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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 | 2.46 | 2.27 |
NAV | ₹187.64 | ₹120.85 |
Fund Started | 01 Jan 1991 | 12 Dec 1994 |
Fund Size | ₹535.08 Cr | ₹678.92 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
2.46
2.27
NAV
₹187.64
₹120.85
Fund Started
01 Jan 1991
12 Dec 1994
Fund Size
₹535.08 Cr
₹678.92 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 | 22.52% | 32.33% |
3 Year | 10.00% | 20.45% |
5 Year | 12.72% | 23.97% |
1 Year
22.52%
32.33%
3 Year
10.00%
20.45%
5 Year
12.72%
23.97%
Holding Analysis
Equity | 76.88% | 72.58% |
Cash | 1.32% | 8.08% |
Equity
76.88%
72.58%
Cash
1.32%
8.08%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 5.86% |
ICICI Bank Ltd. | 4.66% |
Reliance Industries Ltd. | 3.45% |
Infosys Ltd. | 3.25% |
Piramal Pharma Ltd. | 2.61% |
Trent Ltd. | 2.61% |
Sansera Engineering Ltd. | 2.30% |
ITC Ltd. | 2.23% |
Larsen & Toubro Ltd. | 1.97% |
Tata Consultancy Services Ltd. | 1.95% |
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 | 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
