JM Equity Hybrid Fund Growth
Medium
Risk
Other Schemes
Aggressive Allocation
+
22.22
%
22.22
%
3Y annualised
+
0.36
%
0.36
%
1D
1M
6M
1Y
3Y
All
Fund size
167
NAV:
Mar 7, 2024
107.236
Sector
Tech
Type
Other_schemes
Launched
Apr 1995
Min Investment
1000
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
7.18% Govt Stock 2037
4.46
%
Infosys Ltd
3.64
%
ICICI Bank Ltd
3.33
%
Mahindra & Mahindra Ltd
3.15
%
Sobha Ltd
2.96
%
REC Ltd
2.93
%
GE T&D India Ltd
2.88
%
Tata Motors Ltd Class A
2.84
%
Tata Consultancy Services Ltd
2.63
%
Voltas Ltd
2.47
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
Exit load of 1.0% if redeemed within 60.0 Days, 0.0 % if redeemed after 60.0 Days.
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
JM Equity Hybrid Fund Growth
More details
Investment objective
The investment objective of the Scheme is to provide steady current income as well as long term growth of capital. There can be no assurance that the investment objective of the scheme will be realized. The scheme does not guarantee/ indicate any returns. Investors are required to read all the scheme related information carefully.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
Calculate returns
One-time
Monthly SIP
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* Returns are calculated as per lifetime average per annum returns of the fund.
Calculate returns
Monthly SIP
One-time
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