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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 | 2.24 |
NAV | ₹39.67 | ₹117.40 |
Fund Started | 09 Apr 2014 | 12 Dec 1994 |
Fund Size | ₹41.57 Cr | ₹840.84 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
2.24
NAV
₹39.67
₹117.40
Fund Started
09 Apr 2014
12 Dec 1994
Fund Size
₹41.57 Cr
₹840.84 Cr
Exit Load
Exit load of 1% if redeemed within 1 year
Exit load of 1%, if redeemed within 60 days.
Returns
1 Year | 2.04% | -5.25% |
3 Year | 14.12% | 19.38% |
5 Year | 17.47% | 21.05% |
1 Year
2.04%
-5.25%
3 Year
14.12%
19.38%
5 Year
17.47%
21.05%
Holding Analysis
Equity | 0.00% | 79.05% |
Cash | 100.00% | 1.40% |
Equity
0.00%
79.05%
Cash
100.00%
1.40%
Top Holdings
Top 10 Holdings | - |
|
Top 10 Holdings
-
Name | Assets |
|---|---|
Bharti Airtel Ltd. | 4.20% |
Multi Commodity Exchange Of India Ltd. | 4.05% |
Larsen & Toubro Ltd. | 3.77% |
HDFC Bank Ltd. | 3.72% |
Tech Mahindra Ltd. | 3.62% |
Bajaj Finance Ltd. | 3.42% |
Ujjivan Small Finance Bank Ltd. | 3.34% |
Camlin Fine Sciences Ltd. | 2.97% |
Waaree Energies Ltd. | 2.91% |
ICICI Bank Ltd. | 2.85% |
Fund Manager
Name | Sonal Gupta | Satish Ramanathan |
Start Date | 02 Dec 2022 | 01 Oct 2024 |
Name
Sonal Gupta
Satish Ramanathan
Start Date
02 Dec 2022
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
