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JM Financial Mutual Fund

JM Equity Hybrid Fund Direct-Growth

Investment Performance

would have given a return of
1,10,871
star
1,21,647
star
2,12,094
star
2,17,738
star
Bank Account
Fixed Deposit
Regular Mutual Fund
This Fund on Paytm Money
This Mutual Fund
1,17,738
Profit (absolute return)
117.74%
in the last
1m
3m
1y
3y
5y
max
+1% Higher Returns
With Direct Plans on Paytm Money

Investment Returns

In the last 3 months
2.91%
In the last 6 months
5.37%
In the last 1 year
6.71%
In the last 3 years
117.74%
In the last 5 years
68.69%
In the last 10 years
240.28%
Absolute Returns
CAGR

Scheme Riskometer

low
low
low to moderate
low to moderate
moderate
moderate
moderately high
moderately high
high
high
very high
very high
indicator
Investors understand that their principal will be at very high risk

Scheme Information

JM Equity Hybrid Fund Direct-Growth
JM Equity Hybrid Fund Direct-Growth
as of 28 Feb 2023, 05:30 AM
11.57 Cr
Scheme Asset Size
Fund Type
Open-End
Exit Load
1% for redemption within 60 days
1.37%
Expense Ratio
Plan
Growth
27.02%
Cash Holding
Benchmark
CRISIL Hybrid 35+65 Aggressive Index
Scheme Document
Benchmark
CRISIL Hybrid 35+65 Aggressive Index
Exit Load
1% for redemption within 60 days
Scheme Document

Sectors Holding in this Mutual Fund

as on 28 Feb 2023
Sort By
Financial
22.31%
2.58 Cr
Energy
8.69%
1.01 Cr
Technology
8.17%
94.49 Lakh
Services
5.77%
66.75 Lakh
Capital Goods
5.49%
63.51 Lakh
Others
49.58%
5.74 Cr
View All
View All

Companies Holding in this Mutual Fund

as on 28 Feb 2023
Sort By
Gujarat Gas Ltd.
5.28%
61.10 Lakh
Infosys Ltd.
4.98%
57.63 Lakh
HDFC Bank Ltd.
4.78%
55.31 Lakh
Ultratech Cement Ltd.
4.33%
50.11 Lakh
Others
80.63%
9.33 Cr
View All
View All

Instruments Holding in this Mutual Fund

as on 28 Feb 2023
Reverse Repo
24.26%
2.81 Cr
NCA
2.77%
32.01 Lakh
Others
72.98%
8.44 Cr

About JM Equity Hybrid Fund Direct-Growth

JM Equity Hybrid Fund Direct-Growth is a Hybrid mutual fund scheme from JM Financial Mutual Fund. This scheme was launched on Invalid date and is currently managed by its fund managers Asit Bhandarkar, Chaitanya Choksi and Gurvinder Singh Wasan. It has an AUM of ₹11.57 Crores and the latest NAV decalared is ₹77.641 as on 30 Mar 2023 at 8:46 pm.
JM Equity Hybrid Fund Direct-Growth scheme return performance in last 1 year is 6.71%, in last 3 years is 117.74% and 208.67% since scheme launch. The min. SIP amount to invest in this scheme is ₹500.

Scheme Details

AUM:11.57 Cr
Category:Hybrid: Aggressive Hybrid
Launch Date:Invalid date
Fund Type:Open-End

AMC Information

Address
Address
Office B-8th Floor-Cnergy,Appasaheb Marathe Marg,Prabhadevi,400025
Phone Number
Phone Number
Phone : 022-33797777 / 1800-103-8345
Fax : 022-26528388