Compare LIC MF Aggressive Hybrid Fund vs JM Aggressive Hybrid Fund
Risk | Very High | Very High |
Rating | 2.0 | 5.0 |
Min SIP Amount | ₹200 | ₹100 |
Expense Ratio | 2.48 | 2.28 |
NAV | ₹198.84 | ₹118.95 |
Fund Started | 01 Jan 1991 | 12 Dec 1994 |
Fund Size | ₹538.44 Cr | ₹811.30 Cr |
Exit Load | Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 3 months. | Exit load of 1%, if redeemed within 60 days. |
Risk
Very High
Very High
Rating
2.0
5.0
Min SIP Amount
₹200
₹100
Expense Ratio
2.48
2.28
NAV
₹198.84
₹118.95
Fund Started
01 Jan 1991
12 Dec 1994
Fund Size
₹538.44 Cr
₹811.30 Cr
Exit Load
Exit Load for units in excess of 12% of the investment,1% will be charged for redemption within 3 months.
Exit load of 1%, if redeemed within 60 days.
1 Year | 1.54% | -6.52% |
3 Year | 13.01% | 17.56% |
5 Year | 11.44% | 17.09% |
1 Year
1.54%
-6.52%
3 Year
13.01%
17.56%
5 Year
11.44%
17.09%
Equity | 75.00% | 76.46% |
Cash | 3.63% | 0.63% |
Equity
75.00%
76.46%
Cash
3.63%
0.63%
Top 10 Holdings |
|
|
Top 10 Holdings
HDFC Bank Ltd. | 5.75% |
ICICI Bank Ltd. | 4.36% |
Axis Bank Ltd. | 2.35% |
Infosys Ltd. | 2.33% |
Reliance Industries Ltd. | 2.27% |
Kotak Mahindra Bank Ltd. | 2.20% |
Mahindra & Mahindra Ltd. | 1.96% |
Tata Consultancy Services Ltd. | 1.90% |
Apollo Hospitals Enterprise Ltd. | 1.80% |
ITC Ltd. | 1.75% |
HDFC Bank Ltd. | 4.35% |
Ujjivan Small Finance Bank Ltd. | 4.01% |
Larsen & Toubro Ltd. | 3.91% |
Bharti Airtel Ltd. | 3.76% |
Multi Commodity Exchange Of India Ltd. | 3.68% |
Coforge Ltd. | 3.51% |
Bajaj Finance Ltd. | 3.39% |
Waaree Energies Ltd. | 3.01% |
One97 Communications Ltd. | 2.77% |
Canara Bank | 2.67% |
Name | Sumit Bhatnagar | Satish Ramanathan |
Start Date | 31 Oct 2025 | 01 Oct 2024 |
Name
Sumit Bhatnagar
Satish Ramanathan
Start Date
31 Oct 2025
01 Oct 2024
Description | The scheme seeks to provide regular returns and capital appreciation from a portfolio comprising of equity and debt instruments, and also in 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 | 01 Jan 1991 | 12 Dec 1994 |
Description
The scheme seeks to provide regular returns and capital appreciation from a portfolio comprising of equity and debt instruments, and also in 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
01 Jan 1991
12 Dec 1994