₹ 262.45 Cr
2.35%
CRISIL Hybrid 35+65 Aggressive TRI
INF192K01HD4
1000.0
100.0
500
Asit Bhandarkar, Chaitanya Choksi, Gurvinder Singh Wasan
Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
---|---|---|---|
JM Aggressive Hybrid Fund (Regular) - Half Yearly IDCW | 54.92 | 23.69 | 20.19 |
Benchmark | - | - | - |
Equity
Debt
Others
The scheme aims at steady current income as well as long term growth of capital from a balanced portfolio of debt and equity.
Company | Holdings (%) |
---|---|
7.18% GOI 14/08/2033 | 4.76 |
ICICI Bank Ltd. | 4.03 |
Bharti Airtel Ltd. | 3.27 |
Larsen & Toubro Ltd. | 2.94 |
Bank Of Baroda | 2.9 |
7.18% GOI 24/07/2037 | 2.84 |
Voltas Ltd. | 2.81 |
GE T&D India Ltd. | 2.79 |
Others | 2.72 |
Mahindra & Mahindra Ltd. | 2.71 |
Sector | Holdings (%) |
---|---|
Financial | 20.0 |
Capital Goods | 10.66 |
Automobile | 9.89 |
Sovereign | 8.34 |
Consumer Staples | 7.12 |
Communication | 6.71 |
Healthcare | 6.52 |
Services | 5.78 |
Construction | 5.26 |
Technology | 4.89 |
Scheme Name | 5Y (%) |
---|---|
JM Aggressive Hybrid Hly IDCW | 20.19 |
JM Aggressive Hybrid Gr | 20.19 |
BOI Mid & Small Cap Equity & Debt Reg Gr | 23.07 |
ICICI Pru Equity & Debt Gr | 21.12 |
Quant Absolute Fund Gr | 25.29 |
Edelweiss Aggr Hybrid Plan B Gr | 17.42 |
Edelweiss Aggr Hybrid Reg Gr | 17.37 |
Mahindra Manulife Aggressive Hybrid Fund Reg Gr | 0.0 |
Invesco India Aggressive Hybrid Reg Gr | 13.99 |
Baroda BNP Paribas Aggressive Hybrid Fund Reg Gr | 0.0 |