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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 | 2.07 | 2.23 |
NAV | ₹267.16 | ₹116.87 |
Fund Started | 15 Nov 1999 | 12 Dec 1994 |
Fund Size | ₹2131.25 Cr | ₹801.98 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
2.07
2.23
NAV
₹267.16
₹116.87
Fund Started
15 Nov 1999
12 Dec 1994
Fund Size
₹2131.25 Cr
₹801.98 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 | 9.19% | 0.71% |
3 Year | 17.46% | 22.79% |
5 Year | 21.33% | 28.17% |
1 Year
9.19%
0.71%
3 Year
17.46%
22.79%
5 Year
21.33%
28.17%
Holding Analysis
Equity | 67.16% | 74.19% |
Cash | 2.62% | 5.28% |
Equity
67.16%
74.19%
Cash
2.62%
5.28%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 7.47% |
ICICI Bank Ltd. | 6.03% |
Larsen & Toubro Ltd. | 3.29% |
Bharti Airtel Ltd. | 3.09% |
Axis Bank Ltd. | 3.06% |
Infosys Ltd. | 2.98% |
Reliance Industries Ltd. | 2.64% |
HCL Technologies Ltd. | 2.10% |
Eternal Ltd. | 1.75% |
United Spirits Ltd. | 1.72% |
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 | 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