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Compare LIC MF 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 | ₹200 | ₹100 |
Expense Ratio | 2.47 | 2.26 |
NAV | ₹201.75 | ₹123.23 |
Fund Started | 01 Jan 1991 | 12 Dec 1994 |
Fund Size | ₹522.20 Cr | ₹796.04 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
2.47
2.26
NAV
₹201.75
₹123.23
Fund Started
01 Jan 1991
12 Dec 1994
Fund Size
₹522.20 Cr
₹796.04 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.
Returns
1 Year | 5.12% | -0.96% |
3 Year | 13.55% | 20.11% |
5 Year | 13.74% | 21.13% |
1 Year
5.12%
-0.96%
3 Year
13.55%
20.11%
5 Year
13.74%
21.13%
Holding Analysis
Equity | 75.60% | 77.96% |
Cash | 2.17% | 0.86% |
Equity
75.60%
77.96%
Cash
2.17%
0.86%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 4.91% |
ICICI Bank Ltd. | 3.96% |
Reliance Industries Ltd. | 2.44% |
Infosys Ltd. | 2.31% |
Axis Bank Ltd. | 2.14% |
Mahindra & Mahindra Ltd. | 1.99% |
Sansera Engineering Ltd. | 1.85% |
Kotak Mahindra Bank Ltd. | 1.84% |
ITC Ltd. | 1.80% |
Apollo Hospitals Enterprise Ltd. | 1.78% |
Name | Assets |
|---|---|
HDFC Bank Ltd. | 4.18% |
Bharti Airtel Ltd. | 3.78% |
Ujjivan Small Finance Bank Ltd. | 3.46% |
Bajaj Finance Ltd. | 3.45% |
Waaree Energies Ltd. | 3.22% |
Larsen & Toubro Ltd. | 3.13% |
Multi Commodity Exchange Of India Ltd. | 3.00% |
Tech Mahindra Ltd. | 2.64% |
ICICI Bank Ltd. | 2.63% |
Eternal Ltd. | 2.60% |
Fund Manager
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
About Fund
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