• Mutual Funds
  • JM Mutual Fund
  • JM Equity Hybrid Fund (RIDCW-A)

Formerly JM Equity Hybrid Ann DR

JM Mutual Fund

JM Equity Hybrid Fund (RIDCW-A)

HybridAggressive Hybrid

20.2684

NAV (Nov 25)

9.3%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in aggressive hybrid mutual funds.

Aggressive hybrid funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.

Aggressive hybrid funds are primarily equity funds with 20-35% invested in debt.

This makes their performance difficult to assess.

With a high Equity component, the impact of market fluctuations on these funds is also high.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Poor

The performance of the fund on a Fund Size metric has been Poor

Outperformance Consistency

Satisfactory

The performance of the fund on a Outperformance Consistency metric has been Satisfactory

Invest in this fund

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

20.2684

NAV (Nov 25)

Fund Returns

Last 1Y

7%

Last 3Y

20.6%

Last 5Y

9.3%

Last 10Y

NA

Since Inception

8.2%

6 Month CAGR

16.9%

Scheme Information

Investment Objective

To provide steady current income as well as long term growth of capital.

Expense Ratio

2.48

Launched (8y ago)

Sep 18, 2014

AUM in Crores

10.723

ISIN

INF192K01HG7

Lock-in

No Lock-in

Benchmark

CRISIL Hybrid 35+65 - Agg TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

21.2

Standard Deviation (5yr)

18.1

Beta (3yr)

1.27

Beta (5yr)

1.18

Sharpe Ratio (3yr)

0.766

Sharpe Ratio (5yr)

0.272

YTM

6.12

Fund Managers

Chaitanya Choksi

Fund Manager

Asit Bhandarkar

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2022-11-25

Top Stock Holdings

treps-triparty repo

21.7%
21.7%

hdfc bank ltd

5.7%
5.7%

infosys ltd

5.6%
5.6%

axis bank ltd

5.4%
5.4%

reliance industries ltd

4.6%
4.6%
See all holdings

Allocation by Sector

financial services

23.1%
23.1%

industrials

13.1%
13.1%

technology

9.2%
9.2%

consumer cyclical

8.9%
8.9%

energy

4.6%
4.6%
See all sectors

Compare JM Equity Hybrid Fund (RIDCW-A)

Fund NameFund SizeRolling Returns
ICICI Prudential Equity & Debt Fund (G)
ICICI Prudential Equity & Debt Fund (G)

₹ 21,109 cr

₹ 761 cr

₹ 428 cr

₹ 406 cr

₹ 2,759 cr

About the AMC

JM Financial Asset Management Limited

JM Financial Asset Management Limited manages assets worth 2,796 crores and was set up on 9 June 1994. It's current offering of mutual fund schemes includes 22 equity,70 debt and 15 hybrid funds.

amc-img

  • 022-61987704
  • investor@jmfl.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    17.5%

    13%

    17.4%

    7.6%

    20.6%

    11.8%

    20.6%

    9.4%

    20.6%

    9.3%

    JM Equity Hybrid Fund (RIDCW-A) Review

    JM Equity Hybrid Fund (RIDCW-A) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 8.2% over a period of 8 years. The fund was previously known as JM Equity Hybrid Ann DR. The fund is managed by JM Financial Asset Management Limited. The fund managers are Asit Bhandarkar, Chaitanya Choksi.

    Nav of JM Equity Hybrid Fund (RIDCW-A) as of 11/25/2022 is ₹20.27 with the total AUM as of 11/28/2022 is ₹10.723. With Scripbox you can compare and check the latest nav for all mutual funds in India. JM Equity Hybrid Fund (RIDCW-A) was launched on Sep 18, 2014. The category risk of the fund is Very High Risk.

    The minimum SIP amount for JM Equity Hybrid Fund (RIDCW-A) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    Frequently Asked Questions

    What is JM Equity Hybrid Fund (RIDCW-A)?

    JM Equity Hybrid Fund (RIDCW-A) is a Aggressive Hybrid Hybrid scheme predominantly investing across Hybrid stocks with an investment objective to generate wealth over the long term.

    How to invest in JM Equity Hybrid Fund (RIDCW-A)?

    You can invest in JM Equity Hybrid Fund (RIDCW-A) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of JM Equity Hybrid Fund (RIDCW-A)?

    The minimum sip amount for JM Equity Hybrid Fund (RIDCW-A) is ₹1000. You can invest in multiples of ₹5000.

    Is JM Equity Hybrid Fund (RIDCW-A) good to invest in?

    As per Scripbox experts, JM Equity Hybrid Fund (RIDCW-A) is a Neutral fund. You can investJM Equity Hybrid Fund (RIDCW-A) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the JM Equity Hybrid Fund (RIDCW-A)?

    The expense ratio of the JM Equity Hybrid Fund (RIDCW-A) is 2.48% for regular plan.