Past performance is no guarantee of future returns.
Had you invested
₹
Over the last
1Y
3Y
ALL
Your returns would have been
JM Aggressive Hybrid Annual IDCW Payout (DP)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Nov
Top holdings
Treps-Triparty Repo
5.6%
HDFC Bank Ltd
4.7%
7.1% Govt Stock 2034
4.3%
Infosys Ltd
3.9%
Bharti Airtel Ltd
3.7%
Axis Bank Ltd
3.2%
ICICI Bank Ltd
3.0%
7.18% Govt Stock 2037
2.4%
Bajaj Auto Ltd
2.3%
ABB India Ltd
2.1%
Top industry exposure
Financial Services
17.1%
Technology
11.7%
Industrials
10.7%
Healthcare
9.6%
Consumer Cyclical
9.5%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹1,000
Additional lumpsum
₹100
Portfolio turnover
126%
Lock-in period
-
Exit load
• 1% for redemption within 60 days
Fund 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.