Compare Bandhan Hybrid Equity Fund vs JM Aggressive Hybrid Fund
Fund Details
Risk | Very High | Very High |
Rating | 2.0 | 5.0 |
Min SIP Amount | ₹100 | ₹100 |
Expense Ratio | 2.33 | 2.27 |
NAV | ₹24.01 | ₹120.59 |
Fund Started | 12 Dec 2016 | 12 Dec 1994 |
Fund Size | ₹787.10 Cr | ₹678.92 Cr |
Exit Load | Exit load of 1% if units in excess of 10% are redeemed or switched-out within 12 months. | Exit load of 1%, if redeemed within 60 days. |
Returns
1 Year | 24.71% | 33.92% |
3 Year | 11.17% | 19.40% |
5 Year | 15.76% | 24.58% |
Holding Analysis
Equity | 76.49% | 72.58% |
Cash | 2.16% | 8.08% |
Top Holdings
Top 10 Holdings |
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Fund Manager
Name | Nishita Shah | Satish Ramanathan |
Start Date | 24 May 2023 | 01 Oct 2024 |
About Fund
Description | The Fund seeks to generate long term capital appreciation by investing predominantly in equity and equity related instruments. The Fund also seeks to generate current income by investing in debt securities 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 | 12 Dec 2016 | 12 Dec 1994 |
