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Compare Sundaram Aggressive Hybrid Fund vs JM Aggressive Hybrid Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | High | Very High |
Rating | 3.0 | 5.0 |
Min SIP Amount | ₹100 | ₹100 |
Expense Ratio | 1.86 | 2.29 |
NAV | ₹147.87 | ₹112.38 |
Fund Started | 09 Dec 1999 | 12 Dec 1994 |
Fund Size | ₹5435.68 Cr | ₹752.06 Cr |
Exit Load | For units in excess of 25% of the investment,1% will be charged for redemption within 365 days | Exit load of 1%, if redeemed within 60 days. |
Risk
High
Very High
Rating
3.0
5.0
Min SIP Amount
₹100
₹100
Expense Ratio
1.86
2.29
NAV
₹147.87
₹112.38
Fund Started
09 Dec 1999
12 Dec 1994
Fund Size
₹5435.68 Cr
₹752.06 Cr
Exit Load
For units in excess of 25% of the investment,1% will be charged for redemption within 365 days
Exit load of 1%, if redeemed within 60 days.
Returns
1 Year | 5.48% | 4.96% |
3 Year | 10.48% | 18.61% |
5 Year | 12.72% | 21.19% |
1 Year
5.48%
4.96%
3 Year
10.48%
18.61%
5 Year
12.72%
21.19%
Holding Analysis
Equity | 69.46% | 77.28% |
Cash | 6.51% | 3.34% |
Equity
69.46%
77.28%
Cash
6.51%
3.34%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 4.07% |
ICICI Bank Ltd. | 4.06% |
Reliance Industries Ltd. | 4.03% |
Infosys Ltd. | 3.22% |
Bharti Airtel Ltd. | 2.99% |
Larsen & Toubro Ltd. | 2.07% |
State Bank of India | 1.99% |
Kalyan Jewellers India Ltd. | 1.71% |
Sun Pharmaceutical Industries Ltd. | 1.68% |
Kotak Mahindra Bank Ltd. | 1.63% |
Name | Assets |
|---|---|
Infosys Ltd. | 5.00% |
Bajaj Finance Ltd. | 4.51% |
HDFC Bank Ltd. | 3.77% |
Bajaj Auto Ltd. | 3.68% |
Bharti Airtel Ltd. | 3.57% |
ICICI Bank Ltd. | 3.33% |
REC Ltd. | 2.99% |
Jubilant FoodWorks Ltd. | 2.81% |
Zomato Ltd. | 2.45% |
Sun Pharmaceutical Industries Ltd. | 2.32% |
Fund Manager
Name | Dwijendra Srivastava | Satish Ramanathan |
Start Date | 03 Nov 2015 | 01 Oct 2024 |
Name
Dwijendra Srivastava
Satish Ramanathan
Start Date
03 Nov 2015
01 Oct 2024
About Fund
Description | The scheme seeks long-term capital appreciation and current income from a balanced portfolio of equity and debt 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 | 09 Dec 1999 | 12 Dec 1994 |
Description
The scheme seeks long-term capital appreciation and current income from a balanced portfolio of equity and debt 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
09 Dec 1999
12 Dec 1994
