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Compare Groww Aggressive 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 | 2.0 | 5.0 |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 2.3 | 2.29 |
NAV | ₹19.98 | ₹115.86 |
Fund Started | 22 Nov 2018 | 12 Dec 1994 |
Fund Size | ₹44.62 Cr | ₹767.72 Cr |
Exit Load | Exit load of 1%, if redeemed within 7 days. | Exit load of 1%, if redeemed within 60 days. |
Risk
Very High
Very High
Rating
2.0
5.0
Min SIP Amount
₹500
₹100
Expense Ratio
2.3
2.29
NAV
₹19.98
₹115.86
Fund Started
22 Nov 2018
12 Dec 1994
Fund Size
₹44.62 Cr
₹767.72 Cr
Exit Load
Exit load of 1%, if redeemed within 7 days.
Exit load of 1%, if redeemed within 60 days.
Returns
1 Year | 3.19% | 3.49% |
3 Year | 11.88% | 20.72% |
5 Year | 17.12% | 27.80% |
1 Year
3.19%
3.49%
3 Year
11.88%
20.72%
5 Year
17.12%
27.80%
Holding Analysis
Equity | 69.93% | 75.85% |
Cash | 5.72% | 4.59% |
Equity
69.93%
75.85%
Cash
5.72%
4.59%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 9.18% |
ICICI Bank Ltd. | 7.40% |
State Bank of India | 5.70% |
Bharti Airtel Ltd. | 3.01% |
Infosys Ltd. | 2.83% |
Bajaj Finance Ltd. | 2.76% |
Mahindra & Mahindra Ltd. | 2.74% |
Power Finance Corporation Ltd. | 2.58% |
Sun Pharmaceutical Industries Ltd. | 2.51% |
Tata Consultancy Services Ltd. | 2.50% |
Name | Assets |
|---|---|
Bajaj Finance Ltd. | 6.12% |
HDFC Bank Ltd. | 4.57% |
REC Ltd. | 3.80% |
Power Grid Corporation Of India Ltd. | 3.78% |
Infosys Ltd. | 3.68% |
Bharti Airtel Ltd. | 3.39% |
ICICI Bank Ltd. | 3.16% |
Bajaj Auto Ltd. | 2.70% |
Kotak Mahindra Bank Ltd. | 2.55% |
Jubilant FoodWorks Ltd. | 2.47% |
Fund Manager
Name | Anupam Tiwari | Satish Ramanathan |
Start Date | 03 Oct 2023 | 01 Oct 2024 |
Name
Anupam Tiwari
Satish Ramanathan
Start Date
03 Oct 2023
01 Oct 2024
About Fund
Description | The Scheme seeks to generate periodic return and long term capital appreciation from a judicious mix of equity and debt instruments. | 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 | 22 Nov 2018 | 12 Dec 1994 |
Description
The Scheme seeks to generate periodic return and long term capital appreciation from a judicious mix of equity and debt instruments.
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
22 Nov 2018
12 Dec 1994