Hybrid | Aggressive Hybrid Fund
3Y Returns
22.53%
Min SIP
₹0
Min Lumpsum
₹1000
Expense Ratio
2.5%
Fund Size
₹11 Cr
Inception Date
01-Aug-14
Fund Manager
Asit Bhandarkar
Exit Load
1% on or before 60D, Nil after 60D.
Interest Rate Sensitivity
Market Risk / Risk Taken Compared to Benchmark
Fund Size
SIP Returns
Risk Adjusted Returns
Portfolio Credit Quality
Extra Returns Over Benchmark
Returns Consistency
Performance Against Inflation
Overall Fund Zi Tag
Asset Allocation
Equity
77.45%
Debt & Others
22.55%
Market Cap Allocation
Large Cap
50.57%
Mid Cap
22.31%
Small Cap
5.18%
Other Cap
21.94%
Investment Objective
To Provide Steady Current Income As Well As Long Term Growth Of Capital.
Fund House Detail
AMC Name
JM Financial Asset Management Private Limited
Scheme Document
https://www.jmfinancialmf.com/Downloads/Addenda.aspx?SubReportID=538A8B27-62B1-4CFE-BFF2-65DDFF0D4627Address
505, 5th Floor, Laxmi Towers,Bandra-Kurla Complex,Mumbai: 400 051
Jm Equity Hybrid Fund (Direct) - Growth Option
1Y
35.05%
3Y
24.43%
5Y
25.8%
Icici Prudential Equity And Debt Fund - Direct Plan - Growth
1Y
25.55%
3Y
20.38%
5Y
22.3%
Bank Of India Mid & Small Cap Equity & Debt Fund Direct Plan - Growthgrowth
1Y
28.91%
3Y
19.99%
5Y
27.52%
Icici Prudential Thematic Advantage Fund (Fof) - Direct Plan - Growth
1Y
29.24%
3Y
19.73%
5Y
25.49%
Edelweiss Aggressive Hybrid Fund - Direct Growth
1Y
26.29%
3Y
18.8%
5Y
20.03%
Mahindra Manulife Aggressive Hybrid Fund - Direct - Growth
1Y
29.98%
3Y
18.63%
5Y
21.49%
Invesco India Equity And Bond Fund - Direct Plan Growth
1Y
34.04%
3Y
18.13%
5Y
17.08%
Uti Hybrid Equity Fund - Direct Growth Plan
1Y
27.06%
3Y
17.79%
5Y
19.6%
Kotak Equity Hybrid Fund - Direct Plan Growth
1Y
29.52%
3Y
17.61%
5Y
19.99%
Icici Prudential Passive Strategy Fund (Fof) - Direct Plan - Growth
1Y
25.75%
3Y
16.64%
5Y
18.52%
Nippon India Equity Hybrid Fund Direct Plan Growth Option
1Y
23.1%
3Y
16.37%
5Y
14.36%
Quant Absolute Fund Direct Plan - Growth
1Y
23.92%
3Y
16.11%
5Y
24.99%
Franklin India Equity Hybrid Fund - Direct Growth
1Y
25.07%
3Y
15.75%
5Y
17.71%
Bandhan Hybrid Equity Fund Direct Plan-Growth
1Y
27.26%
3Y
15.4%
5Y
17.74%
Dsp Equity And Bond Fund - Direct Plan - Growth
1Y
25.6%
3Y
14.8%
5Y
17.55%
Hdfc Hybrid Equity Fund - Direct Plan - Growth Option
1Y
20.23%
3Y
14.52%
5Y
16.65%
Navi Equity Hybrid Fund Direct Plan Growth
1Y
20.85%
3Y
14.33%
5Y
14.89%
Canara Robeco Equity Hybrid Fund Direct Growth
1Y
23.79%
3Y
14.16%
5Y
17.47%
Tata Hybrid Equity Fund Direct Plan Growth
1Y
22.19%
3Y
14.16%
5Y
15.57%
Groww Aggressive Hybrid Fund-Direct Plan - Growth
1Y
23.72%
3Y
13.9%
5Y
15.23%
Mirae Asset Hybrid - Equity Fund - Direct Plan - Growth
1Y
22.53%
3Y
13.59%
5Y
16.5%
Shriram Hybrid Equity Fund Direct - Growth
1Y
19.57%
3Y
13.3%
5Y
14.05%
Lic Aggressive Hybrid Fund - Direct Plan - Growth
1Y
24.99%
3Y
13.14%
5Y
13.43%
Aditya Birla Sun Life Equity Hybrid 95 Fund - Growth-Direct Plan
1Y
23.15%
3Y
12.68%
5Y
15.1%
Union Hybrid Equity Fund - Direct Plan - Growth
1Y
20.16%
3Y
12.68%
5Y
NA
Sbi Equity Hybrid Fund Direct Growth
1Y
21.08%
3Y
11.96%
5Y
14.78%
Pgim India Hybrid Equity Fund - Direct Plan - Growth - Growth
1Y
19.59%
3Y
10.39%
5Y
13.72%
Axis Equity Hybrid Fund - Direct Plan Growth
1Y
22.92%
3Y
9.08%
5Y
13.96%
Motilal Oswal Equity Hybrid Fund-Direct Plan Growth
1Y
2.43%
3Y
7.28%
5Y
11.42%
Hsbc Equity Hybrid Fund Direct Plan Growth
1Y
NA
3Y
0.85%
5Y
7.81%
BSE Member code: 58371
Wealthzi Investment Advisers (A division of Lime Internet Private Limited)
[CIN: U74999DL2017PTC310507] [PAN: AADCL2103M] [GSTIN: 07AADCL2103M1ZP]
[SEBI Registered Name: Lime Internet Private Limited] [SEBI RIA Registration No: INA000018133] [BASL Member ID: 2014] [Type of Registration: Non-Individual] [Validity of Registration: Perpetual] [Registered Address: Flat No. 603, 6th Floor, Kanchenjunga Building, 18 Barakhamba Road, New Delhi - 110001] [Principal Officer: Jyoti Prakash Nayak, Email: [email protected]] [Compliance Officer: Harshit Singh, Email: [email protected]] [Grievance Officer: Sanjeev Johari, Email: [email protected]]
[SEBI Regional Office Address: Securities and Exchange Board of India, NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi - 110023, Ph: 011-69012998, Email: [email protected]]
Disclaimers:
Investment in securities market are subject to market risks. Read all the related documents carefully before investing.
Registration granted by SEBI, membership of BASL and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors.
The information is only for consumption by the client and such material should not be redistributed.