scripbox logo
    scripbox logo
    search iconsearch icon
    user avatarLogin
    • right-arrow
    • Mutual Funds
      right-arrow
    • JM Mutual Fund
      right-arrow
    • JM Equity Hybrid Fund (Growth)

    Formerly JM Balanced Gr

    JM Mutual Fund

    JM Equity Hybrid Fund (Growth)

    HybridAggressive Hybrid

    70.5469

    NAV (Sep 23)

    12.1%
    5 Year CAGR
    Scripbox Opinion

    Neutral

    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.

    Our analysis of this fundLearn how we rate funds ->

    Track Record

    26 Years. The fund has an Extended history for analysis and the track record is excellent.

    Relative Size

    10 Cr. Negligible within the category

    Category View

    Neutral. The category has a neutral investment outlook

    Consistency Of Performance

    Good. The historical performance of the fund has been good

    Invest in this fund
    Explore a better alternative to this fund with a Scripbox plan.
    Build Long Term Wealth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only

    No single fund can achieve what a plan can. Learn why

    chart-amc-about

    Historical NAV

    70.5469

    NAV (Sep 23)

    Fund Returns

    Last 1Y
    58%
    Last 3Y
    15.4%
    Last 5Y
    12.1%
    Last 10Y
    13.1%
    Since Inception
    12.2%
    6 Month CAGR
    20.8%
    info-icon-blue

    Scheme Information

    Investment Objective

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

    Low

    Low to Moderate

    Moderate

    Moderately High

    High

    Very High

    risk-indicator-arrow.svg

    Very High Risk

    Expense Ratio
    2.5
    Launched (26y ago)
    Apr 01, 1995
    AUM in Crores
    9.478
    ISIN
    INF192K01544
    Lock-in
    No Lock-in
    Benchmark
    CRISIL Hybrid 35+65 - Agg TR INR
    SIP Minimum
    1000
    Lumpsum Min.
    5000
    Fund Managers
    user-avatar

    Sanjay Chhabaria

    Fund Manager

    calculator

    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.

    build-long-item-wealth-img

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • Inflation beating returns
      Inflation beating returns
    • Expert Investing Only
      Expert Investing Only
    • One click investing  tracking
      One click investing tracking
    comparison

    Comparison with Hybrid Funds

    Fund NameScripbox OpinionFund SizeTrack Record

    Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

    ₹ 8,309 cr

    5

    ₹ 17,879 cr

    5

    ₹ 3,363 cr

    5

    ₹ 2,644 cr

    5

    ₹ 1,921 cr

    5

    amc-icon

    About the AMC

    JM Financial Asset Management Limited

    JM Financial Asset Management Limited manages assets worth 2,186 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.

    amc-img

  • tel-amc-about
    022-61987704
  • mail-amc-about
    investor@jmfl.com
  • Fund NameScripbox Opinion
    Till Date CAGR
    top-ranked-badge

    5%

    7.1%

    top-ranked-badge

    5%

    7.6%

    top-ranked-badge

    5%

    6.9%

    top-ranked-badge

    3.9%

    5.8%

    top-ranked-badge

    4%

    %

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

    Equity

    Diversified

    Mirae Asset Large Cap Fund (Growth)

    Mirae Asset Large Cap Fund (Growth)

    Equity

    Large Cap

    Axis Bluechip Fund (Growth)

    Axis Bluechip Fund (Growth)

    Equity

    Large Cap

    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

    How to invest in best mutual funds?

    Investing through Scripbox is made easy and paperless. All you need to do is follow the below steps and start investing.

    01

    Choose a plan

    Choose a plan to invest to start investing

    02

    Create an Account

    Create an account with Scripbox through a paperless process, to invest in this fund.

    03

    Invest online & transfer

    Invest via netbanking, UPI or through an SIP (eNACH mandate).

    04

    Track your investments

    Track, invest more and withdraw your investments through the Scripbox dashboard

    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    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?
    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.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund 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

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About JM Equity Hybrid Fund (G)

    About JM Equity Hybrid Fund (G)

    JM Equity Hybrid Fund (G) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 12.2% over a period of 26 years. The fund was previously known as JM Balanced Gr . The fund is managed by JM Financial Asset Management Limited. The fund manager’s name is Sanjay Chhabaria

    JM Equity Hybrid Fund (G) 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 (G) NAV,AUM,Risk

    The JM Equity Hybrid Fund (G) fund was launched on Apr 01, 1995. The NAV (Net Asset Value) of this Aggressive Hybrid Hybrid fund as of 2021-09-23 is ₹70.55. The total AUM (Asset Under Management) of the fund as of 24/09/2021 is ₹9.478. The category risk of the JM Equity Hybrid Fund (G) fund is Very High Risk. The fund charges 2.5 % as expense ratio.

    JM Equity Hybrid Fund (G) Holdings

    The fund’s highest allocation is towards Equity and has invested 76.6% in this asset class. The top three holdings of the fund are , treps-triparty repo , bajaj finance ltd , infosys ltd , hdfc bank ltd , reliance industries ltd , hcl technologies ltd , ashok leyland ltd , mahindra & mahindra financial services ltd , asian paints ltd , shree cement ltd , skf india ltd , state bank of india , abbott india ltd , ultratech cement ltd , balkrishna industries ltd , vardhman textiles ltd , cummins india ltd , hdfc life insurance company limited , indusind bank ltd , tata consultancy services ltd , coal india ltd , canara bank , larsen & toubro ltd , bharat petroleum corp ltd , bharti airtel ltd , hindalco industries ltd , britannia industries limited , sbi cards and payment services ltd ordinary shares

    JM Equity Hybrid Fund (G) 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.

    Get started with investing today

    Invest in the best mutual funds recommended by Scripbox that are algorithmically selected that best suit your needs.

    filter
    Show Calculator