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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 | 2.27 |
NAV | ₹200.13 | ₹120.83 |
Fund Started | 01 Jan 1991 | 12 Dec 1994 |
Fund Size | ₹537.06 Cr | ₹815.80 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
2.27
NAV
₹200.13
₹120.83
Fund Started
01 Jan 1991
12 Dec 1994
Fund Size
₹537.06 Cr
₹815.80 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 | 3.37% | -2.65% |
3 Year | 12.45% | 17.99% |
5 Year | 12.07% | 18.24% |
1 Year
3.37%
-2.65%
3 Year
12.45%
17.99%
5 Year
12.07%
18.24%
Holding Analysis
Equity | 75.27% | 77.79% |
Cash | 3.21% | 0.91% |
Equity
75.27%
77.79%
Cash
3.21%
0.91%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 5.56% |
ICICI Bank Ltd. | 4.23% |
Infosys Ltd. | 2.31% |
Axis Bank Ltd. | 2.27% |
Kotak Mahindra Bank Ltd. | 2.18% |
Reliance Industries Ltd. | 2.15% |
Sansera Engineering Ltd. | 1.98% |
Mahindra & Mahindra Ltd. | 1.97% |
Apollo Hospitals Enterprise Ltd. | 1.89% |
ITC Ltd. | 1.83% |
Name | Assets |
|---|---|
HDFC Bank Ltd. | 4.24% |
Ujjivan Small Finance Bank Ltd. | 3.78% |
Bharti Airtel Ltd. | 3.66% |
Bajaj Finance Ltd. | 3.52% |
Multi Commodity Exchange Of India Ltd. | 3.48% |
Larsen & Toubro Ltd. | 3.36% |
Waaree Energies Ltd. | 3.23% |
One97 Communications Ltd. | 2.72% |
ICICI Bank Ltd. | 2.56% |
Maruti Suzuki India Ltd. | 2.48% |
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