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 Bonus Principal Units (G)
₹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 31st May
Top holdings
7.18% Govt Stock 2033
4.1%
ICICI Bank Ltd
3.4%
Treps-Triparty Repo
3.1%
Vedanta Ltd
2.9%
GE T&D India Ltd
2.9%
Voltas Ltd
2.9%
Jyothy Labs Ltd
2.7%
Mahindra & Mahindra Ltd
2.7%
Larsen & Toubro Ltd
2.6%
7.18% Govt Stock 2037
2.5%
Top industry exposure
Consumer Cyclical
16.7%
Industrials
14.4%
Financial Services
13.2%
Basic Materials
8.5%
Technology
7.4%
Other information
Minimum SIP
Restricted (AMC)
Minimum lumpsum
Restricted (AMC)
Additional lumpsum
Restricted (AMC)
Portfolio turnover
142%
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.