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JM Equity Hybrid Fund Growth

Balanced Equity | Aggressive Allocation

Nav : 45.7186 ( 0.03%) January 18th, 2019

People currently viewing this : 1

Rank (of 245)

5

Annualized Returns

11.14%

Investment Horizon

>3 Yr

Doubled Money

6yrs 6m

Returns since April 1st, 1995

11.59%

One Time

Monthly

Min Investment ₹500


Balanced Equity | Aggressive Allocation

Nav : 45.7186 ( 0.03%) January 18th, 2019

People currently viewing this : 1

Upwardly's Take :

These funds invest predominantly in Equity (65-80%) with rest allocation in debt. Investors looking for exposure to equity but wanting more stability than pure Equity funds should invest in this fund. Only 10% long-term tax on capital gains above 1 lakh.

Invest in these funds with minimum of 3 years horizon for your medium to long term goals like Retirement, Children's education etc

One Time

Monthly

Min Investment ₹500


Rank (of 245)

5

Annualized Returns

11.14%

Investment Horizon

>3 Yr

Doubled Money

6yrs 6m

Returns since April 1st, 1995

11.59%

FUND PERFORMANCE

Fund's historical return with Fixed Deposit



Invested for

3m
6m
1y
3y
5y

3 and 6 Months returns are absolute

Assuming 30% tax bracket

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply

2x
4x
5x

TOP 5 HOLDING INVESTED IN

TOP 5 SECTORS INVESTED IN

FUND DETAIL INFORMATION

To provide steady current income as well as long term growth of capital.

Basic Details
Fund House
JM Financial
Launch Date
April 1st, 1995
Expense Ratio
2.13%
Fund Category Risk
Moderate
Std Dev (1Yr)
7.295
Std Dev (3Yr)
9.097
Std Dev (5Yr)
10.647
Asset Size
3527Cr
Investment Details
Investment Plan
Growth
Return since Launch
11.59 %
Exit Load
1% if withdrawn within 60 Day(s)
No exit load if withdrawn after 60 Day(s)
Contact Details
Fund Manager(s)
Phone No.
+91 22 61987777