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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 | 1.89 | 2.29 |
NAV | ₹50.36 | ₹115.86 |
Fund Started | 17 Jan 2011 | 12 Dec 1994 |
Fund Size | ₹5021.82 Cr | ₹767.72 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
1.89
2.29
NAV
₹50.36
₹115.86
Fund Started
17 Jan 2011
12 Dec 1994
Fund Size
₹5021.82 Cr
₹767.72 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 | 2.80% | 3.49% |
3 Year | 11.78% | 20.72% |
5 Year | 17.28% | 27.80% |
1 Year
2.80%
3.49%
3 Year
11.78%
20.72%
5 Year
17.28%
27.80%
Holding Analysis
Equity | 74.69% | 75.85% |
Cash | 1.51% | 4.59% |
Equity
74.69%
75.85%
Cash
1.51%
4.59%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Eternal Ltd. | 4.12% |
Mahindra & Mahindra Ltd. | 3.85% |
ICICI Bank Ltd. | 3.69% |
HDFC Bank Ltd. | 3.67% |
Bharat Electronics Ltd. | 3.62% |
Trent Ltd. | 3.20% |
BSE Ltd. | 3.09% |
GE Vernova T&D India Ltd. | 2.92% |
CG Power and Industrial Solutions Ltd. | 2.90% |
Persistent Systems Ltd. | 2.48% |
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 | Sonal Gupta | Satish Ramanathan |
Start Date | 31 Dec 2023 | 01 Oct 2024 |
Name
Sonal Gupta
Satish Ramanathan
Start Date
31 Dec 2023
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