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 (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 28th Feb
Top holdings
Ccil
10.5%
Bajaj Finance Ltd
5.9%
Infosys Ltd
4.6%
HDFC Bank Ltd
4.0%
ICICI Bank Ltd
4.0%
Bharti Airtel Ltd
3.6%
6.92% Govt Stock 2039
3.5%
Bajaj Auto Ltd
3.4%
Kotak Mahindra Bank Ltd
3.1%
Voltas Ltd
2.7%
Top industry exposure
Financial Services
22.1%
Consumer Cyclical
11.9%
Technology
9.8%
Healthcare
8.9%
Consumer Defensive
4.3%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹1,000
Additional lumpsum
₹100
Portfolio turnover
140%
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.