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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 | 1.81 | 2.21 |
NAV | ₹160.42 | ₹120.41 |
Fund Started | 09 Dec 1999 | 12 Dec 1994 |
Fund Size | ₹6146.43 Cr | ₹822.48 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
1.81
2.21
NAV
₹160.42
₹120.41
Fund Started
09 Dec 1999
12 Dec 1994
Fund Size
₹6146.43 Cr
₹822.48 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 | 6.19% | -1.67% |
3 Year | 16.80% | 25.74% |
5 Year | 17.62% | 26.93% |
1 Year
6.19%
-1.67%
3 Year
16.80%
25.74%
5 Year
17.62%
26.93%
Holding Analysis
Equity | 70.11% | 76.32% |
Cash | 8.64% | 2.03% |
Equity
70.11%
76.32%
Cash
8.64%
2.03%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 7.11% |
Reliance Industries Ltd. | 5.61% |
ICICI Bank Ltd. | 5.56% |
Bharti Airtel Ltd. | 3.27% |
State Bank of India | 3.25% |
Infosys Ltd. | 2.31% |
Kotak Mahindra Bank Ltd. | 2.29% |
Axis Bank Ltd. | 2.28% |
Mahindra & Mahindra Ltd. | 1.86% |
Larsen & Toubro Ltd. | 1.86% |
Name | Assets |
|---|---|
Bharti Airtel Ltd. | 4.97% |
Larsen & Toubro Ltd. | 3.96% |
Bajaj Finance Ltd. | 3.85% |
HDFC Bank Ltd. | 3.78% |
Tech Mahindra Ltd. | 3.54% |
ICICI Bank Ltd. | 3.52% |
Multi Commodity Exchange Of India Ltd. | 3.21% |
Ujjivan Small Finance Bank Ltd. | 3.07% |
Waaree Energies Ltd. | 2.90% |
Hindustan Aeronautics Ltd. | 2.54% |
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