- Mutual Funds
- JM Mutual Fund
- JM Equity Hybrid Fund (Growth)
Formerly JM Balanced Gr
JM Equity Hybrid Fund (Growth)
₹ 74.7529
NAV (May 26)
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 74.7529
NAV (May 26)
Fund Returns
Last 1Y | 18.8% |
Last 3Y | 30.4% |
Last 5Y | 10.8% |
Last 10Y | 11.4% |
Since Inception | 11.7% |
6 Month CAGR | 2.4% |
Scheme Information
To provide steady current income as well as long term growth of capital.
Expense Ratio | 2.36 |
Launched (28y ago) | Apr 01, 1995 |
AUM in Crores | 12.138 |
ISIN | INF192K01544 |
Lock-in | No Lock-in |
Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 17 |
Standard Deviation (5yr) | 18 |
Beta (3yr) | 1.35 |
Beta (5yr) | 1.18 |
Sharpe Ratio (3yr) | 1.221 |
Sharpe Ratio (5yr) | 0.345 |
YTM | 7.04 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| JM Equity Hybrid Fund (Growth) | 9,54,750 | 2,22,138 | 10.8% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
7.38% govt stock 2027
7.7%7.26% govt stock 2032
7.7%net current assets
6.3%treps-triparty repo
4.5%rec ltd
4.5%Allocation by Sector
financial services
29.4%industrials
11.6%consumer cyclical
10.1%technology
6.4%basic materials
4%Comparison with Hybrid Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 3,233 cr | ||
₹ 6,472 cr | ||
₹ 1,150 cr | ||
₹ 749 cr | ||
₹ 8,756 cr |
About the AMC
JM Financial Asset Management Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
29.7% | 12.8% | ||
32.2% | 15.6% | ||
30.4% | 11.7% | ||
30.5% | 9.1% | ||
30.4% | 9% |
JM Equity Hybrid Fund (G) Review
JM Equity Hybrid Fund (G) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 11.7% over a period of 28 years. The fund was previously known as JM Balanced Gr. The fund is managed by JM Financial Asset Management Limited. The fund managers are Asit Bhandarkar, Chaitanya Choksi, Gurvinder Wasan.
Nav of JM Equity Hybrid Fund (G) as of 5/26/2023 is ₹74.75 with the total AUM as of 5/27/2023 is ₹12.138. With Scripbox you can compare and check the latest nav for all mutual funds in India. JM Equity Hybrid Fund (G) was launched on Apr 01, 1995. The category risk of the fund is Very High Risk.
The minimum SIP amount for JM Equity Hybrid Fund (G) 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 (G)?
How to invest in JM Equity Hybrid Fund (G)?
You can invest in JM Equity Hybrid Fund (G) 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 (G)?
The minimum sip amount for JM Equity Hybrid Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is JM Equity Hybrid Fund (G) good to invest in?
As per Scripbox experts, JM Equity Hybrid Fund (G) is a Neutral fund. You can investJM Equity Hybrid Fund (G) 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 (G)?
The expense ratio of the JM Equity Hybrid Fund (G) is 2.36% for regular plan.