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 Quarterly 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 31st Jul
Top holdings
Treps-Triparty Repo
5.5%
7.1% Govt Stock 2034
4.8%
HDFC Bank Ltd
3.3%
Varun Beverages Ltd
2.9%
7.18% Govt Stock 2037
2.8%
REC Ltd
2.8%
Tata Motors Ltd Class A
2.7%
Larsen & Toubro Ltd
2.4%
Infosys Ltd
2.3%
Zomato Ltd
2.3%
Top industry exposure
Consumer Cyclical
13.6%
Financial Services
13.4%
Industrials
12.3%
Technology
12.0%
Basic Materials
7.2%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹1,000
Additional lumpsum
₹100
Portfolio turnover
121%
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.