Click here for top ranked funds in aggressive hybrid mutual funds.
However, Scripbox does not recommend investing in aggressive hybrid mutual funds.
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.
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.
JM Financial Asset Management Limited manages assets worth 2,691 crores and was set up on 9 June 1994. It's current offering of mutual fund schemes includes 22 equity,54 debt and 31 hybrid funds.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Top Ranked
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Category View
We check if the sub-category of the fund is recommended by us.
Consistency Of Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Quality Of Fund’s Portfolio
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Equity Funds
Debt Funds
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Invest online & transfer
Invest via netbanking, UPI or through an SIP (eNACH mandate).
Track your investments
Track, invest more and withdraw your investments through the Scripbox dashboard
The Scripbox Promise
Scripbox has helped over 2500 people become millionaires in the last 7 years
You'll never have to worry about what funds to choose. We'll suggest what's best for you.
Continuous monitoring & alerts
We will track our recommendations and suggest changes & fund exists whenever required.
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Annual reviews & rebalances
We review your investments and make course corrections every year to make the best out of your investments
About JM Equity Hybrid Fund (DR-A)
About JM Equity Hybrid Fund (DR-A)
JM Equity Hybrid Fund (DR-A) is a aggressive hybrid hybrid fund and has delivered an annualised return of 10.5% over a period of 26 years .The fund was previously known as JM Balanced DR.The fund is managed by JM Financial Asset Management Limited.The fund manager’s name is Sanjay Chhabaria.
JM Equity Hybrid Fund (DR-A) Investment Objective
To provide steady current income as well as long term growth of capital. However, there is no assurance that the objective of the scheme will be realized.
JM Equity Hybrid Fund (DR-A) NAV,AUM,Risk
The JM Equity Hybrid Fund (DR-A) fund was launched on Apr 01, 1995. The NAV (Net Asset Value) of this aggressive hybrid hybrid as of 2021-03-05 is ₹ 16.4293. The total AUM (Asset Under Management) of the fund as of 2021-03-08 is ₹ 6.687. The category risk of the JM Equity Hybrid Fund (DR-A) fund is Very High Risk.
The fund charges 0.0 % as expense ratio.
JM Equity Hybrid Fund (DR-A) Holdings
The fund’s highest allocation is towards equity and has invested 75.8% in this asset class. The top three holdings of the fund are britannia industries limited,hdfc bank ltd and steel authority of india ltd shs dematerialised
JM Equity Hybrid Fund (DR-A) SIP
The minimum SIP (Systematic Investment Plan) amount for this 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.
JM Equity Hybrid Fund (DR-A) Investment volatility and Horizon
This fund is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to CRISIL Hybrid 35+65 - Agg TR INR
JM Equity Hybrid Fund (DR-A) Review
JM Equity Hybrid Fund (DR-A) has a score of 2 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, JM Equity Hybrid Fund (DR-A) has a score of 1 out of 5.
Scipbox has rated this fund 2 out of 5 based on consistency of performance over various years / tenures.
