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Compare Axis Equity Hybrid Fund vs JM Aggressive Hybrid Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 1.0 | 5.0 |
Min SIP Amount | ₹100 | ₹100 |
Expense Ratio | 2.15 | 2.29 |
NAV | ₹19.95 | ₹115.52 |
Fund Started | 20 Jul 2018 | 12 Dec 1994 |
Fund Size | ₹1520.96 Cr | ₹767.72 Cr |
Exit Load | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months. | Exit load of 1%, if redeemed within 60 days. |
Risk
Very High
Very High
Rating
1.0
5.0
Min SIP Amount
₹100
₹100
Expense Ratio
2.15
2.29
NAV
₹19.95
₹115.52
Fund Started
20 Jul 2018
12 Dec 1994
Fund Size
₹1520.96 Cr
₹767.72 Cr
Exit Load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
Exit load of 1%, if redeemed within 60 days.
Returns
1 Year | 11.45% | 1.67% |
3 Year | 10.88% | 21.49% |
5 Year | 16.51% | 27.87% |
1 Year
11.45%
1.67%
3 Year
10.88%
21.49%
5 Year
16.51%
27.87%
Holding Analysis
Equity | 72.04% | 75.85% |
Cash | 3.22% | 4.59% |
Equity
72.04%
75.85%
Cash
3.22%
4.59%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 5.65% |
ICICI Bank Ltd. | 5.64% |
Infosys Ltd. | 3.66% |
Bharti Airtel Ltd. | 3.52% |
Reliance Industries Ltd. | 3.32% |
Mahindra & Mahindra Ltd. | 2.45% |
State Bank of India | 2.27% |
Larsen & Toubro Ltd. | 1.88% |
Bajaj Finance Ltd. | 1.78% |
Bajaj Finserv Ltd. | 1.73% |
Name | Assets |
|---|---|
Bajaj Finance Ltd. | 6.12% |
HDFC Bank Ltd. | 4.57% |
REC Ltd. | 3.80% |
Power Grid Corporation Of India Ltd. | 3.78% |
Infosys Ltd. | 3.68% |
Bharti Airtel Ltd. | 3.39% |
ICICI Bank Ltd. | 3.16% |
Bajaj Auto Ltd. | 2.70% |
Kotak Mahindra Bank Ltd. | 2.55% |
Jubilant FoodWorks Ltd. | 2.47% |
Fund Manager
Name | Devang Shah | Satish Ramanathan |
Start Date | 05 Apr 2024 | 01 Oct 2024 |
Name
Devang Shah
Satish Ramanathan
Start Date
05 Apr 2024
01 Oct 2024
About Fund
Description | The scheme seeks to generate long term capital appreciation along with current income by investing in a mix of Equity and Equity related Instruments, debt Instruments and money market instruments. | The scheme aims at steady current income as well as long term growth of capital from a balanced portfolio of debt and equity. |
Launch Date | 20 Jul 2018 | 12 Dec 1994 |
Description
The scheme seeks to generate long term capital appreciation along with current income by investing in a mix of Equity and Equity related Instruments, debt Instruments and money market instruments.
The scheme aims at steady current income as well as long term growth of capital from a balanced portfolio of debt and equity.
Launch Date
20 Jul 2018
12 Dec 1994