Compare Edelweiss Aggressive Hybrid Fund vs JM Aggressive Hybrid Fund
Fund Details
Risk | Very High | Very High |
Rating | 5.0 | 5.0 |
Min SIP Amount | ₹100 | ₹100 |
Expense Ratio | 1.97 | 2.27 |
NAV | ₹59.43 | ₹121.05 |
Fund Started | 01 Aug 2009 | 12 Dec 1994 |
Fund Size | ₹2195.03 Cr | ₹678.92 Cr |
Exit Load | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 90 days. | Exit load of 1%, if redeemed within 60 days. |
Returns
1 Year | 25.51% | 33.92% |
3 Year | 15.02% | 19.40% |
5 Year | 17.70% | 24.58% |
Holding Analysis
Equity | 69.96% | 72.58% |
Cash | 0.46% | 8.08% |
Top Holdings
Top 10 Holdings |
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Fund Manager
Name | Dhawal Dalal | Satish Ramanathan |
Start Date | 01 Nov 2022 | 01 Oct 2024 |
About Fund
Description | The scheme seeks to generate long term growth of capital and current income through a portfolio investing predominantly in equity and equity related instruments and the balance in 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 | 01 Aug 2009 | 12 Dec 1994 |
