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JM Equity Hybrid Fund

JM Equity Hybrid Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

10.50

as on 20 May 2022

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 13,497 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

  • ₹ 63.026

    as on 20 May 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 ₹ 63.026 as on 20 May 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% 0.81% 10.54% 27.10% 49.82% 26.06% 18.48% 17.23% 10.63% 31.80% 32.09% 23.73% 18.39%
Category Average -4.82% -4.87% -7.12% 7.55% 27.21% 11.70% 9.63% 13.12% -5.76% 12.51% 13.72% 11.42% 11.89%
JM Equity Hybrid Fund -5.20%₹ 9,480 -5.77%₹ 9,422 -9.17%₹ 9,083 3.09%₹ 10,308 -8.37%₹ 11,453 36.78%₹ 18,709 13.09%₹ 27,335 10.50%₹ 13,497 16.96%₹ 46,238 8.48%₹ 15,030 11.46%₹ 80,001 11.78%₹ 30,478 10.12%₹ 2,02,779
ICICI Prudential Equity & Debt Fund -4.56%₹ 9,543 -2.12%₹ 9,787 -0.91%₹ 9,909 20.73%₹ 12,073 10.63%₹ 12,676 38.62%₹ 19,215 28.78%₹ 31,536 17.50%₹ 16,229 24.88%₹ 51,617 13.31%₹ 18,694 17.72%₹ 93,339 16.70%₹ 46,941 15.73%₹ 2,73,480
Kotak Equity Hybrid -4.41%₹ 9,558 -3.52%₹ 9,647 -5.64%₹ 9,436 9.12%₹ 10,911 -1.30%₹ 11,916 34.32%₹ 18,042 17.26%₹ 28,431 15.04%₹ 15,229 17.90%₹ 46,854 10.64%₹ 16,588 14.10%₹ 85,404 - -
Canara Robeco Equity Hybrid Fund -4.96%₹ 9,504 -6.15%₹ 9,385 -8.11%₹ 9,189 5.44%₹ 10,543 -7.23%₹ 11,528 23.54%₹ 15,261 9.92%₹ 26,514 12.75%₹ 14,339 12.89%₹ 43,625 11.04%₹ 16,891 11.95%₹ 80,975 14.15%₹ 37,616 12.87%₹ 2,34,660
DSP Equity And Bond Fund -6.17%₹ 9,383 -7.52%₹ 9,248 -12.09%₹ 8,790 1.01%₹ 10,100 -13.18%₹ 11,131 23.32%₹ 15,207 7.36%₹ 25,857 11.70%₹ 13,939 10.74%₹ 42,281 9.10%₹ 15,465 10.30%₹ 77,731 13.04%₹ 34,119 11.91%₹ 2,23,023
Mirae Asset Hybrid - Equity Fund -5.16%₹ 9,483 -5.11%₹ 9,488 -8.26%₹ 9,173 6.29%₹ 10,629 -6.32%₹ 11,588 26.29%₹ 15,949 11.19%₹ 26,842 11.53%₹ 13,876 12.95%₹ 43,658 10.85%₹ 16,744 11.52%₹ 80,126 - -

Portfolio Holdings

Portfolio holdings pattern of JM Equity Hybrid Fund as on 23 May 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%