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Compare Canara Robeco 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 | 3.0 | 5.0 |
Min SIP Amount | ₹1000 | ₹100 |
Expense Ratio | 1.72 | 2.22 |
NAV | ₹356.01 | ₹117.64 |
Fund Started | 20 Jul 2007 | 12 Dec 1994 |
Fund Size | ₹10655.45 Cr | ₹801.98 Cr |
Exit Load | Exit load of 1% will be charged for any redemption more than 10% of units allotted are redeemed within 1 year. | Exit load of 1%, if redeemed within 60 days. |
Risk
Very High
Very High
Rating
3.0
5.0
Min SIP Amount
₹1000
₹100
Expense Ratio
1.72
2.22
NAV
₹356.01
₹117.64
Fund Started
20 Jul 2007
12 Dec 1994
Fund Size
₹10655.45 Cr
₹801.98 Cr
Exit Load
Exit load of 1% will be charged for any redemption more than 10% of units allotted are redeemed within 1 year.
Exit load of 1%, if redeemed within 60 days.
Returns
1 Year | 10.97% | 1.99% |
3 Year | 15.29% | 22.37% |
5 Year | 18.22% | 27.56% |
1 Year
10.97%
1.99%
3 Year
15.29%
22.37%
5 Year
18.22%
27.56%
Holding Analysis
Equity | 71.69% | 74.19% |
Cash | 4.45% | 5.28% |
Equity
71.69%
74.19%
Cash
4.45%
5.28%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 5.30% |
ICICI Bank Ltd. | 5.12% |
Reliance Industries Ltd. | 2.83% |
Bharti Airtel Ltd. | 2.45% |
Infosys Ltd. | 2.42% |
Power Finance Corporation Ltd. | 2.35% |
Axis Bank Ltd. | 2.19% |
Bajaj Finance Ltd. | 1.94% |
Larsen & Toubro Ltd. | 1.80% |
State Bank of India | 1.75% |
Name | Assets |
|---|---|
Bajaj Finance Ltd. | 4.68% |
Bharti Airtel Ltd. | 4.65% |
HDFC Bank Ltd. | 4.61% |
Power Grid Corporation Of India Ltd. | 3.83% |
REC Ltd. | 3.56% |
ICICI Bank Ltd. | 3.56% |
Tech Mahindra Ltd. | 3.47% |
Larsen & Toubro Ltd. | 2.85% |
Ujjivan Small Finance Bank Ltd. | 2.70% |
Infosys Ltd. | 2.62% |
Fund Manager
Name | Shridatta Bhandwaldar | Satish Ramanathan |
Start Date | 01 Oct 2019 | 01 Oct 2024 |
Name
Shridatta Bhandwaldar
Satish Ramanathan
Start Date
01 Oct 2019
01 Oct 2024
About Fund
Description | The scheme seeks to build a balanced portfolio, which would provide a combination of high annual return and capital appreciation. The scheme was made open-ended from March 2000. | 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 2007 | 12 Dec 1994 |
Description
The scheme seeks to build a balanced portfolio, which would provide a combination of high annual return and capital appreciation. The scheme was made open-ended from March 2000.
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 2007
12 Dec 1994