JM Equity Hybrid Fund (Regular) -Growth Option

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Category: Hybrid: Aggressive
Launch Date: 01-04-1995
Asset Class: Mixed Asset
Benchmark: NIFTY 50 TRI
Expense Ratio: 2.5% As on (31-10-2021)

Status: Open Ended Schemes for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 10.32 Cr As on (31-10-2021)
Turn over: 45.19

NAV as on 08-12-2021

68.0257

1.02 (1.5047%)

CAGR Since Inception

11.63%

NIFTY 50 TRI 14.17%

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

Scheme Performance (%) Data as on - 08-12-2021

	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
JM Equity Hybrid Fund (Regular) -Growth Option	27.5	14.45	12.31	12.5	11.63
NIFTY 50 TRI	30.12	18.51	17.66	14.4	14.17
Hybrid: Aggressive	28.82	16.34	13.23	14.12	13.95

Yearly Performance (%)

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Fund Managers

Sanjay Kumar Chhabaria,Chaitanya Choksi

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)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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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.

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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	9.6	0.5	-1.97	1.0	3.3	0.02
Hybrid: Aggressive	-	-	-	-	-	-

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

Compare SIP Compare Lumpsum

Period

Data as on - 08-12-2021

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	27.5	28.19	14.45	12.31	12.5
Quant Absolute Fund - Growth Option - Regular Plan	21-03-2001	53.2	40.78	29.48	20.45	18.1
ICICI Prudential Equity & Debt Fund - Growth	05-11-1999	46.07	26.21	20.59	15.57	17.01
Mahindra Manulife Hybrid Equity Nivesh Yojana - Regular Plan - Growth	19-07-2019	35.53	24.88	0.0	0.0	0.0
UTI - Hybrid Equity Fund - Regular Plan - Growth	20-03-1995	34.88	23.1	15.96	12.43	13.19
Baroda Hybrid Equity Fund - Plan A - Growth Option	12-09-2003	33.95	23.89	17.05	13.06	12.49
Nippon India Equity Hybrid Fund - Growth Plan	05-06-2005	32.25	11.33	8.66	8.96	12.71
Kotak Equity Hybrid - Growth	05-11-2014	32.13	23.52	20.3	14.28	0.0
IDFC Hybrid Equity Fund-Regular Plan Growth	05-12-2016	31.53	21.55	15.84	0.0	0.0
Sundaram Equity Hybrid Fund Regular Plan - Growth	23-06-2000	31.06	19.29	16.78	14.07	12.11

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

Asset Allocation (%)