JM EQUITY HYBRID FUND HALF YEARLY BONUS OPTION PRINCIPAL UNITS
116.16
-2.17
as on 27-Jan-2025
HYBRID
| AGGRESSIVE
26.36
1 YEAR RETURNS
21.84
3 YEAR RETURNS
15.04
5 YEAR RETURNS
5000.0
Minimum Investmentnull
Minimum SIP Investment1000.0
Additional PurchaseOption Type
Three Year NAV
Peer Comparison
| Peer Mutual Fund | Fundexpert Rating | Current Nav | 1yr Return | 3yr Return | 5yr Return | |
|---|---|---|---|---|---|---|
| EDELWEISS AGGRESSIVE HYBRID FUND - GROWTH PLAN | 5 | 59.4 | 12.03 | 16.17 | 24.57 | Buy |
| JM AGGRESSIVE HYBRID FUND - GROWTH OPTION | 5 | 112.74 | 8.81 | 19.96 | 29.99 | Buy |
| BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND REGULAR PLAN - GROWTH | 5 | 34.68 | 9.7 | 16.49 | 29.94 | Buy |
| ICICI PRUDENTIAL EQUITY AND DEBT FUND - GROWTH | 5 | 367.77 | 11.28 | 18.13 | 30.06 | Buy |
| QUANT ABSOLUTE FUND REGULAR PLAN - GROWTH | 5 | 384.17 | -0.55 | 12.14 | 30.38 | Buy |
Fund Portfolio
Top 5 Holdings
| S. No | Company | Net Assets |
|---|---|---|
| 1 | Reliance Industries Ltd | 6.29 |
| 2 | HDFC Bank Ltd | 6.2 |
| 3 | AU Small Finance Bank Ltd | 5.44 |
| 4 | Indiabulls Properties Pvt Ltd | 5.4 |
| 5 | Indiabulls Real Estate Ltd | 5.4 |
Top 5 Sectors
| S. no | Sector Name | Net Assets |
|---|---|---|
| 1 | Banks | 16.29 |
| 2 | Banks - Private Sector | 13.04 |
| 3 | Realty | 10.8 |
| 4 | Refineries | 7.5 |
| 5 | Computers - Software - Large | 6.66 |