Submit

JM Equity Hybrid Fund (Regular) -Growth Option

(Erstwhile JM Balanced Fund-Growth)

Back to Mutual Funds Research Page
Category: Hybrid: Aggressive
Launch Date: 01-04-1995
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 35+65 Aggressive TRI
Expense Ratio: 2.5% As on (28-02-2023)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 11.57 Cr As on (28-02-2023)
Turn over: 105.58
NAV as on 24-03-2023

70.1021

-0.43 (-0.614%)

CAGR Since Inception

11.18%

CRISIL Hybrid 35+65 Aggressive TRI 12.08%

PERFORMANCE of JM Equity Hybrid Fund (Regular) -Growth Option

Scheme Performance (%) Data as on - 24-03-2023

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
JM Equity Hybrid Fund (Regular) -Growth Option 5.78 31.51 9.94 11.88 11.18
Benchmark - - - - -
Hybrid: Aggressive 0.73 24.07 9.55 12.71 10.94

Yearly Performance (%)

Nav Movement

Fund Managers

Asit Bhandarkar, Chaitanya Choksi, Gurvinder Singh Wasan

Investment Objective

The scheme aims at steady current income as well as long term growth of capital from a balanced portfolio of debt and equity.

RETURNS CALCULATOR for JM Equity Hybrid Fund (Regular) -Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
Start :

Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of JM Equity Hybrid Fund (Regular) -Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
JM Equity Hybrid Fund (Regular) -Growth Option 21.23 0.83 5.52 1.01 6.42 -
Hybrid: Aggressive - - - - - -

PEER COMPARISION of JM Equity Hybrid Fund (Regular) -Growth Option

Compare SIP Compare Lumpsum
Period
Data as on - 24-03-2023
Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
JM Equity Hybrid Fund (Regular) -Growth Option 01-04-1995 5.78 10.26 31.51 9.94 11.88
HDFC Hybrid Equity Fund - Growth Plan 01-04-2005 6.01 12.0 28.18 10.71 14.8
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 4.89 18.42 33.3 13.7 15.86
Tata Hybrid Equity Fund- Regular Plan - Growth Option 08-10-1995 4.61 9.73 24.66 9.31 12.77
Franklin India Equity Hybrid Fund - Growth Plan 10-12-1999 3.87 8.1 24.52 9.79 12.91
UTI - Hybrid Equity Fund - Regular Plan - Growth 20-03-1995 3.72 11.61 28.5 9.18 11.72
Motilal Oswal Equity Hybrid Fund (MOFEH) - Regular Plan Growth Option 05-09-2018 3.57 4.76 18.97 0.0 0.0
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 3.52 11.81 25.61 11.36 12.73
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 3.32 11.72 25.54 11.31 12.69
Quant Absolute Fund - Growth Option - Regular Plan 21-03-2001 2.87 16.79 40.08 17.9 17.79

PORTFOLIO ANALYSIS of JM Equity Hybrid Fund (Regular) -Growth Option

Asset Allocation (%)