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Asset Size:6Cr
Expense Ratio:0%
Fund Manager(s):Sanjay Chhabaria,
5year Returns:7.44%

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JM Equity Hybrid Fund Growth

JM Financial       

Balanced Equity
Aggressive Allocation

Nav : 52.6569 ( 0.12%) December 2nd, 2020

People currently viewing this : 1

Rank (of 245)

27

Annualized Returns(5 yrs)

7.44%

Investment Horizon

>3 Yr

Doubled Money

9yrs 7m

Returns since April 1st, 1995

11.31%

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

35.2L

Projected Maturity Amount

92.4L

JM Financial     

Balanced Equity
Aggressive Allocation

Nav : 52.6569 ( 0.12%) December 2nd, 2020

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

Min Investment ₹500

Amount Invested

57.2L

Projected Wealth Gained

35.2L

Projected Maturity Amount

92.4L

Rank (of 245)

27

Annualized Returns(5 yrs)

7.44%

Investment Horizon

>3 Yr

Doubled Money

9yrs 7m

Returns since April 1st, 1995

11.31%

FUND PAST 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
null%
Fund Category Risk
Moderate
Std Dev (1Yr)
33.789
Std Dev (3Yr)
21.443
Std Dev (5Yr)
17.636
Asset Size
6Cr
Investment Details
Investment Plan
Growth
Return since Launch
11.31 %
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1% if withdrawn within 60 Day(s)
No exit load if withdrawn after 60 Day(s)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