Compare Franklin India Equity Hybrid Fund vs JM Aggressive Hybrid Fund
Fund Details
Risk | Very High | Very High |
Rating | 3.0 | 5.0 |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 2.09 | 2.27 |
NAV | ₹257.87 | ₹121.05 |
Fund Started | 15 Nov 1999 | 12 Dec 1994 |
Fund Size | ₹2013.57 Cr | ₹678.92 Cr |
Exit Load | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year. | Exit load of 1%, if redeemed within 60 days. |
Returns
1 Year | 24.63% | 34.17% |
3 Year | 12.33% | 19.43% |
5 Year | 16.19% | 24.60% |
Holding Analysis
Equity | 68.16% | 71.92% |
Cash | 1.83% | 9.57% |
Top Holdings
Top 10 Holdings |
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Fund Manager
Name | Anand Radhakrishnan | Satish Ramanathan |
Start Date | 01 Jan 2019 | 01 Oct 2024 |
About Fund
Description | The scheme seeks to achieve long-term capital appreciation with stability of investment and current income from a balanced portfolio of high quality equity and fixed-income 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 | 15 Nov 1999 | 12 Dec 1994 |
