- Mutual Funds
- JM Mutual Fund
- JM Equity Hybrid Fund (PIDCW-6M)
Formerly JM Equity Hybrid HY DP
JM Equity Hybrid Fund (PIDCW-6M)
₹ 64.1304
NAV (Oct 03)
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 64.1304
NAV (Oct 3)
Fund Returns
Last 1Y | 30.2% |
Last 3Y | 24.6% |
Last 5Y | 13.9% |
Last 10Y | NA |
Since Inception | 10.7% |
6 Month CAGR | 24.2% |
Scheme Information
To provide steady current income as well as long term growth of capital.
Expense Ratio | 2.44 |
Launched (9y ago) | Dec 15, 2014 |
AUM in Crores | 54.840 |
ISIN | INF192K01HD4 |
Lock-in | No Lock-in |
Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
SIP Minimum | 0 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 12.5 |
Standard Deviation (5yr) | 18.2 |
Beta (3yr) | 1.14 |
Beta (5yr) | 1.24 |
Sharpe Ratio (3yr) | 1.455 |
Sharpe Ratio (5yr) | 0.531 |
YTM | 6.98 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| JM Equity Hybrid Fund (PIDCW-6M) | 10,34,259 | 3,01,647 | 13.9% | |
| 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
treps-triparty repo
15.8%7.38% govt stock 2027
3.7%lic housing finance limited
3.7%7.1% govt stock 2029
3.6%5.63% govt stock 2026
3.5%Allocation by Sector
financial services
18%consumer cyclical
16.5%industrials
13%consumer defensive
6.4%technology
5.9%Comparison with Hybrid Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 25,274 cr | ||
₹ 9,394 cr | ||
₹ 3,302 cr | ||
₹ 1,335 cr | ||
₹ 978 cr |
About the AMC
JM Financial Asset Management Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
31.1% | 13.7% | ||
32.9% | 16.3% | ||
24.6% | 12.1% | ||
24.6% | 10.7% | ||
24.6% | 10.6% |
JM Equity Hybrid Fund (PIDCW-6M) Review
JM Equity Hybrid Fund (PIDCW-6M) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 10.7% over a period of 8 years. The fund was previously known as JM Equity Hybrid HY DP. 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 (PIDCW-6M) as of 10/3/2023 is ₹64.13 with the total AUM as of 10/4/2023 is ₹54.84. With Scripbox you can compare and check the latest nav for all mutual funds in India. JM Equity Hybrid Fund (PIDCW-6M) was launched on Dec 15, 2014. The category risk of the fund is Very High Risk.
The minimum SIP amount for JM Equity Hybrid Fund (PIDCW-6M) is ₹0 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 (PIDCW-6M)?
How to invest in JM Equity Hybrid Fund (PIDCW-6M)?
You can invest in JM Equity Hybrid Fund (PIDCW-6M) 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 (PIDCW-6M)?
The minimum sip amount for JM Equity Hybrid Fund (PIDCW-6M) is ₹0. You can invest in multiples of ₹5000.
Is JM Equity Hybrid Fund (PIDCW-6M) good to invest in?
As per Scripbox experts, JM Equity Hybrid Fund (PIDCW-6M) is a Neutral fund. You can investJM Equity Hybrid Fund (PIDCW-6M) 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 (PIDCW-6M)?
The expense ratio of the JM Equity Hybrid Fund (PIDCW-6M) is 2.44% for regular plan.