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JM Equity Hybrid Fund

JM Equity Hybrid Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

19.55

as on 30 Sep 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 17,094 today.

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NAV Performance

JM Equity Hybrid Fund performance graph for last 3 years
Performance of JM Equity Hybrid Fund for last 3 Years

Fund Information

  • ₹ 68.075

    as on 30 Sep 2022
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 10 Cr.

    as on 31 Dec 2021
  • 2.5%

  • 03 Jan 2013

  • Hybrid - Aggressive Hybrid Fund

  • Nifty 50

  • JM Mutual Fund

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Highlights of this fund

JM Equity Hybrid Fund is an Open-ended Hybrid Fund. The fund belongs to Aggressive Hybrid Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 03 Jan 2013. This fund is offered by one of the top AMC (Assets Management Company) JM Mutual Fund. You can also view here all other Hybrid funds offered by JM Mutual Fund.

Latest NAV of the fund is ₹ 68.075 as on 30 Sep 2022.

This fund has 9 years of track record. Since 30 Nov 2021 expense ratio of this fund is 2.5%. Ideally you shoulds compare this fund with the benchmark Nifty 50.

You can invest in this fund in SIP with the minimum investment of ₹ 500. Lumpsum invest is offered with minimum investment of ₹ 5,000.

Fund Objective

To provide steady current income as well as long term growth of capital.

List of Fund Managers of JM Equity Hybrid Fund

  • About Sanjay Chhabaria

    Picture of Sanjay Chhabaria
  • About Chaitanya Choksi

    Picture of Chaitanya ChoksiMr. Choksi is a MMS (Finance) and CFA. Prior to joining JM Financials in 2008 he has worked with Lotus AMC, Chanrai Finance Pvt. Ltd, IL&FS Investmart and UTI Investment Advisory Services Ltd.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Very High Risk

Fund Return Comparison

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 1.80% 13.37% 10.54% 27.10% 37.53% 30.15% 19.08% 17.25% 17.15% 25.74% 32.99% 25.42% 19.16%
Category Average -1.68% 7.79% 0.55% 0.85% 21.05% 14.08% 10.15% 12.61% 2.26% 10.19% 14.94% 12.59% 12.21%
JM Equity Hybrid Fund -1.44%₹ 9,856 8.26%₹ 10,825 1.35%₹ 10,135 -2.78%₹ 9,722 3.20%₹ 12,207 22.55%₹ 15,019 10.44%₹ 26,660 19.55%₹ 17,094 18.74%₹ 47,442 9.49%₹ 15,744 13.42%₹ 84,025 11.22%₹ 28,998 10.77%₹ 2,09,900
ICICI Prudential Equity & Debt Fund -1.64%₹ 9,835 6.94%₹ 10,693 1.71%₹ 10,170 7.04%₹ 10,704 7.29%₹ 12,469 35.32%₹ 18,312 21.24%₹ 29,513 20.45%₹ 17,486 24.26%₹ 51,217 13.73%₹ 19,044 18.01%₹ 94,068 15.84%₹ 43,587 15.56%₹ 2,71,239
Kotak Equity Hybrid -1.89%₹ 9,811 8.53%₹ 10,852 1.84%₹ 10,183 3.39%₹ 10,339 5.11%₹ 12,330 24.84%₹ 15,585 13.02%₹ 27,333 17.13%₹ 16,074 18.37%₹ 47,195 11.90%₹ 17,559 15.12%₹ 87,618 - -
Canara Robeco Equity Hybrid Fund -2.09%₹ 9,791 8.19%₹ 10,819 -0.28%₹ 9,972 -1.57%₹ 9,843 1.29%₹ 12,083 18.25%₹ 13,982 8.59%₹ 26,181 14.80%₹ 15,134 13.62%₹ 44,105 11.52%₹ 17,259 12.82%₹ 82,779 13.57%₹ 35,760 13.06%₹ 2,37,199
DSP Equity And Bond Fund -1.80%₹ 9,820 9.82%₹ 10,981 -0.22%₹ 9,977 -4.28%₹ 9,571 -0.51%₹ 11,967 19.00%₹ 14,161 7.07%₹ 25,790 12.86%₹ 14,381 12.43%₹ 43,353 10.27%₹ 16,305 11.77%₹ 80,667 12.74%₹ 33,213 12.35%₹ 2,28,414
Mirae Asset Hybrid - Equity Fund -1.94%₹ 9,806 7.76%₹ 10,775 -0.16%₹ 9,983 -1.06%₹ 9,894 1.11%₹ 12,072 19.47%₹ 14,273 8.93%₹ 26,269 13.80%₹ 14,744 13.78%₹ 44,205 10.93%₹ 16,810 12.27%₹ 81,666 - -

Portfolio Holdings

Portfolio holdings pattern of JM Equity Hybrid Fund as on 02 Oct 2022 are listed below:

  • Equity Holdings:

    74.36%
  • Debt Holdings:

    0.45%
  • Others Holdings:

    25.20%

Top Sector Holdings of JM Equity Hybrid Fund

Name of SectorHolding PercentageHolding Values in Crore
Banks 14.40% ₹ 1.49 Cr.
Computers - Software 10.22% ₹ 1.07 Cr.
NBFC 8.46% ₹ .88 Cr.
Pharmaceuticals 2.85% ₹ .59 Cr.
Refineries/Marketing 4.44% ₹ .46 Cr.
Others 59.63% -

Top Stock Holdings of JM Equity Hybrid Fund

Name of StocksHolding PercentageHolding Values in Crore
Infosys Ltd. 6.22% ₹ .65 Cr.
State Bank Of India 4.65% ₹ .48 Cr.
Reliance Industries Ltd. 4.44% ₹ .46 Cr.
HDFC Bank Ltd. 4.27% ₹ .44 Cr.
Mahanagar Gas Ltd. 4.11% ₹ .43 Cr.
Others 76.31% -

Top Debt Instrument Type holdings of JM Equity Hybrid Fund

Instrument TypeHolding PercentageHolding Values in Crore
NCD & Bonds 0.45% ₹ .05 Cr.
Others 99.55% -

Top Debt Holdings of JM Equity Hybrid Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - Britannia Industries Ltd. 0.45% ₹ .05 Cr.
Others 99.55%

Other Holdings

Holding TypeHolding Percentage
TREPS 24.72%
Net Receivables 0.48%