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 IDCW Reinvest (DR)
₹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
HDFC Bank Ltd
4.3%
Ujjivan Small Finance Bank Ltd Ordinary Shares
4.0%
Larsen & Toubro Ltd
3.9%
Bharti Airtel Ltd
3.8%
Multi Commodity Exchange of India Ltd
3.7%
Coforge Ltd
3.5%
Bajaj Finance Ltd
3.4%
Waaree Energies Ltd
3.0%
6.48% Govt Stock 2035
2.8%
One97 Communications Ltd
2.8%
Top industry exposure
Financial Services
24.2%
Technology
15.9%
Industrials
14.1%
Consumer Cyclical
8.7%
Basic Materials
5.6%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹1,000
Additional lumpsum
₹100
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.