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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 | 2.4 | 2.29 |
NAV | ₹29.01 | ₹111.46 |
Fund Started | 08 Nov 2013 | 12 Dec 1994 |
Fund Size | ₹45.84 Cr | ₹752.06 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
2.4
2.29
NAV
₹29.01
₹111.46
Fund Started
08 Nov 2013
12 Dec 1994
Fund Size
₹45.84 Cr
₹752.06 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 | -0.17% | 6.25% |
3 Year | 9.39% | 19.04% |
5 Year | 10.32% | 21.19% |
1 Year
-0.17%
6.25%
3 Year
9.39%
19.04%
5 Year
10.32%
21.19%
Holding Analysis
Equity | 68.71% | 74.56% |
Cash | 2.68% | 6.09% |
Equity
68.71%
74.56%
Cash
2.68%
6.09%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Sun Pharmaceutical Industries Ltd. | 3.55% |
Bharti Airtel Ltd. | 3.31% |
Dixon Technologies (India) Ltd. | 3.07% |
Trent Ltd. | 2.95% |
Lupin Ltd. | 2.90% |
ICICI Bank Ltd. | 2.79% |
Zomato Ltd. | 2.75% |
Voltas Ltd. | 2.68% |
Divi's Laboratories Ltd. | 2.64% |
The Indian Hotels Company Ltd. | 2.63% |
Name | Assets |
|---|---|
Infosys Ltd. | 4.93% |
HDFC Bank Ltd. | 4.07% |
Bharti Airtel Ltd. | 3.43% |
Jubilant FoodWorks Ltd. | 2.82% |
ICICI Bank Ltd. | 2.52% |
Sun Pharmaceutical Industries Ltd. | 2.47% |
Tech Mahindra Ltd. | 2.24% |
Bharat Forge Ltd. | 2.23% |
PG Electroplast Ltd. | 2.22% |
Bank Of Baroda | 2.08% |
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
