JM Equity Hybrid Fund - Direct (IDCW-Q)

JM Equity Hybrid Fund - Direct (IDCW-Q)

Very HighEquityHybrid
Not Rated
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Scheme Details

-%

Expense Ratio

₹679 cr

Fund Size

₹5,000

Minimum Lumpsum

₹500

Minimum SIP

Performance

1y
3y
5y
All
Annualized Returns
36.18%
23.06%
25.58%
13.99%
Benchmark Returns
-
-
-
-
Rank Within Category
-
-
-
-

Peer Comparison

Fund Name
JM Equity Hybrid Fund - Direct (IDCW-Q)
36.18%
S
Sundaram Emerging Small Cap Series III - Dir (G)
16.36%
S
Sundaram Emerging Small Cap Series II - Dir (G)
4.82%
S
Sundaram Emerging Small Cap Series IV - Dir (G)
13.03%
S
SBI PSU Fund - Direct (G)
54.05%

Holdings

Holdings
Sector Wise
TREPS
20.63%
Infosys
6.73%
ICICI Bank
5.47%
HDFC Bank
4.95%
Reliance Industr
4.94%

Fund Manager

S
Sanjay Chhabaria