Formerly JM Equity Hybrid Mn DP
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.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
7 Years. The fund has an Extended history for analysis and the track record is excellent.
8 Cr. Category leader in size
Neutral. The category has a neutral investment outlook
Consistency Of Performance
Relatively moderate. The historical performance of the fund has been OK
To provide steady current income as well as long term growth of capital.
Low to Moderate
Very High Risk
Dec 15, 2014
Launched (7y ago)
AUM in Crores
CRISIL Hybrid 35+65 - Agg TR INR
Returns Calculator Comparison
with step up of
|Instrument||Returns||Total Corpus||Gains||Annualised %|
|Mutual Fund||₹ 965,796||₹ 233,184||11.25%|
|EPF||₹ 900,761||₹ 168,149||8.50%|
|Property||₹ 867,662||₹ 135,050||7.00%|
|PPF||₹ 869,819||₹ 137,207||7.10%|
|Bank FD||₹ 846,471||₹ 113,859||6.00%|
|Gold||₹ 846,471||₹ 113,859||6.00%|
|Savings Bank||₹ 825,950||₹ 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.
Comparison with Hybrid Funds
About the AMC
JM Financial Asset Management Limited
JM Financial Asset Management Limited manages assets worth 2,112 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.
₹ 1,216 Cr
₹ 1,216 Cr
₹ 1,216 Cr
₹ 1,216 Cr
₹ 1,216 Cr
Investing through Scripbox is made easy and paperless. All you need to do is follow the below steps and start investing.
Choose a plan to invest to start investing
Create an account with Scripbox through a paperless process, to invest in this fund
Invest via netbanking, UPI or through an SIP (eNACH mandate).
Track, invest more and withdraw your investments through the Scripbox dashboard
You'll never have to worry about what funds to choose. We'll suggest what's best for you.
We will track our recommendations and suggest changes & fund exists whenever required.
Our customer champions are available 7 days a week from 8AM to 8PM.
We review your investments and make course corrections every year to make the best out of your investments
JM Equity Hybrid Fund of Income Distribution cum capital withdrawal (PIDCW-M) is a aggressive hybrid hybrid fund and has delivered an annualised return of 8.3% over a period of 7 years .The fund was previously known as JM Equity Hybrid Mn DP.The fund is managed by JM Financial Asset Management Limited.The fund manager’s name is Sanjay Chhabaria.
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.
The JM Equity Hybrid Fund of Income Distribution cum capital withdrawal (PIDCW-M) fund was launched on Dec 15, 2014. The NAV (Net Asset Value) of this aggressive hybrid hybrid as of 2021-05-06 is ₹ 43.4869. The total AUM (Asset Under Management) of the fund as of 2021-05-07 is ₹ 7.496. The category risk of the JM Equity Hybrid Fund of Income Distribution cum capital withdrawal (PIDCW-M) fund is Very High Risk. The fund charges 0.0 % as expense ratio.
The fund’s highest allocation is towards equity and has invested 76.3% in this asset class. The top three holdings of the fund are britannia industries limited,steel authority of india ltd shs dematerialised and hdfc bank ltd
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.
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 of Income Distribution cum capital withdrawal (PIDCW-M) 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 of Income Distribution cum capital withdrawal (PIDCW-M) has a score of 5 out of 5. Scipbox has rated this fund 3 out of 5 based on consistency of performance over various years / tenures.