JM Equity Hybrid Fund - Growth - Regular Plan

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  • (-1.56%)Nav, as on 27-03-2020

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  • Net Change on 27-03-2020

  • 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 -19.80 -21.31 -28.78 -6.57 -2.57 9.60
Crisil 1 Yr T-Bill Index N/A N/A N/A N/A N/A N/A
CRISIL Hybrid 35+65 - Aggressive Index -16.89 -18.15 -11.96 2.21 4.80 6.89
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 -28.78 -6.57 -2.57 9.80
SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth Jan 06, 1996 -10.48 3.40 4.88 32,469.68
ICICI Prudential Equity & Debt Fund - Growth Nov 03, 1999 -20.67 -2.28 3.10 20,611.45
HDFC Hybrid Equity Fund-Growth Apr 06, 2005 -20.39 -3.84 0.31 18,935.02
Aditya Birla Sun Life Equity Hybrid'95 Fund - Regular Plan-Growth Feb 10, 1995 -23.45 -5.00 0.77 8,944.95
Nippon India Equity Hybrid Fund - Growth Plan Jun 10, 2005 Unrated -34.56 -8.91 -1.72 6,937.17

Fund Holdings as on 29-February-2020

  • TREPS

  • HDFC Bank Ltd.

  • Bajaj Finance Ltd.

  • Britannia Industries Ltd.

  • Asian Paints Ltd.

  • ICICI Lombard General Insurance Company Ltd.

  • Titan Company Ltd.

  • Kotak Mahindra Bank Ltd.

  • Maruti Suzuki India Ltd.

  • ICICI Bank Ltd.

  • Tata Consultancy Services Ltd.

  • Trent Ltd.

  • JSW Steel Ltd.

  • Bharti Airtel Ltd.

  • HDFC Life Insurance Company Ltd

  • Axis Bank Ltd.

  • Net Current Assets

  • Britannia Industries Ltd.

  • Flora Textiles Ltd.*

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  • Bank - Private

  • Miscellaneous

  • Finance - NBFC

  • Insurance

  • Consumer Food

  • Paints

  • Diamond & Jewellery

  • Automobiles - Passenger Cars

  • IT - Software

  • Retailing

  • Steel & Iron Products

  • Telecommunication - Service Provider

  • Textile - Weaving

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About JM Equity Hybrid Fund

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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 ₹9.80 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 down ₹-0.53(-1.56%)yesterday to ₹33.2201.

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

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 Multicap Fund
  • JM Tax Gain Fund

  • Cash

  • CRISIL AAA

  • Equity

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