JM Equity Hybrid Fund – Direct (Annual-Bonus)
₹ -
Min SIP
₹ 1,000
Min Lumpsum
1.41 %
Expense Ratio
Rating
26
Fund Size (in Cr)
10 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 24.1% | 22.4% | 13.3% | 10.9% | ||||
| Category Average | 21.3% | 22.1% | 14% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
0.04
Alpha
1.08
SD
0.76
Beta
0.09
Sharpe
Exit Load
| Exit Load | 1.00% - If redeemed / switched out within 60 days from the date of allotment. Nil - If redeemed/switched out after 60 days from the date of allotment. |
|---|
Fund Objective
To provide steady current income as well as long term growth of capital.
Fund Managers
Asit Bhandarkar - Fund Manager
An MBA in Finance from the University of Mumbai, and with experience of 15 years in the financial services industry, Asit Bhandarkar is one of the most dynamic fund managers in the industry. He currently handles 27 JM Financial Mutual Funds schemes with a cumulative AUM of Rs. 2,454 crores.
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Hybrid .
- Aggressive Hybrid .
-
- 24,990
-
16.5%Fund Size - 24,990
-
27.8%Fund Size - 24,990
-
16.6%Fund Size - 24,990
-
- Hybrid .
- Aggressive Hybrid .
-
- 4,798
-
14.4%Fund Size - 4,798
-
22.1%Fund Size - 4,798
-
12%Fund Size - 4,798
-
- Hybrid .
- Aggressive Hybrid .
-
- 3,044
-
14.4%Fund Size - 3,044
-
21.8%Fund Size - 3,044
-
7.6%Fund Size - 3,044
-
- Hybrid .
- Aggressive Hybrid .
-
- 1,476
-
12.8%Fund Size - 1,476
-
20%Fund Size - 1,476
-
12.1%Fund Size - 1,476
-
- Hybrid .
- Aggressive Hybrid .
-
- 3,452
-
9.9%Fund Size - 3,452
-
19.5%Fund Size - 3,452
-
11.5%Fund Size - 3,452
AMC Contact Details
JM Financial Mutual Fund
AUM:
3,153 Cr
Address:
Office B,8th Floor, Cnergy,Appasaheb
Marathe Marg,prabhadevi,
Mumbai - 400 025,mumbai 400051
Contact:
022-61987777
Email ID:
investor@jmfl.com
More Funds from JM Financial Mutual Fund
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Hybrid .
- Aggressive Hybrid .
-
- 26
-
24.1%Fund Size - 26
-
22.4%Fund Size - 26
-
13.3%Fund Size - 26
-
- Equity .
- Large Cap .
-
- 48
-
12.8%Fund Size - 48
-
17.9%Fund Size - 48
-
12.1%Fund Size - 48
-
- Equity .
- Value .
-
- 205
-
31.8%Fund Size - 205
-
30.4%Fund Size - 205
-
15.9%Fund Size - 205
-
- Equity .
- Flexi Cap .
-
- 475
-
22.9%Fund Size - 475
-
28.5%Fund Size - 475
-
16.1%Fund Size - 475
-
- Equity .
- ELSS .
-
- 87
-
16.7%Fund Size - 87
-
25.4%Fund Size - 87
-
15%Fund Size - 87
Mutual Funds By Category
Equity
Debt
Hybrid
equity
Large Cap
Fund Name
Mid Cap
Fund Name
Small Cap
Fund Name
Multi Cap
Fund Name
ELSS
Fund Name
Dividend Yield
Fund Name
Sectoral / Thematic
Fund Name
Focused
Fund Name
debt
Ultra Short Duration
Fund Name
Liquid
Fund Name
Gilt
Fund Name
Long Duration
Fund Name
Overnight
Fund Name
Floater
Fund Name
hybrid
Arbitrage
Fund Name
Equity Savings
Fund Name
Aggressive Hybrid
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Large Cap .
-
- 654
-
18.9%Fund Size - 654
-
23.4%Fund Size - 654
-
14.9%Fund Size - 654
-
- Equity .
- Large Cap .
-
- 10,202
-
10%Fund Size - 10,202
-
19.8%Fund Size - 10,202
-
14.4%Fund Size - 10,202
-
- Equity .
- Large Cap .
-
- 15,583
-
18.8%Fund Size - 15,583
-
28.1%Fund Size - 15,583
-
14.4%Fund Size - 15,583
-
- Equity .
- Large Cap .
-
- 1,517
-
11.1%Fund Size - 1,517
-
20.1%Fund Size - 1,517
-
13.9%Fund Size - 1,517
-
- Equity .
- Large Cap .
-
- 757
-
19.7%Fund Size - 757
-
23%Fund Size - 757
-
13.7%Fund Size - 757
Frequently Asked Questions
How to invest in JM Equity Hybrid Fund – Direct (Annual-Bonus) ?
You can invest in JM Equity Hybrid Fund – Direct (Annual-Bonus) in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for JM Equity Hybrid Fund – Direct (Annual-Bonus) in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of JM Equity Hybrid Fund – Direct (Annual-Bonus) ?
The NAV of JM Equity Hybrid Fund – Direct (Annual-Bonus) is ₹87.3 as of 20 July 2023.
How to redeem JM Equity Hybrid Fund – Direct (Annual-Bonus) holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What are the top stock holdings of JM Equity Hybrid Fund – Direct (Annual-Bonus)?
The top stock holdings of JM Equity Hybrid Fund – Direct (Annual-Bonus) are
- HDFC Bank - 5%
- Crompton Gr. Con - 4.66%
- REC Ltd - 3.41%
- Reliance Industr - 3.13%
- M & M - 3.01%
How can I redeem my investments in JM Equity Hybrid Fund – Direct (Annual-Bonus)?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select JM Equity Hybrid Fund – Direct (Annual-Bonus) in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select JM Equity Hybrid Fund – Direct (Annual-Bonus) in Scheme, enter the redemption amount, and click on submit button.
How much returns have JM Equity Hybrid Fund – Direct (Annual-Bonus) generated ?
The JM Equity Hybrid Fund – Direct (Annual-Bonus) has delivered 10.9% since inception
What is the expense ratio of JM Equity Hybrid Fund – Direct (Annual-Bonus) ?
The expense ratio of JM Equity Hybrid Fund – Direct (Annual-Bonus) is 1.41 % as of 20 July 2023.
What is the AUM of JM Equity Hybrid Fund – Direct (Annual-Bonus)?
The AUM of JM Equity Hybrid Fund – Direct (Annual-Bonus) is ₹3,153 Cr as of 20 July 2023
What are the top sectors JM Equity Hybrid Fund – Direct (Annual-Bonus) has invested in?
The top sectors JM Equity Hybrid Fund – Direct (Annual-Bonus) has invested in are
- Debt - 24.95%
- Banks - 12.21%
- Consumer Durables - 7.11%
- Finance - 6.42%
- Leisure Services - 4.5%
Can I make investments in both the SIP and Lump Sum schemes of JM Equity Hybrid Fund – Direct (Annual-Bonus)?
Yes, You can select both SIP or Lumpsum investment of JM Equity Hybrid Fund – Direct (Annual-Bonus) based on your investment objective and risk tolerance.