Compare SBI Equity Hybrid Fund vs JM Aggressive Hybrid Fund
Fund Details
Risk | Very High | Very High |
Rating | 3.0 | 5.0 |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 1.4 | 2.27 |
NAV | ₹269.27 | ₹121.05 |
Fund Started | 31 Aug 1995 | 12 Dec 1994 |
Fund Size | ₹71585.08 Cr | ₹678.92 Cr |
Exit Load | For units in excess of 10% of the investment,1% will be charged for redemption within 365 days | Exit load of 1%, if redeemed within 60 days. |
Returns
1 Year | 19.37% | 33.92% |
3 Year | 9.10% | 19.40% |
5 Year | 13.57% | 24.58% |
Holding Analysis
Equity | 70.74% | 72.58% |
Cash | 10.75% | 8.08% |
Top Holdings
Top 10 Holdings |
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Fund Manager
Name | Rama Iyer Srinivasan | Satish Ramanathan |
Start Date | 08 Sep 2020 | 01 Oct 2024 |
About Fund
Description | The scheme seeks to provide investors long-term capital appreciation along with the liquidity of an open-ended scheme by investing in a mix of debt and equity. The scheme will invest in a diversified portfolio of equities of high growth companies and balance the risk through investing the rest in fixed income securities. | 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 | 31 Aug 1995 | 12 Dec 1994 |
