Compare DSP Equity & Bond Fund vs JM Aggressive Hybrid Fund
Fund Details
Risk | Very High | Very High |
Rating | 3.0 | 5.0 |
Min SIP Amount | ₹100 | ₹100 |
Expense Ratio | 1.75 | 2.27 |
NAV | ₹337.98 | ₹121.05 |
Fund Started | 03 May 1999 | 12 Dec 1994 |
Fund Size | ₹10327.37 Cr | ₹678.92 Cr |
Exit Load | Exit load of 1% if redeemed within 12 months | Exit load of 1%, if redeemed within 60 days. |
Returns
1 Year | 26.21% | 33.92% |
3 Year | 11.38% | 19.40% |
5 Year | 15.83% | 24.58% |
Holding Analysis
Equity | 69.05% | 71.92% |
Cash | 1.89% | 9.57% |
Top Holdings
Top 10 Holdings |
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Fund Manager
Name | Shantanu Godambe | Satish Ramanathan |
Start Date | 01 Jul 2023 | 01 Oct 2024 |
About Fund
Description | The scheme seeks to generate long-term capital appreciation and current income from a portfolio constituted of equity and equity related securities as well as fixed income securities (debt and money market securities). | 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 | 03 May 1999 | 12 Dec 1994 |
