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Compare Baroda BNP Paribas Aggressive 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 | 3.0 | 5.0 |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 2.13 | 2.29 |
NAV | ₹26.54 | ₹115.86 |
Fund Started | 17 Mar 2017 | 12 Dec 1994 |
Fund Size | ₹1149.90 Cr | ₹767.72 Cr |
Exit Load | Exit load of 1% if redeemed within 12 months for units beyond 10% of the investment. | Exit load of 1%, if redeemed within 60 days. |
Risk
Very High
Very High
Rating
3.0
5.0
Min SIP Amount
₹500
₹100
Expense Ratio
2.13
2.29
NAV
₹26.54
₹115.86
Fund Started
17 Mar 2017
12 Dec 1994
Fund Size
₹1149.90 Cr
₹767.72 Cr
Exit Load
Exit load of 1% if redeemed within 12 months for units beyond 10% of the investment.
Exit load of 1%, if redeemed within 60 days.
Returns
1 Year | 5.04% | 3.49% |
3 Year | 13.80% | 20.72% |
5 Year | 18.62% | 27.80% |
1 Year
5.04%
3.49%
3 Year
13.80%
20.72%
5 Year
18.62%
27.80%
Holding Analysis
Equity | 68.16% | 75.85% |
Cash | 1.86% | 4.59% |
Equity
68.16%
75.85%
Cash
1.86%
4.59%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 6.44% |
ICICI Bank Ltd. | 6.12% |
Reliance Industries Ltd. | 4.69% |
Larsen & Toubro Ltd. | 4.10% |
Tata Consultancy Services Ltd. | 2.82% |
ITC Ltd. | 2.50% |
Kotak Mahindra Bank Ltd. | 2.38% |
Hitachi Energy India Ltd. | 2.28% |
Infosys Ltd. | 2.09% |
Bharti Airtel Ltd. | 2.04% |
Name | Assets |
|---|---|
Bajaj Finance Ltd. | 6.12% |
HDFC Bank Ltd. | 4.57% |
REC Ltd. | 3.80% |
Power Grid Corporation Of India Ltd. | 3.78% |
Infosys Ltd. | 3.68% |
Bharti Airtel Ltd. | 3.39% |
ICICI Bank Ltd. | 3.16% |
Bajaj Auto Ltd. | 2.70% |
Kotak Mahindra Bank Ltd. | 2.55% |
Jubilant FoodWorks Ltd. | 2.47% |
Fund Manager
Name | Miten Vora | Satish Ramanathan |
Start Date | 01 Dec 2022 | 01 Oct 2024 |
Name
Miten Vora
Satish Ramanathan
Start Date
01 Dec 2022
01 Oct 2024
About Fund
Description | The Scheme seeks to generate income and capital appreciation by investing in a diversified portfolio of equity and equity related instruments and fixed income 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 | 17 Mar 2017 | 12 Dec 1994 |
Description
The Scheme seeks to generate income and capital appreciation by investing in a diversified portfolio of equity and equity related instruments and fixed income 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
17 Mar 2017
12 Dec 1994