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Compare HSBC 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 | 3.0 | 5.0 |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 1.86 | 2.27 |
NAV | ₹53.55 | ₹120.85 |
Fund Started | 17 Jan 2011 | 12 Dec 1994 |
Fund Size | ₹5631.02 Cr | ₹678.92 Cr |
Exit Load | Exit load of 1% if units in excess of 10% are redeemed or switched-out 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
1.86
2.27
NAV
₹53.55
₹120.85
Fund Started
17 Jan 2011
12 Dec 1994
Fund Size
₹5631.02 Cr
₹678.92 Cr
Exit Load
Exit load of 1% if units in excess of 10% are redeemed or switched-out within 1 year
Exit load of 1%, if redeemed within 60 days.
Returns
1 Year | 25.51% | 32.33% |
3 Year | 12.35% | 20.45% |
5 Year | 14.84% | 23.97% |
1 Year
25.51%
32.33%
3 Year
12.35%
20.45%
5 Year
14.84%
23.97%
Holding Analysis
Equity | 77.25% | 72.58% |
Cash | 0.41% | 8.08% |
Equity
77.25%
72.58%
Cash
0.41%
8.08%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Zomato Ltd. | 3.76% |
ICICI Bank Ltd. | 3.67% |
Bharat Electronics Ltd. | 3.05% |
Suzlon Energy Ltd. | 3.00% |
GE Vernova T&D India Ltd. | 2.98% |
CG Power and Industrial Solutions Ltd. | 2.85% |
Trent Ltd. | 2.73% |
Zensar Technologies Ltd. | 2.17% |
JSW Energy Ltd. | 2.07% |
Karur Vysya Bank Ltd. | 1.92% |
Name | Assets |
|---|---|
HDFC Bank Ltd. | 4.86% |
Infosys Ltd. | 4.40% |
Axis Bank Ltd. | 3.42% |
ICICI Bank Ltd. | 3.10% |
ITC Ltd. | 2.95% |
Bajaj Auto Ltd. | 2.14% |
Akums Drugs And Pharmaceuticals Ltd. | 2.02% |
Varun Beverages Ltd. | 1.94% |
Sun Pharmaceutical Industries Ltd. | 1.91% |
Voltas Ltd. | 1.82% |
Fund Manager
Name | Sonal Gupta | Satish Ramanathan |
Start Date | 01 Apr 2024 | 01 Oct 2024 |
Name
Sonal Gupta
Satish Ramanathan
Start Date
01 Apr 2024
01 Oct 2024
About Fund
Description | This scheme seeks to generate long term capital growth and income through investments in equity and equity related securities and fixed income 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 | 17 Jan 2011 | 12 Dec 1994 |
Description
This scheme seeks to generate long term capital growth and income through investments in equity and equity related securities and fixed income 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
17 Jan 2011
12 Dec 1994
