- ProductsInvestment SuiteExclusiveFeatures
- PlatformTrading PlatformsFeatures and ToolsCalculatorsPricing
- ResearchResearch CallsResearch Reports
- MarketMarket MoversStocksIndicesMutual FundsIPO
- LearnStockshaalaResourceInvesting GuideEvents
- Partner
- Support
Products
Platform
Research
Market
Learn
Compare HSBC Managed Solutions India Growth 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 | 1.35 | 2.21 |
NAV | ₹39.77 | ₹120.41 |
Fund Started | 09 Apr 2014 | 12 Dec 1994 |
Fund Size | ₹40.53 Cr | ₹822.48 Cr |
Exit Load | Exit load of 1% if 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
1.35
2.21
NAV
₹39.77
₹120.41
Fund Started
09 Apr 2014
12 Dec 1994
Fund Size
₹40.53 Cr
₹822.48 Cr
Exit Load
Exit load of 1% if redeemed within 1 year
Exit load of 1%, if redeemed within 60 days.
Returns
1 Year | 4.34% | -1.67% |
3 Year | 19.61% | 25.74% |
5 Year | 19.41% | 26.93% |
1 Year
4.34%
-1.67%
3 Year
19.61%
25.74%
5 Year
19.41%
26.93%
Holding Analysis
Equity | 0.00% | 76.32% |
Cash | 100.00% | 2.03% |
Equity
0.00%
76.32%
Cash
100.00%
2.03%
Top Holdings
Top 10 Holdings | - |
|
Top 10 Holdings
-
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 | Sonal Gupta | Satish Ramanathan |
Start Date | 31 Dec 2023 | 01 Oct 2024 |
Name
Sonal Gupta
Satish Ramanathan
Start Date
31 Dec 2023
01 Oct 2024
About Fund
Description | The scheme seeks to provide long term total return primarily by seeking capital appreciation through an active asset allocation by investing in a basket of equity and debt mutual fund schemes 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 | 09 Apr 2014 | 12 Dec 1994 |
Description
The scheme seeks to provide long term total return primarily by seeking capital appreciation through an active asset allocation by investing in a basket of equity and debt mutual fund schemes 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
09 Apr 2014
12 Dec 1994