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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 | 3.0 | 5.0 |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 2.09 | 2.28 |
NAV | ₹263.01 | ₹123.23 |
Fund Started | 15 Nov 1999 | 12 Dec 1994 |
Fund Size | ₹2050.04 Cr | ₹719.68 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
3.0
5.0
Min SIP Amount
₹500
₹100
Expense Ratio
2.09
2.28
NAV
₹263.01
₹123.23
Fund Started
15 Nov 1999
12 Dec 1994
Fund Size
₹2050.04 Cr
₹719.68 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 | 19.89% | 30.01% |
3 Year | 15.51% | 23.58% |
5 Year | 16.14% | 23.79% |
1 Year
19.89%
30.01%
3 Year
15.51%
23.58%
5 Year
16.14%
23.79%
Holding Analysis
Equity | 68.38% | 74.99% |
Cash | 1.97% | 5.89% |
Equity
68.38%
74.99%
Cash
1.97%
5.89%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 6.80% |
ICICI Bank Ltd. | 5.29% |
Infosys Ltd. | 3.48% |
Larsen & Toubro Ltd. | 3.40% |
Bharti Airtel Ltd. | 2.80% |
Axis Bank Ltd. | 2.40% |
HCL Technologies Ltd. | 2.19% |
Reliance Industries Ltd. | 2.05% |
Zomato Ltd. | 1.77% |
United Spirits Ltd. | 1.75% |
Name | Assets |
|---|---|
HDFC Bank Ltd. | 4.74% |
Infosys Ltd. | 3.90% |
Bharti Airtel Ltd. | 3.73% |
Axis Bank Ltd. | 3.16% |
ICICI Bank Ltd. | 3.04% |
Bajaj Auto Ltd. | 2.29% |
ABB India Ltd. | 2.06% |
Varun Beverages Ltd. | 1.90% |
Zomato Ltd. | 1.89% |
Cyient DLM Ltd. | 1.87% |
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
