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Compare LIC MF 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 | ₹200 | ₹100 |
Expense Ratio | 2.48 | 2.27 |
NAV | ₹182.22 | ₹117.23 |
Fund Started | 01 Jan 1991 | 12 Dec 1994 |
Fund Size | ₹528.91 Cr | ₹762.93 Cr |
Exit Load | Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 3 months. | Exit load of 1%, if redeemed within 60 days. |
Risk
Very High
Very High
Rating
2.0
5.0
Min SIP Amount
₹200
₹100
Expense Ratio
2.48
2.27
NAV
₹182.22
₹117.23
Fund Started
01 Jan 1991
12 Dec 1994
Fund Size
₹528.91 Cr
₹762.93 Cr
Exit Load
Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 3 months.
Exit load of 1%, if redeemed within 60 days.
Returns
1 Year | 10.49% | 14.53% |
3 Year | 8.08% | 18.27% |
5 Year | 11.57% | 22.57% |
1 Year
10.49%
14.53%
3 Year
8.08%
18.27%
5 Year
11.57%
22.57%
Holding Analysis
Equity | 76.81% | 74.99% |
Cash | 1.10% | 5.89% |
Equity
76.81%
74.99%
Cash
1.10%
5.89%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 6.05% |
ICICI Bank Ltd. | 4.68% |
Infosys Ltd. | 3.67% |
Reliance Industries Ltd. | 3.18% |
Trent Ltd. | 2.63% |
Sansera Engineering Ltd. | 2.28% |
ITC Ltd. | 2.24% |
Piramal Pharma Ltd. | 2.14% |
Tata Consultancy Services Ltd. | 2.03% |
Larsen & Toubro Ltd. | 1.99% |
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 | Sumit Bhatnagar | Satish Ramanathan |
Start Date | 01 Jul 2024 | 01 Oct 2024 |
Name
Sumit Bhatnagar
Satish Ramanathan
Start Date
01 Jul 2024
01 Oct 2024
About Fund
Description | The scheme seeks to provide regular returns and capital appreciation from a portfolio comprising of equity and debt instruments, and also in 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 | 01 Jan 1991 | 12 Dec 1994 |
Description
The scheme seeks to provide regular returns and capital appreciation from a portfolio comprising of equity and debt instruments, and also in 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
01 Jan 1991
12 Dec 1994
