JM Equity Hybrid Fund - Quarterly Bonus Option - Principal Units

Fund Returns

NAV Rs. 46.32 0.78 %
(as on July 7, 2020)
1 yr Return 5.19 %

Fund Returns

NAV 1 yr Return 3 yr. Return 5 yr. Return
Rs. 46.32 0.78 %
(as on July 7, 2020)
5.19 % N/A N/A

NAV Movement

1 Month 3 Months 6 Months 1 Year 3 Years 5 Years 10 Years

Calculate SIP Growth

SIP Start Date

SIP End Date

Scheme Details

Launch Date Nov. 25, 2014
Fund Size Rs. 4.71 cr.
Category Hybrid | Aggressive Hybrid Fund
Fund Manager Sanjay Kumar Chhabaria
AMC JM Financial Asset Management Limited
Fund Benchmark Crisil Hybrid 35+65 - Aggressive Index
Risk Profile Balanced
Risk Rating 6 / 10

Investment Information

Min. Investment Rs. 5000.00
Min. Investment SIP Rs. 0.00
Expense Ratio 1.95 %
Exit load 1% on or before 60D

Investment Objective

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

Performance

1M 3M 6M 1Y 3Y 5Y
Fund 23.1 34.51 7.88 5.19 - -
Rank Within Category 155 167 None 172 None None

Peer Funds

AMC Contact Information

AMC JM Financial Asset Management Limited
Address 505, 5th Floor, Laxmi Towers, Bandra-Kurla Complex,, Mumbai: 400 051
Email investor@jmfinancial.in
Website https://www.jmfinancialmf.com/

Scheme Details

Launch Date Nov. 25, 2014 Fund Size Rs. 4.71 cr.
Category Hybrid | Aggressive Hybrid Fund Fund Manager Sanjay Kumar Chhabaria
AMC JM Financial Asset Management Limited Fund Benchmark Crisil Hybrid 35+65 - Aggressive Index
Risk Profile Balanced Risk Rating 6 / 10

Investment Information

Min. Investment Min. Investment SIP Expense Ratio Exit Load
Rs. 5000.00 Rs. 0.00 1.95 % 1% on or before 60D

Investment Objective

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

Performance

1M 3M 6M 1Y 3Y 5Y
Fund 23.1 34.51 7.88 5.19 - -
Rank Within Category 155 167 None 172 None None

Peer Funds

Fund Return 1Y (%) Return 3Y (%) Return 5Y (%) AUM(cr.)
JM Equity Hybrid Fund - Quarterly Bonus Option - Principal Units 5.19 - - 4.71

AMC Contact Information

AMC JM Financial Asset Management Limited
Address 505, 5th Floor, Laxmi Towers, Bandra-Kurla Complex,, Mumbai: 400 051
Email investor@jmfinancial.in
Website https://www.jmfinancialmf.com/