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Compare Sundaram Aggressive Hybrid Fund vs JM Aggressive Hybrid Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | High | Very High |
Rating | 3.0 | 5.0 |
Min SIP Amount | ₹100 | ₹100 |
Expense Ratio | 1.79 | 2.24 |
NAV | ₹159.66 | ₹120.33 |
Fund Started | 09 Dec 1999 | 12 Dec 1994 |
Fund Size | ₹6583.34 Cr | ₹840.84 Cr |
Exit Load | For units in excess of 25% of the investment,1% will be charged for redemption within 365 days | Exit load of 1%, if redeemed within 60 days. |
Risk
High
Very High
Rating
3.0
5.0
Min SIP Amount
₹100
₹100
Expense Ratio
1.79
2.24
NAV
₹159.66
₹120.33
Fund Started
09 Dec 1999
12 Dec 1994
Fund Size
₹6583.34 Cr
₹840.84 Cr
Exit Load
For units in excess of 25% of the investment,1% will be charged for redemption within 365 days
Exit load of 1%, if redeemed within 60 days.
Returns
1 Year | 1.16% | -6.61% |
3 Year | 12.61% | 20.76% |
5 Year | 15.74% | 20.86% |
1 Year
1.16%
-6.61%
3 Year
12.61%
20.76%
5 Year
15.74%
20.86%
Holding Analysis
Equity | 68.18% | 77.43% |
Cash | 11.48% | 2.39% |
Equity
68.18%
77.43%
Cash
11.48%
2.39%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 7.38% |
ICICI Bank Ltd. | 6.43% |
Reliance Industries Ltd. | 4.94% |
Bharti Airtel Ltd. | 3.15% |
State Bank of India | 2.82% |
Kotak Mahindra Bank Ltd. | 2.38% |
Axis Bank Ltd. | 1.90% |
Mahindra & Mahindra Ltd. | 1.87% |
Infosys Ltd. | 1.78% |
Larsen & Toubro Ltd. | 1.72% |
Name | Assets |
|---|---|
Bharti Airtel Ltd. | 4.10% |
Larsen & Toubro Ltd. | 3.83% |
HDFC Bank Ltd. | 3.60% |
Multi Commodity Exchange Of India Ltd. | 3.29% |
Tech Mahindra Ltd. | 3.22% |
Ujjivan Small Finance Bank Ltd. | 3.13% |
Bajaj Finance Ltd. | 3.04% |
ICICI Bank Ltd. | 3.00% |
Interglobe Aviation Ltd. | 2.81% |
Waaree Energies Ltd. | 2.74% |
Fund Manager
Name | Dwijendra Srivastava | Satish Ramanathan |
Start Date | 03 Nov 2015 | 01 Oct 2024 |
Name
Dwijendra Srivastava
Satish Ramanathan
Start Date
03 Nov 2015
01 Oct 2024
About Fund
Description | The scheme seeks long-term capital appreciation and current income from a balanced portfolio of equity and debt securities. | 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 Dec 1999 | 12 Dec 1994 |
Description
The scheme seeks long-term capital appreciation and current income from a balanced portfolio of equity and debt securities.
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 Dec 1999
12 Dec 1994
