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Compare Axis Equity Hybrid Fund vs JM Aggressive Hybrid Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 1.0 | 5.0 |
Min SIP Amount | ₹1000 | ₹100 |
Expense Ratio | 2.16 | 2.28 |
NAV | ₹19.52 | ₹117.17 |
Fund Started | 20 Jul 2018 | 12 Dec 1994 |
Fund Size | ₹1576.01 Cr | ₹762.93 Cr |
Exit Load | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months. | Exit load of 1%, if redeemed within 60 days. |
Risk
Very High
Very High
Rating
1.0
5.0
Min SIP Amount
₹1000
₹100
Expense Ratio
2.16
2.28
NAV
₹19.52
₹117.17
Fund Started
20 Jul 2018
12 Dec 1994
Fund Size
₹1576.01 Cr
₹762.93 Cr
Exit Load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
Exit load of 1%, if redeemed within 60 days.
Returns
1 Year | 13.23% | 10.93% |
3 Year | 8.08% | 20.22% |
5 Year | 11.21% | 22.51% |
1 Year
13.23%
10.93%
3 Year
8.08%
20.22%
5 Year
11.21%
22.51%
Holding Analysis
Equity | 73.79% | 74.56% |
Cash | 2.94% | 6.09% |
Equity
73.79%
74.56%
Cash
2.94%
6.09%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
ICICI Bank Ltd. | 5.37% |
HDFC Bank Ltd. | 5.29% |
Infosys Ltd. | 4.23% |
Mahindra & Mahindra Ltd. | 3.29% |
Bharti Airtel Ltd. | 3.11% |
Reliance Industries Ltd. | 2.56% |
State Bank of India | 2.26% |
Sun Pharmaceutical Industries Ltd. | 2.05% |
Larsen & Toubro Ltd. | 1.87% |
Tata Consultancy Services Ltd. | 1.84% |
Name | Assets |
|---|---|
Infosys Ltd. | 4.93% |
HDFC Bank Ltd. | 4.07% |
Bharti Airtel Ltd. | 3.43% |
Jubilant FoodWorks Ltd. | 2.82% |
ICICI Bank Ltd. | 2.52% |
Sun Pharmaceutical Industries Ltd. | 2.47% |
Tech Mahindra Ltd. | 2.24% |
Bharat Forge Ltd. | 2.23% |
PG Electroplast Ltd. | 2.22% |
Bank Of Baroda | 2.08% |
Fund Manager
Name | Devang Shah | Satish Ramanathan |
Start Date | 05 Apr 2024 | 01 Oct 2024 |
Name
Devang Shah
Satish Ramanathan
Start Date
05 Apr 2024
01 Oct 2024
About Fund
Description | The scheme seeks to generate long term capital appreciation along with current income by investing in a mix of Equity and Equity related Instruments, debt Instruments and money market instruments. | The scheme aims at steady current income as well as long term growth of capital from a balanced portfolio of debt and equity. |
Launch Date | 20 Jul 2018 | 12 Dec 1994 |
Description
The scheme seeks to generate long term capital appreciation along with current income by investing in a mix of Equity and Equity related Instruments, debt Instruments and money market instruments.
The scheme aims at steady current income as well as long term growth of capital from a balanced portfolio of debt and equity.
Launch Date
20 Jul 2018
12 Dec 1994
