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Compare Shriram 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 | ₹500 | ₹100 |
Expense Ratio | 2.3 | 2.27 |
NAV | ₹30.81 | ₹120.85 |
Fund Started | 08 Nov 2013 | 12 Dec 1994 |
Fund Size | ₹49.36 Cr | ₹678.92 Cr |
Exit Load | Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 90 days. | Exit load of 1%, if redeemed within 60 days. |
Risk
Very High
Very High
Rating
2.0
5.0
Min SIP Amount
₹500
₹100
Expense Ratio
2.3
2.27
NAV
₹30.81
₹120.85
Fund Started
08 Nov 2013
12 Dec 1994
Fund Size
₹49.36 Cr
₹678.92 Cr
Exit Load
Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 90 days.
Exit load of 1%, if redeemed within 60 days.
Returns
1 Year | 17.78% | 32.33% |
3 Year | 9.93% | 20.45% |
5 Year | 11.85% | 23.97% |
1 Year
17.78%
32.33%
3 Year
9.93%
20.45%
5 Year
11.85%
23.97%
Holding Analysis
Equity | 63.99% | 72.58% |
Cash | 11.66% | 8.08% |
Equity
63.99%
72.58%
Cash
11.66%
8.08%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Bajaj Auto Ltd. | 5.24% |
Sun Pharmaceutical Industries Ltd. | 5.24% |
Trent Ltd. | 4.65% |
Bharti Airtel Ltd. | 4.40% |
Torrent Pharmaceuticals Ltd. | 4.09% |
Bosch Ltd. | 3.91% |
Colgate-Palmolive (India) Ltd. | 3.86% |
Lupin Ltd. | 3.85% |
TVS Motor Company Ltd. | 3.54% |
Cummins India Ltd. | 3.40% |
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 | Gargi Bhattacharyya Banerjee | Satish Ramanathan |
Start Date | 21 Nov 2019 | 01 Oct 2024 |
Name
Gargi Bhattacharyya Banerjee
Satish Ramanathan
Start Date
21 Nov 2019
01 Oct 2024
About Fund
Description | The scheme seeks to generate long term Capital appreciation and current income with reduced volatility by investing in a judicious mix of a diversified portfolio of equity and Equity related investments, debt 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 | 08 Nov 2013 | 12 Dec 1994 |
Description
The scheme seeks to generate long term Capital appreciation and current income with reduced volatility by investing in a judicious mix of a diversified portfolio of equity and Equity related investments, debt 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
08 Nov 2013
12 Dec 1994
