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Compare Franklin India Equity 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 | 4.0 | 5.0 |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 2.09 | 2.28 |
NAV | ₹258.06 | ₹117.17 |
Fund Started | 15 Nov 1999 | 12 Dec 1994 |
Fund Size | ₹2077.66 Cr | ₹762.93 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. |
Risk
Very High
Very High
Rating
4.0
5.0
Min SIP Amount
₹500
₹100
Expense Ratio
2.09
2.28
NAV
₹258.06
₹117.17
Fund Started
15 Nov 1999
12 Dec 1994
Fund Size
₹2077.66 Cr
₹762.93 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 | 12.03% | 10.93% |
3 Year | 13.71% | 20.22% |
5 Year | 15.24% | 22.51% |
1 Year
12.03%
10.93%
3 Year
13.71%
20.22%
5 Year
15.24%
22.51%
Holding Analysis
Equity | 67.90% | 74.56% |
Cash | 4.28% | 6.09% |
Equity
67.90%
74.56%
Cash
4.28%
6.09%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 6.63% |
ICICI Bank Ltd. | 5.14% |
Infosys Ltd. | 3.48% |
Larsen & Toubro Ltd. | 3.44% |
Bharti Airtel Ltd. | 2.70% |
Axis Bank Ltd. | 2.41% |
HCL Technologies Ltd. | 2.24% |
Reliance Industries Ltd. | 1.90% |
United Spirits Ltd. | 1.84% |
Zomato Ltd. | 1.74% |
Name | Assets |
|---|---|
Infosys Ltd. | 4.93% |
HDFC Bank Ltd. | 4.07% |
Bharti Airtel Ltd. | 3.43% |
Jubilant FoodWorks Ltd. | 2.82% |
ICICI Bank Ltd. | 2.52% |
Sun Pharmaceutical Industries Ltd. | 2.47% |
Tech Mahindra Ltd. | 2.24% |
Bharat Forge Ltd. | 2.23% |
PG Electroplast Ltd. | 2.22% |
Bank Of Baroda | 2.08% |
Fund Manager
Name | Anand Radhakrishnan | Satish Ramanathan |
Start Date | 01 Jan 2019 | 01 Oct 2024 |
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 |
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
