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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 | 2.21 |
NAV | ₹20.15 | ₹118.98 |
Fund Started | 20 Jul 2018 | 12 Dec 1994 |
Fund Size | ₹1575.64 Cr | ₹822.48 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
2.21
NAV
₹20.15
₹118.98
Fund Started
20 Jul 2018
12 Dec 1994
Fund Size
₹1575.64 Cr
₹822.48 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 | 6.50% | -2.40% |
3 Year | 14.18% | 25.10% |
5 Year | 14.90% | 26.65% |
1 Year
6.50%
-2.40%
3 Year
14.18%
25.10%
5 Year
14.90%
26.65%
Holding Analysis
Equity | 73.38% | 76.32% |
Cash | 3.03% | 2.03% |
Equity
73.38%
76.32%
Cash
3.03%
2.03%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 5.80% |
ICICI Bank Ltd. | 5.72% |
Reliance Industries Ltd. | 3.82% |
Infosys Ltd. | 3.64% |
Bharti Airtel Ltd. | 3.64% |
Mahindra & Mahindra Ltd. | 2.43% |
State Bank of India | 2.31% |
Larsen & Toubro Ltd. | 2.13% |
Bajaj Finance Ltd. | 1.76% |
Divi's Laboratories Ltd. | 1.60% |
Name | Assets |
|---|---|
Bharti Airtel Ltd. | 4.97% |
Larsen & Toubro Ltd. | 3.96% |
Bajaj Finance Ltd. | 3.85% |
HDFC Bank Ltd. | 3.78% |
Tech Mahindra Ltd. | 3.54% |
ICICI Bank Ltd. | 3.52% |
Multi Commodity Exchange Of India Ltd. | 3.21% |
Ujjivan Small Finance Bank Ltd. | 3.07% |
Waaree Energies Ltd. | 2.90% |
Hindustan Aeronautics Ltd. | 2.54% |
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