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Compare Groww Aggressive 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 | 2.0 | 5.0 |
Min SIP Amount | ₹500 | ₹100 |
Expense Ratio | 2.38 | 2.24 |
NAV | ₹20.76 | ₹119.84 |
Fund Started | 22 Nov 2018 | 12 Dec 1994 |
Fund Size | ₹48.23 Cr | ₹840.84 Cr |
Exit Load | Exit load of 1%, if redeemed within 7 days. | Exit load of 1%, if redeemed within 60 days. |
Risk
Very High
Very High
Rating
2.0
5.0
Min SIP Amount
₹500
₹100
Expense Ratio
2.38
2.24
NAV
₹20.76
₹119.84
Fund Started
22 Nov 2018
12 Dec 1994
Fund Size
₹48.23 Cr
₹840.84 Cr
Exit Load
Exit load of 1%, if redeemed within 7 days.
Exit load of 1%, if redeemed within 60 days.
Returns
1 Year | 0.27% | -7.24% |
3 Year | 12.69% | 20.84% |
5 Year | 14.58% | 21.02% |
1 Year
0.27%
-7.24%
3 Year
12.69%
20.84%
5 Year
14.58%
21.02%
Holding Analysis
Equity | 63.49% | 77.43% |
Cash | 8.66% | 2.39% |
Equity
63.49%
77.43%
Cash
8.66%
2.39%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 9.38% |
ICICI Bank Ltd. | 7.91% |
Larsen & Toubro Ltd. | 3.51% |
Bharti Airtel Ltd. | 3.08% |
Mahindra & Mahindra Ltd. | 3.05% |
Infosys Ltd. | 2.83% |
Max Financial Services Ltd. | 2.53% |
Bajaj Finance Ltd. | 2.51% |
Power Finance Corporation Ltd. | 2.36% |
Coforge Ltd. | 2.35% |
Name | Assets |
|---|---|
Bharti Airtel Ltd. | 4.10% |
Larsen & Toubro Ltd. | 3.83% |
HDFC Bank Ltd. | 3.60% |
Multi Commodity Exchange Of India Ltd. | 3.29% |
Tech Mahindra Ltd. | 3.22% |
Ujjivan Small Finance Bank Ltd. | 3.13% |
Bajaj Finance Ltd. | 3.04% |
ICICI Bank Ltd. | 3.00% |
Interglobe Aviation Ltd. | 2.81% |
Waaree Energies Ltd. | 2.74% |
Fund Manager
Name | Anupam Tiwari | Satish Ramanathan |
Start Date | 03 Oct 2023 | 01 Oct 2024 |
Name
Anupam Tiwari
Satish Ramanathan
Start Date
03 Oct 2023
01 Oct 2024
About Fund
Description | The Scheme seeks to generate periodic return and long term capital appreciation from a judicious mix of equity and debt 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 | 22 Nov 2018 | 12 Dec 1994 |
Description
The Scheme seeks to generate periodic return and long term capital appreciation from a judicious mix of equity and debt 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
22 Nov 2018
12 Dec 1994
