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Fund Overview

Fund Size

Fund Size

₹729 Cr

Expense Ratio

Expense Ratio

0.71%

ISIN

ISIN

INF192K01BQ9

Minimum SIP

Minimum SIP

₹100

Exit Load

Exit Load

1.00%

Inception Date

Inception Date

01 Jan 2013

About this fund

JM Equity Hybrid Fund Direct Growth is a Aggressive Allocation mutual fund schemes offered by JM Financial Mutual Fund. This fund has been in existence for 12 years, 2 months and 27 days, having been launched on 01-Jan-13.
As of 27-Mar-25, it has a Net Asset Value (NAV) of ₹129.10, Assets Under Management (AUM) of 729.07 Crores, and an expense ratio of 0.71%.
  • JM Equity Hybrid Fund Direct Growth has given a CAGR return of 14.36% since inception.
  • The fund's asset allocation comprises around 69.26% in equities, 18.22% in debts, and 12.53% in cash & cash equivalents.
  • You can start investing in JM Equity Hybrid Fund Direct Growth with a SIP of ₹100 or a Lumpsum investment of ₹1000.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

+9.96%

+7.84% (Cat Avg.)

3 Years

+21.44%

+13.02% (Cat Avg.)

5 Years

+29.35%

+21.32% (Cat Avg.)

10 Years

+12.74%

+11.53% (Cat Avg.)

Since Inception

+14.36%

(Cat Avg.)

Portfolio Summaryas of 28th February 2025

Equity504.93 Cr69.26%
Debt132.81 Cr18.22%
Others91.33 Cr12.53%

Top Holdings

All Holdings

Equity

Debt & Others

NameType sortAmount sortHoldings sort
CcilCash - Repurchase Agreement76.23 Cr10.46%
Bajaj Finance LtdEquity42.65 Cr5.85%
Infosys LtdEquity33.75 Cr4.63%
HDFC Bank LtdEquity28.93 Cr3.97%
ICICI Bank LtdEquity28.91 Cr3.97%
Bharti Airtel LtdEquity25.91 Cr3.55%
6.92% Govt Stock 2039Bond - Gov't/Treasury25.54 Cr3.50%
Bajaj Auto LtdEquity24.72 Cr3.39%
Kotak Mahindra Bank LtdEquity22.84 Cr3.13%
Voltas LtdEquity19.8 Cr2.72%
Jubilant Foodworks LtdEquity17.84 Cr2.45%
REC LtdEquity17.31 Cr2.37%
6.79% Government Of India (07/10/2034)Bond - Gov't/Treasury16.07 Cr2.20%
Sun Pharmaceuticals Industries LtdEquity15.93 Cr2.19%
Godrej Consumer Products LtdEquity15.08 Cr2.07%
Tech Mahindra LtdEquity14.88 Cr2.04%
Zomato LtdEquity14.1 Cr1.93%
UltraTech Cement LtdEquity12.05 Cr1.65%
Camlin Fine Sciences LtdEquity11.66 Cr1.60%
Suven Pharmaceuticals LtdEquity11.33 Cr1.55%
Ujjivan Small Finance Bank Ltd Ordinary SharesEquity10.53 Cr1.44%
Global Health LtdEquity10.3 Cr1.41%
Devyani International LtdEquity10.19 Cr1.40%
Five-Star Business Finance LtdEquity10.11 Cr1.39%
PG Electroplast LtdEquity10.1 Cr1.39%
Neuland Laboratories LimitedEquity10.08 Cr1.38%
State Government Securities (15/01/2035)Bond - Gov't/Treasury10.05 Cr1.38%
ABB India LtdEquity9.87 Cr1.35%
Metropolis Healthcare LtdEquity9.51 Cr1.30%
Larsen & Toubro LtdEquity9.02 Cr1.24%
Bikaji Foods International LtdEquity8.27 Cr1.13%
Varun Beverages LtdEquity7.85 Cr1.08%
Small Industries Development Bank Of IndiaBond - Corporate Bond7.52 Cr1.03%
Medplus Health Services LtdEquity7.4 Cr1.01%
Birlasoft LtdEquity6.78 Cr0.93%
Bajaj Housing Finance LimitedBond - Corporate Bond6.01 Cr0.82%
Net Receivable/PayableCash5.7 Cr0.78%
Optiemus Infracom LtdEquity5.67 Cr0.78%
Orchid Pharma LtdEquity5.21 Cr0.71%
HDFC Bank LimitedBond - Corporate Bond5.09 Cr0.70%
LIC Housing Finance LimitedBond - Corporate Bond5.04 Cr0.69%
Bajaj Housing Finance LimitedBond - Corporate Bond5.03 Cr0.69%
Rec LimitedBond - Corporate Bond5.02 Cr0.69%
ICICI Home Finance LimitedBond - Corporate Bond5.01 Cr0.69%
Rec LimitedBond - Corporate Bond5 Cr0.69%
State Government Securities (22/01/2035)Bond - Gov't/Treasury4.99 Cr0.68%
National Bank For Agriculture And Rural DevelopmentBond - Corporate Bond4.98 Cr0.68%
Akums Drugs and Pharmaceuticals LtdEquity4.91 Cr0.67%
Jamnagar Utilities & Power Private LimitedBond - Corporate Bond4.9 Cr0.67%
Punjab National BankCash - CD/Time Deposit4.73 Cr0.65%
Kotak Mahindra Bank LimitedCash - CD/Time Deposit4.68 Cr0.64%
Hi-Tech Pipes LtdEquity4.6 Cr0.63%
7.32% Govt Stock 2030Bond - Gov't/Treasury4.38 Cr0.60%
Exicom Tele-Systems LtdEquity4.32 Cr0.59%
7.17% Govt Stock 2030Bond - Gov't/Treasury4.08 Cr0.56%
7.1% Govt Stock 2034Bond - Gov't/Treasury3.06 Cr0.42%
6.75% Govt Stock 2029Bond - Gov't/Treasury2.51 Cr0.34%
Vardhman Special Steels LtdEquity2.5 Cr0.34%
LIC Housing Finance LimitedBond - Corporate Bond2 Cr0.27%
Sikka Ports & Terminals LimitedBond - Corporate Bond1.98 Cr0.27%
Power Finance Corporation LimitedBond - Corporate Bond1.52 Cr0.21%
7.06% Govt Stock 2028Bond - Gov't/Treasury1.01 Cr0.14%
Cholamandalam Investment And Fin. Co. LtdBond - Corporate Bond1 Cr0.14%
HDFC Bank LimitedBond - Corporate Bond1 Cr0.14%

Allocation By Market Cap (Equity)

Large Cap Stocks

44.41%

Mid Cap Stocks

5.16%

Small Cap Stocks

18.30%

Allocation By Credit Quality (Debt)

AAA

AA

Other Allocation

Equity Sector

Debt & Others

SectorAmount sortHoldings sort
Financial Services161.29 Cr22.12%
Consumer Cyclical86.66 Cr11.89%
Technology71.19 Cr9.76%
Healthcare64.58 Cr8.86%
Consumer Defensive31.2 Cr4.28%
Basic Materials30.81 Cr4.23%
Communication Services25.91 Cr3.55%
Industrials23.21 Cr3.18%

Risk & Performance Ratios

Standard Deviation

This fund

12.52%

Cat. avg.

10.91%

Lower the better

Sharpe Ratio

This fund

1.03

Cat. avg.

0.51

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

0.82

Higher the better

Fund Managers

SR

Satish Ramanathan

Since October 2024

AB

Asit Bhandarkar

Since December 2021

CC

Chaitanya Choksi

Since August 2021

RF

Ruchi Fozdar

Since October 2024

Additional Scheme Detailsas of 28th February 2025

ISIN
INF192K01BQ9
Expense Ratio
0.71%
Exit Load
1.00%
Fund Size
₹729 Cr
Age
12 years 2 months
Lumpsum Minimum
₹1,000
Fund Status
Open Ended Investment Company
Benchmark
CRISIL Hybrid 35+65 - Agg TR INR

Investment ObjectiveInvestment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

iconCapital Gains Taxation:

iconDividend Taxation:

info icon

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar Aggressive Allocation Funds

Fund nameExpense RatioExit LoadFund size
1Y
Mahindra Manulife Aggressive Hybrid Fund Regular Growth

Very High Risk

2.1%1.0%₹1463.39 Cr12.8%
Mahindra Manulife Aggressive Hybrid Fund Direct Growth

Very High Risk

0.6%1.0%₹1463.39 Cr14.6%
Bandhan Hybrid Equity Fund Direct Growth

Very High Risk

1.0%1.0%₹751.52 Cr13.9%
Bandhan Hybrid Equity Fund Regular Growth

Very High Risk

2.4%1.0%₹751.52 Cr12.4%
Tata Hybrid Equity Fund Regular Growth

Very High Risk

1.9%1.0%₹3733.13 Cr6.5%
UTI Hybrid Equity Fund Regular Growth

Very High Risk

1.8%1.0%₹5633.37 Cr11.6%
Nippon India Equity Hybrid Fund Regular Growth

Very High Risk

2.0%1.0%₹3531.27 Cr8.0%
SBI Equity Hybrid Fund Regular Growth

Very High Risk

1.4%1.0%₹68440.30 Cr12.0%
Canara Robeco Equity Hybrid Fund Regular Growth

Very High Risk

1.7%1.0%₹9950.81 Cr8.8%
Quant Absolute Fund Regular Growth

Very High Risk

2.1%1.0%₹1893.04 Cr-0.8%

About the AMC

JM Financial Mutual Fund

JM Financial Mutual Fund

Total AUM

₹13,534 Cr

Address

502, 5th Floor, A - Wing, Mumbai, 400 051

Other Funds by JM Financial Mutual Fund

Fund nameExpense RatioExit LoadFund size
1Y
JM Fixed Maturity Fund Series 28 Plan B Direct Growth

Moderate Risk

-0.0%--
JM Fixed Maturity Fund Series 28 Plan A Direct Growth

Moderate Risk

-0.0%--
JM Arbitrage Fund Direct Growth

Low Risk

0.4%0.0%₹212.09 Cr7.4%
JM Equity Hybrid Fund Direct Growth

Very High Risk

0.7%1.0%₹729.07 Cr10.0%
JM Focused Fund Direct Growth

Very High Risk

0.8%1.0%₹217.48 Cr8.5%
JM Value Fund Direct Growth

Very High Risk

1.1%1.0%₹1388.07 Cr6.5%
JM Low Duration Fund Direct Growth

Low to Moderate Risk

0.3%0.0%₹226.52 Cr7.9%
JM Large Cap Fund Direct Growth

Very High Risk

0.7%1.0%₹457.68 Cr2.8%
JM Liquid Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹3497.37 Cr7.3%
JM Dynamic Bond Fund Direct Growth

Moderate Risk

0.5%0.0%₹44.03 Cr9.2%
JM Medium to Long Duration Fund Direct Growth

Moderate Risk

0.5%0.0%₹24.95 Cr8.9%
JM Flexicap Fund Direct Growth

Very High Risk

0.6%1.0%₹4899.24 Cr10.2%
JM Tax Gain Fund Direct Growth

Very High Risk

1.3%0.0%₹167.42 Cr13.6%
JM Midcap Fund Direct Growth

Very High Risk

0.6%1.0%₹1198.23 Cr15.3%
JM Overnight Fund Direct Growth

Low Risk

0.1%0.0%₹200.81 Cr6.8%
JM Short Duration Fund Direct Growth

Moderate Risk

0.4%0.0%₹114.81 Cr8.3%

Risk Level

Your principal amount will be at Very High Risk

Very High Risk

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The NAV of JM Equity Hybrid Fund Direct Growth, as of 27-Mar-2025, is ₹129.10.
The fund has generated 9.96% over the last 1 year and 21.44% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.
The fund's allocation of assets is distributed as 69.26% in equities, 18.22% in bonds, and 12.53% in cash and cash equivalents.
The fund managers responsible for JM Equity Hybrid Fund Direct Growth are:-
  1. Satish Ramanathan
  2. Asit Bhandarkar
  3. Chaitanya Choksi
  4. Ruchi Fozdar

Fund Overview

Fund Size

Fund Size

₹729 Cr

Expense Ratio

Expense Ratio

0.71%

ISIN

ISIN

INF192K01BQ9

Minimum SIP

Minimum SIP

₹100

Exit Load

Exit Load

1.00%

Inception Date

Inception Date

01 Jan 2013

Risk Level

Your principal amount will be at Very High Risk

Very High Risk

About this fund

JM Equity Hybrid Fund Direct Growth is a Aggressive Allocation mutual fund schemes offered by JM Financial Mutual Fund. This fund has been in existence for 12 years, 2 months and 27 days, having been launched on 01-Jan-13.
As of 27-Mar-25, it has a Net Asset Value (NAV) of ₹129.10, Assets Under Management (AUM) of 729.07 Crores, and an expense ratio of 0.71%.
  • JM Equity Hybrid Fund Direct Growth has given a CAGR return of 14.36% since inception.
  • The fund's asset allocation comprises around 69.26% in equities, 18.22% in debts, and 12.53% in cash & cash equivalents.
  • You can start investing in JM Equity Hybrid Fund Direct Growth with a SIP of ₹100 or a Lumpsum investment of ₹1000.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

+9.96%

+7.84% (Cat Avg.)

3 Years

+21.44%

+13.02% (Cat Avg.)

5 Years

+29.35%

+21.32% (Cat Avg.)

10 Years

+12.74%

+11.53% (Cat Avg.)

Since Inception

+14.36%

(Cat Avg.)

Portfolio Summaryas of 28th February 2025

Equity504.93 Cr69.26%
Debt132.81 Cr18.22%
Others91.33 Cr12.53%

Top Holdings

All Holdings

Equity

Debt & Others

NameType sortAmount sortHoldings sort
CcilCash - Repurchase Agreement76.23 Cr10.46%
Bajaj Finance LtdEquity42.65 Cr5.85%
Infosys LtdEquity33.75 Cr4.63%
HDFC Bank LtdEquity28.93 Cr3.97%
ICICI Bank LtdEquity28.91 Cr3.97%
Bharti Airtel LtdEquity25.91 Cr3.55%
6.92% Govt Stock 2039Bond - Gov't/Treasury25.54 Cr3.50%
Bajaj Auto LtdEquity24.72 Cr3.39%
Kotak Mahindra Bank LtdEquity22.84 Cr3.13%
Voltas LtdEquity19.8 Cr2.72%
Jubilant Foodworks LtdEquity17.84 Cr2.45%
REC LtdEquity17.31 Cr2.37%
6.79% Government Of India (07/10/2034)Bond - Gov't/Treasury16.07 Cr2.20%
Sun Pharmaceuticals Industries LtdEquity15.93 Cr2.19%
Godrej Consumer Products LtdEquity15.08 Cr2.07%
Tech Mahindra LtdEquity14.88 Cr2.04%
Zomato LtdEquity14.1 Cr1.93%
UltraTech Cement LtdEquity12.05 Cr1.65%
Camlin Fine Sciences LtdEquity11.66 Cr1.60%
Suven Pharmaceuticals LtdEquity11.33 Cr1.55%
Ujjivan Small Finance Bank Ltd Ordinary SharesEquity10.53 Cr1.44%
Global Health LtdEquity10.3 Cr1.41%
Devyani International LtdEquity10.19 Cr1.40%
Five-Star Business Finance LtdEquity10.11 Cr1.39%
PG Electroplast LtdEquity10.1 Cr1.39%
Neuland Laboratories LimitedEquity10.08 Cr1.38%
State Government Securities (15/01/2035)Bond - Gov't/Treasury10.05 Cr1.38%
ABB India LtdEquity9.87 Cr1.35%
Metropolis Healthcare LtdEquity9.51 Cr1.30%
Larsen & Toubro LtdEquity9.02 Cr1.24%
Bikaji Foods International LtdEquity8.27 Cr1.13%
Varun Beverages LtdEquity7.85 Cr1.08%
Small Industries Development Bank Of IndiaBond - Corporate Bond7.52 Cr1.03%
Medplus Health Services LtdEquity7.4 Cr1.01%
Birlasoft LtdEquity6.78 Cr0.93%
Bajaj Housing Finance LimitedBond - Corporate Bond6.01 Cr0.82%
Net Receivable/PayableCash5.7 Cr0.78%
Optiemus Infracom LtdEquity5.67 Cr0.78%
Orchid Pharma LtdEquity5.21 Cr0.71%
HDFC Bank LimitedBond - Corporate Bond5.09 Cr0.70%
LIC Housing Finance LimitedBond - Corporate Bond5.04 Cr0.69%
Bajaj Housing Finance LimitedBond - Corporate Bond5.03 Cr0.69%
Rec LimitedBond - Corporate Bond5.02 Cr0.69%
ICICI Home Finance LimitedBond - Corporate Bond5.01 Cr0.69%
Rec LimitedBond - Corporate Bond5 Cr0.69%
State Government Securities (22/01/2035)Bond - Gov't/Treasury4.99 Cr0.68%
National Bank For Agriculture And Rural DevelopmentBond - Corporate Bond4.98 Cr0.68%
Akums Drugs and Pharmaceuticals LtdEquity4.91 Cr0.67%
Jamnagar Utilities & Power Private LimitedBond - Corporate Bond4.9 Cr0.67%
Punjab National BankCash - CD/Time Deposit4.73 Cr0.65%
Kotak Mahindra Bank LimitedCash - CD/Time Deposit4.68 Cr0.64%
Hi-Tech Pipes LtdEquity4.6 Cr0.63%
7.32% Govt Stock 2030Bond - Gov't/Treasury4.38 Cr0.60%
Exicom Tele-Systems LtdEquity4.32 Cr0.59%
7.17% Govt Stock 2030Bond - Gov't/Treasury4.08 Cr0.56%
7.1% Govt Stock 2034Bond - Gov't/Treasury3.06 Cr0.42%
6.75% Govt Stock 2029Bond - Gov't/Treasury2.51 Cr0.34%
Vardhman Special Steels LtdEquity2.5 Cr0.34%
LIC Housing Finance LimitedBond - Corporate Bond2 Cr0.27%
Sikka Ports & Terminals LimitedBond - Corporate Bond1.98 Cr0.27%
Power Finance Corporation LimitedBond - Corporate Bond1.52 Cr0.21%
7.06% Govt Stock 2028Bond - Gov't/Treasury1.01 Cr0.14%
Cholamandalam Investment And Fin. Co. LtdBond - Corporate Bond1 Cr0.14%
HDFC Bank LimitedBond - Corporate Bond1 Cr0.14%

Allocation By Market Cap (Equity)

Large Cap Stocks

44.41%

Mid Cap Stocks

5.16%

Small Cap Stocks

18.30%

Allocation By Credit Quality (Debt)

AAA

AA

Other Allocation

Equity Sector

Debt & Others

SectorAmount sortHoldings sort
Financial Services161.29 Cr22.12%
Consumer Cyclical86.66 Cr11.89%
Technology71.19 Cr9.76%
Healthcare64.58 Cr8.86%
Consumer Defensive31.2 Cr4.28%
Basic Materials30.81 Cr4.23%
Communication Services25.91 Cr3.55%
Industrials23.21 Cr3.18%

Risk & Performance Ratios

Standard Deviation

This fund

12.52%

Cat. avg.

10.91%

Lower the better

Sharpe Ratio

This fund

1.03

Cat. avg.

0.51

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

0.82

Higher the better

Fund Managers

SR

Satish Ramanathan

Since October 2024

AB

Asit Bhandarkar

Since December 2021

CC

Chaitanya Choksi

Since August 2021

RF

Ruchi Fozdar

Since October 2024

Additional Scheme Detailsas of 28th February 2025

ISIN
INF192K01BQ9
Expense Ratio
0.71%
Exit Load
1.00%
Fund Size
₹729 Cr
Age
12 years 2 months
Lumpsum Minimum
₹1,000
Fund Status
Open Ended Investment Company
Benchmark
CRISIL Hybrid 35+65 - Agg TR INR

Investment ObjectiveInvestment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

iconCapital Gains Taxation:

iconDividend Taxation:

info icon

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar Aggressive Allocation Funds

Fund nameExpense RatioExit LoadFund size
1Y
Mahindra Manulife Aggressive Hybrid Fund Regular Growth

Very High Risk

2.1%1.0%₹1463.39 Cr12.8%
Mahindra Manulife Aggressive Hybrid Fund Direct Growth

Very High Risk

0.6%1.0%₹1463.39 Cr14.6%
Bandhan Hybrid Equity Fund Direct Growth

Very High Risk

1.0%1.0%₹751.52 Cr13.9%
Bandhan Hybrid Equity Fund Regular Growth

Very High Risk

2.4%1.0%₹751.52 Cr12.4%
Tata Hybrid Equity Fund Regular Growth

Very High Risk

1.9%1.0%₹3733.13 Cr6.5%
UTI Hybrid Equity Fund Regular Growth

Very High Risk

1.8%1.0%₹5633.37 Cr11.6%
Nippon India Equity Hybrid Fund Regular Growth

Very High Risk

2.0%1.0%₹3531.27 Cr8.0%
SBI Equity Hybrid Fund Regular Growth

Very High Risk

1.4%1.0%₹68440.30 Cr12.0%
Canara Robeco Equity Hybrid Fund Regular Growth

Very High Risk

1.7%1.0%₹9950.81 Cr8.8%
Quant Absolute Fund Regular Growth

Very High Risk

2.1%1.0%₹1893.04 Cr-0.8%

About the AMC

JM Financial Mutual Fund

JM Financial Mutual Fund

Total AUM

₹13,534 Cr

Address

502, 5th Floor, A - Wing, Mumbai, 400 051

Other Funds by JM Financial Mutual Fund

Fund nameExpense RatioExit LoadFund size
1Y
JM Fixed Maturity Fund Series 28 Plan B Direct Growth

Moderate Risk

-0.0%--
JM Fixed Maturity Fund Series 28 Plan A Direct Growth

Moderate Risk

-0.0%--
JM Arbitrage Fund Direct Growth

Low Risk

0.4%0.0%₹212.09 Cr7.4%
JM Equity Hybrid Fund Direct Growth

Very High Risk

0.7%1.0%₹729.07 Cr10.0%
JM Focused Fund Direct Growth

Very High Risk

0.8%1.0%₹217.48 Cr8.5%
JM Value Fund Direct Growth

Very High Risk

1.1%1.0%₹1388.07 Cr6.5%
JM Low Duration Fund Direct Growth

Low to Moderate Risk

0.3%0.0%₹226.52 Cr7.9%
JM Large Cap Fund Direct Growth

Very High Risk

0.7%1.0%₹457.68 Cr2.8%
JM Liquid Fund Direct Growth

Low to Moderate Risk

0.2%0.0%₹3497.37 Cr7.3%
JM Dynamic Bond Fund Direct Growth

Moderate Risk

0.5%0.0%₹44.03 Cr9.2%
JM Medium to Long Duration Fund Direct Growth

Moderate Risk

0.5%0.0%₹24.95 Cr8.9%
JM Flexicap Fund Direct Growth

Very High Risk

0.6%1.0%₹4899.24 Cr10.2%
JM Tax Gain Fund Direct Growth

Very High Risk

1.3%0.0%₹167.42 Cr13.6%
JM Midcap Fund Direct Growth

Very High Risk

0.6%1.0%₹1198.23 Cr15.3%
JM Overnight Fund Direct Growth

Low Risk

0.1%0.0%₹200.81 Cr6.8%
JM Short Duration Fund Direct Growth

Moderate Risk

0.4%0.0%₹114.81 Cr8.3%

Still got questions?
We're here to help.

The NAV of JM Equity Hybrid Fund Direct Growth, as of 27-Mar-2025, is ₹129.10.
The fund has generated 9.96% over the last 1 year and 21.44% over the last 3 years. However, this does not guarantee that the fund will perform similarly in the future.
The fund's allocation of assets is distributed as 69.26% in equities, 18.22% in bonds, and 12.53% in cash and cash equivalents.
The fund managers responsible for JM Equity Hybrid Fund Direct Growth are:-
  1. Satish Ramanathan
  2. Asit Bhandarkar
  3. Chaitanya Choksi
  4. Ruchi Fozdar
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