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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 | 1.83 | 2.27 |
NAV | ₹154.95 | ₹121.38 |
Fund Started | 09 Dec 1999 | 12 Dec 1994 |
Fund Size | ₹5358.42 Cr | ₹678.92 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
1.83
2.27
NAV
₹154.95
₹121.38
Fund Started
09 Dec 1999
12 Dec 1994
Fund Size
₹5358.42 Cr
₹678.92 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 | 21.96% | 32.33% |
3 Year | 10.73% | 20.45% |
5 Year | 14.69% | 23.97% |
1 Year
21.96%
32.33%
3 Year
10.73%
20.45%
5 Year
14.69%
23.97%
Holding Analysis
Equity | 73.07% | 72.58% |
Cash | 1.11% | 8.08% |
Equity
73.07%
72.58%
Cash
1.11%
8.08%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 4.21% |
ICICI Bank Ltd. | 4.10% |
Reliance Industries Ltd. | 3.81% |
Bharti Airtel Ltd. | 3.01% |
Infosys Ltd. | 2.89% |
Kalyan Jewellers India Ltd. | 2.76% |
Larsen & Toubro Ltd. | 1.88% |
Others | 1.85% |
Sun Pharmaceutical Industries Ltd. | 1.81% |
State Bank of India | 1.68% |
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 | 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
