- Mutual Funds
- JM Mutual Fund
- JM Equity Hybrid Fund (PIDCW-M)
Formerly JM Equity Hybrid Mn DP
JM Equity Hybrid Fund (PIDCW-M)
₹ 45.4463
NAV (Jun 27)
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.
Track Record
8 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
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Want the large cap equity funds that are right for your long term equity investment needs?
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Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 45.4463
NAV (Jun 27)
Fund Returns
Last 1Y | -1.3% |
Last 3Y | 14.1% |
Last 5Y | 7.9% |
Last 10Y | NA |
Since Inception | 7.5% |
6 Month CAGR | -6.1% |
Scheme Information
To provide steady current income as well as long term growth of capital.
Expense Ratio | 2.61 |
Launched (8y ago) | Dec 15, 2014 |
AUM in Crores | 9.930 |
ISIN | INF192K01HL7 |
Lock-in | No Lock-in |
Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Fund Managers
Returns Calculator Comparison
of
for
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.
Asset allocation and Holdings
Top Stock Holdings
treps-triparty repo
23.6%hdfc bank ltd
5.8%reliance industries ltd
5.2%infosys ltd
4.7%ashok leyland ltd
4.1%Allocation by Sector
financial services
22.2%industrials
13.9%technology
9.4%basic materials
6.1%consumer cyclical
5.6%Comparison with Hybrid Funds
| Fund Name | Scripbox Opinion | Fund Size | Track Record |
|---|---|---|---|
₹ 26,009 cr | |||
₹ 26,009 cr | |||
₹ 26,009 cr | |||
₹ 26,009 cr | |||
₹ 26,009 cr |
About the AMC
JM Financial Asset Management Limited
JM Financial Asset Management Limited manages assets worth 2,888 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.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
14.1% | 11.3% | ||
13.3% | 6.4% | ||
14.1% | 7.7% | ||
14.1% | 7.5% | ||
13.3% | 6.4% |
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsJM Equity Hybrid Fund (PIDCW-M) Review
JM Equity Hybrid Fund (PIDCW-M) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 7.5% 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 managers are Asit Bhandarkar, Chaitanya Choksi.
Nav of JM Equity Hybrid Fund (PIDCW-M) as of 6/27/2022 is ₹45.45 with the total AUM as of 6/28/2022 is ₹9.93. With Scripbox you can compare and check the latest nav for all mutual funds in India. JM Equity Hybrid Fund (PIDCW-M) 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-M) 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 (PIDCW-M)?
How to invest in JM Equity Hybrid Fund (PIDCW-M)?
You can invest in JM Equity Hybrid Fund (PIDCW-M) 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-M)?
The minimum sip amount for JM Equity Hybrid Fund (PIDCW-M) is ₹1000. You can invest in multiples of ₹5000.
Is JM Equity Hybrid Fund (PIDCW-M) good to invest in?
As per Scripbox experts, JM Equity Hybrid Fund (PIDCW-M) is a Neutral fund. You can investJM Equity Hybrid Fund (PIDCW-M) 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-M)?
The expense ratio of the JM Equity Hybrid Fund (PIDCW-M) is 2.61% for regular plan.