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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 | 2.12 | 2.27 |
NAV | ₹19.58 | ₹120.85 |
Fund Started | 20 Jul 2018 | 12 Dec 1994 |
Fund Size | ₹1619.38 Cr | ₹678.92 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
2.12
2.27
NAV
₹19.58
₹120.85
Fund Started
20 Jul 2018
12 Dec 1994
Fund Size
₹1619.38 Cr
₹678.92 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 | 20.83% | 32.33% |
3 Year | 6.62% | 20.45% |
5 Year | 12.03% | 23.97% |
1 Year
20.83%
32.33%
3 Year
6.62%
20.45%
5 Year
12.03%
23.97%
Holding Analysis
Equity | 73.37% | 72.58% |
Cash | 2.76% | 8.08% |
Equity
73.37%
72.58%
Cash
2.76%
8.08%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
ICICI Bank Ltd. | 5.53% |
HDFC Bank Ltd. | 5.04% |
Infosys Ltd. | 3.84% |
Bharti Airtel Ltd. | 3.05% |
Mahindra & Mahindra Ltd. | 2.91% |
Reliance Industries Ltd. | 2.73% |
State Bank of India | 2.27% |
NTPC Ltd. | 2.16% |
PI Industries Ltd. | 2.15% |
Tata Consultancy Services Ltd. | 2.03% |
Name | Assets |
|---|---|
HDFC Bank Ltd. | 4.86% |
Infosys Ltd. | 4.40% |
Axis Bank Ltd. | 3.42% |
ICICI Bank Ltd. | 3.10% |
ITC Ltd. | 2.95% |
Bajaj Auto Ltd. | 2.14% |
Akums Drugs And Pharmaceuticals Ltd. | 2.02% |
Varun Beverages Ltd. | 1.94% |
Sun Pharmaceutical Industries Ltd. | 1.91% |
Voltas Ltd. | 1.82% |
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
