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Compare HSBC Managed Solutions India Growth 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 | 1.9 | 2.27 |
NAV | ₹39.20 | ₹122.07 |
Fund Started | 09 Apr 2014 | 12 Dec 1994 |
Fund Size | ₹41.88 Cr | ₹678.92 Cr |
Exit Load | Exit load of 1% if redeemed 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
1.9
2.27
NAV
₹39.20
₹122.07
Fund Started
09 Apr 2014
12 Dec 1994
Fund Size
₹41.88 Cr
₹678.92 Cr
Exit Load
Exit load of 1% if redeemed within 1 year
Exit load of 1%, if redeemed within 60 days.
Returns
1 Year | 23.20% | 33.81% |
3 Year | 13.42% | 21.46% |
5 Year | 16.66% | 24.19% |
1 Year
23.20%
33.81%
3 Year
13.42%
21.46%
5 Year
16.66%
24.19%
Holding Analysis
Equity | 0.00% | 72.58% |
Cash | 100.00% | 8.08% |
Equity
0.00%
72.58%
Cash
100.00%
8.08%
Top Holdings
Top 10 Holdings | - |
|
Top 10 Holdings
-
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 | The scheme seeks to provide long term total return primarily by seeking capital appreciation through an active asset allocation with diversification commensurate with the risk profile of investments by investing predominantly in units of equity mutual funds as well as in a basket of debt mutual funds, gold ETFs and other ETFs, offshore mutual funds and money market 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 | 09 Apr 2014 | 12 Dec 1994 |
Description
The scheme seeks to provide long term total return primarily by seeking capital appreciation through an active asset allocation with diversification commensurate with the risk profile of investments by investing predominantly in units of equity mutual funds as well as in a basket of debt mutual funds, gold ETFs and other ETFs, offshore mutual funds and money market 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
09 Apr 2014
12 Dec 1994
