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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 | 1.84 | 2.27 |
NAV | ₹152.68 | ₹117.23 |
Fund Started | 09 Dec 1999 | 12 Dec 1994 |
Fund Size | ₹5543.80 Cr | ₹762.93 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
1.84
2.27
NAV
₹152.68
₹117.23
Fund Started
09 Dec 1999
12 Dec 1994
Fund Size
₹5543.80 Cr
₹762.93 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 | 11.05% | 14.53% |
3 Year | 9.52% | 18.27% |
5 Year | 13.77% | 22.57% |
1 Year
11.05%
14.53%
3 Year
9.52%
18.27%
5 Year
13.77%
22.57%
Holding Analysis
Equity | 71.65% | 74.99% |
Cash | 4.97% | 5.89% |
Equity
71.65%
74.99%
Cash
4.97%
5.89%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 4.27% |
ICICI Bank Ltd. | 4.04% |
Reliance Industries Ltd. | 3.53% |
Infosys Ltd. | 3.16% |
Bharti Airtel Ltd. | 2.98% |
Kalyan Jewellers India Ltd. | 2.52% |
Larsen & Toubro Ltd. | 2.15% |
State Bank of India | 1.84% |
Sun Pharmaceutical Industries Ltd. | 1.71% |
HCL Technologies Ltd. | 1.57% |
Name | Assets |
|---|---|
HDFC Bank Ltd. | 4.74% |
Infosys Ltd. | 3.90% |
Bharti Airtel Ltd. | 3.73% |
Axis Bank Ltd. | 3.16% |
ICICI Bank Ltd. | 3.04% |
Bajaj Auto Ltd. | 2.29% |
ABB India Ltd. | 2.06% |
Varun Beverages Ltd. | 1.90% |
Zomato Ltd. | 1.89% |
Cyient DLM Ltd. | 1.87% |
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
