Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

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

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
JM Equity Hybrid Fund-Growth -2.07 -6.21 -0.25 14.09 8.26 11.35
CRISIL Hybrid 35+65 - Aggressive Index N/A N/A N/A N/A N/A N/A
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
JM Equity Hybrid Fund-Growth Apr 01, 1995 Unrated -0.25 14.09 8.26 2.61 9.93
SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth Jan 06, 1996 1.45 10.81 10.54 1.50 50,266.06
ICICI Prudential Equity & Debt Fund - Growth Nov 03, 1999 15.21 16.09 12.74 1.80 19,095.99
HDFC Hybrid Equity Fund-Growth Apr 06, 2005 1.99 10.77 8.01 1.76 17,762.50
Aditya Birla Sun Life Equity Hybrid'95 Fund - Regular Plan-Growth Feb 10, 1995 Unrated -1.18 8.63 6.69 1.87 7,763.96
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Feb 01, 1993 -0.98 11.48 10.39 1.87 7,592.95

Fund Holdings as on 31-May-2022

  • TREPS-Triparty Repo

  • HDFC Bank Ltd.

  • Reliance Industries Ltd.

  • Infosys Ltd.

  • Ashok Leyland Ltd.

  • Larsen & Toubro Ltd.

  • Ultratech Cement Ltd.

  • Maruti Suzuki India Ltd.

  • Mahindra & Mahindra Financial Services Ltd.

  • State Bank of India

  • SKF India Ltd.

  • ICICI Bank Ltd.

  • SBI Cards & Payment Services Ltd.

  • Axis Bank Ltd.

  • Britannia Industries Ltd.

  • L&T Technology Services Ltd.

  • Alembic Pharmaceuticals Limited

  • Mahanagar Gas Limited

  • Cummins India Ltd.

  • Jagran Prakashan Limited

  • Asian Paints Ltd.

  • Bharti Airtel Ltd.

  • HCL Technologies Ltd.

  • Bharat Forge Ltd.

  • Net Current Assets

  • Britannia Industries Ltd.**

  • Bharti Airtel Limited - Rights Partly Paid

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  • Miscellaneous

  • Bank - Private

  • IT - Software

  • Finance - NBFC

  • Refineries

  • Automobiles-Trucks/Lcv

  • Engineering - Construction

  • Cement & Construction Materials

  • Automobiles - Passenger Cars

  • Bank - Public

  • Bearings

  • Consumer Food

  • Pharmaceuticals & Drugs

  • Gas Transmission/Marketing

  • Diesel Engines

  • Printing And Publishing

  • Paints

  • Telecommunication - Service Provider

  • Forgings

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Fund Manager

  • Education:B.Com.,MMS
  • Experience:11 Year
  • Basic Details:Mr. Asit Bhandarkar has 11 years of experience in equity research and fund management. His last assignment was as Fund Manager with Lotus India Asset Management Company pvt. Ltd. prior to that, for more than 2 years, he was with SBI Funds Management pvt. Ltd. as a Junior Fund Manager. He started his career on the broking side as an equity analyst and has worked with firms like Jet Age Securities and Sushil Finance Consultants for almost 2 years
  • Funds Managed:
  • JM Arbitrage Fund
  • JM Focused Fund
  • JM Equity Hybrid Fund
  • JM Focused Fund
  • JM Large Cap Fund
  • JM Large Cap Fund
  • JM Tax Gain Fund
  • JM Value Fund
  • Cash

  • CRISIL AAA

  • Equity

  • Rights

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About JM Equity Hybrid Fund

Scheme Analysis

JM Equity Hybrid Fund is a Hybrid - Aggressive Hybrid Fund fund and belongs to JM Financial Mutual Fund. It was launched on 01-Apr-1995 and currently has an AUM of ₹9.93 crore. JM Equity Hybrid Fund is benchmarked against CRISIL Hybrid 35+65 - Aggressive Index as primary index and NIFTY 50 - TRI as secondary index.

The NAV of JM Equity Hybrid Fund ended up ₹0.12(0.19%)yesterday to ₹62.9999.

Among its top 3 holdings the fund has exposure to TREPS-Triparty Repo, and

The JM Equity Hybrid Fund is managed by Asit Bhandarkar and Chaitanya Choksi.

Fund House Contact

505, 5th Floor, Laxmi Towers, Bandra-Kurla Complex, Mumbai: 400 051

022-61987777
investor@jmfinancial.in
+ 91 (022) 2652 8388