JM Equity Hybrid Fund - Growth - Regular Plan

Other Plans and Options
  • 0.28 %Nav, as on 16-04-2021

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  • Net Change on 16-04-2021

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

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 -1.78 1.62 72.58 9.22 9.70 11.55
Crisil 1 Yr T-Bill Index N/A N/A N/A N/A N/A N/A
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 72.58 9.22 9.70 7.50
SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth Jan 06, 1996 40.22 10.85 12.34 37,727.05
HDFC Hybrid Equity Fund-Growth Apr 06, 2005 51.23 7.61 11.33 17,309.36
ICICI Prudential Equity & Debt Fund - Growth Nov 03, 1999 48.85 10.19 13.31 16,395.14
Aditya Birla Sun Life Equity Hybrid'95 Fund - Regular Plan-Growth Feb 10, 1995 Unrated 50.23 6.44 10.21 7,683.06
DSP Equity & Bond Fund- Regular Plan - Growth May 27, 1999 45.44 11.04 13.27 6,395.87

Fund Holdings as on 31-March-2021

  • TREPS

  • Steel Authority of India Ltd.

  • HDFC Bank Ltd.

  • Mahindra & Mahindra Financial Services Ltd.

  • Bajaj Finance Ltd.

  • Infosys Ltd.

  • Ashok Leyland Ltd.

  • Shree Cement Ltd.

  • HCL Technologies Ltd.

  • ICICI Lombard General Insurance Company Ltd.

  • State Bank of India

  • Asian Paints Ltd.

  • Bharti Airtel Ltd.

  • Ultratech Cement Ltd.

  • HDFC Life Insurance Company Ltd

  • SKF India Ltd.

  • Balkrishna Industries Ltd.

  • Maruti Suzuki India Ltd.

  • IndusInd Bank Ltd.

  • Tata Consultancy Services Ltd.

  • Net Current Assets

  • Britannia Industries Ltd.**

  • SBI Cards & Payment Services Ltd.

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  • Miscellaneous

  • Finance - NBFC

  • IT - Software

  • Bank - Private

  • Cement & Construction Materials

  • Steel & Iron Products

  • Insurance

  • Automobiles-Trucks/Lcv

  • Bank - Public

  • Paints

  • Telecommunication - Service Provider

  • Bearings

  • Tyres & Allied

  • Automobiles - Passenger Cars

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Fund Manager

  • Education: PGDBA, CFA
  • Experience:12 Years
  • Basic Details:Mr. Sanjay Kumar Chhabaria has more than 12 years of experience in fund management and equity research. In his last assignment, he was working as a Fund Manager with Lotus India AMC. prior to this, he has worked SBI Funds Management as a Fund Manager. He started his career on the broking side in equity research and has worked with firms like SMIFS Securities and IDBI Capital Markets for 4 years.
  • Funds Managed:
  • JM Arbitrage Fund
  • JM Equity Hybrid Fund
  • JM Flexicap Fund
  • JM Tax Gain Fund

  • Cash

  • CRISIL AAA

  • Equity

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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 ₹7.50 crore. JM Equity Hybrid Fund is benchmarked against Crisil 1 Yr T-Bill Index as primary index and 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 ₹0.16(0.28%)yesterday to ₹58.0327.

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

The JM Equity Hybrid Fund is managed by Sanjay Kumar Chhabaria .

Fund House Contact

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

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