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Compare Franklin India 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 | 4.0 | 5.0 |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 2.06 | 2.2 |
NAV | ₹271.78 | ₹122.51 |
Fund Started | 15 Nov 1999 | 12 Dec 1994 |
Fund Size | ₹2248.32 Cr | ₹861.79 Cr |
Exit Load | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year. | Exit load of 1%, if redeemed within 60 days. |
Risk
Very High
Very High
Rating
4.0
5.0
Min SIP Amount
₹500
₹100
Expense Ratio
2.06
2.2
NAV
₹271.78
₹122.51
Fund Started
15 Nov 1999
12 Dec 1994
Fund Size
₹2248.32 Cr
₹861.79 Cr
Exit Load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
Exit load of 1%, if redeemed within 60 days.
Returns
1 Year | 5.51% | -1.93% |
3 Year | 17.92% | 23.64% |
5 Year | 19.28% | 22.27% |
1 Year
5.51%
-1.93%
3 Year
17.92%
23.64%
5 Year
19.28%
22.27%
Holding Analysis
Equity | 67.80% | 76.32% |
Cash | 4.40% | 2.03% |
Equity
67.80%
76.32%
Cash
4.40%
2.03%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 7.37% |
ICICI Bank Ltd. | 5.47% |
Larsen & Toubro Ltd. | 3.37% |
Bharti Airtel Ltd. | 3.16% |
Infosys Ltd. | 3.13% |
Axis Bank Ltd. | 2.93% |
Reliance Industries Ltd. | 2.87% |
HCL Technologies Ltd. | 2.42% |
Eternal Ltd. | 1.76% |
NTPC Ltd. | 1.56% |
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 | Anand Radhakrishnan | Satish Ramanathan |
Start Date | 01 Jan 2019 | 01 Oct 2024 |
Name
Anand Radhakrishnan
Satish Ramanathan
Start Date
01 Jan 2019
01 Oct 2024
About Fund
Description | The scheme seeks to achieve long-term capital appreciation with stability of investment and current income from a balanced portfolio of high quality equity and fixed-income securities. | 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 | 15 Nov 1999 | 12 Dec 1994 |
Description
The scheme seeks to achieve long-term capital appreciation with stability of investment and current income from a balanced portfolio of high quality equity and fixed-income securities.
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
15 Nov 1999
12 Dec 1994