-
Mutual Funds
-
Insurance
-
Calculators
Great! You have sucessfully subscribed for newsletters for investments
Subscribed email:
Compare Mutual Funds
Comparing Navi Aggressive Hybrid Fund vs JM Aggressive Hybrid FundComparing 2/4 funds
- Add Fund
- Add Fund
- Category,
Sub-category - hybrid, aggressive hybrid
- hybrid, aggressive hybrid
- Fund Age
- 7 yrs 8 m
- 12 yrs 11 m
- Fund Size
- ₹126 Cr
- ₹816 Cr
- 3 months
- 2.8%
- 2.16%
- 6 months
- 5.37%
- 4.78%
- 1 year
- 3.89%
- -1.42%
- 3 year
- 11.98%
- 19.84%
- 5 year
- 13.24%
- 19.63%
- Standard Deviation
- 9.25
- 12.02
- Sharpe
- 0.62
- 1.09
- Beta
- 0.8
- 0.92
- Sortino
- 0.92
- 1.81
- Alpha
- -0.26
- 6.17
- Top 3 sectors
- Financial (21.26%)
- Automobile (9.36%)
- Healthcare (7.5%)
- Financial (20.05%)
- Services (14.290000000000001%)
- Capital Goods (9.06%)
- Top 5 holdings
- Muthoot Finance Ltd. (4.64%)
- Shriram Finance Ltd (3.98%)
- Bajaj Financial Securities Ltd. (3.96%)
- National Bank For Agriculture & Rural Development (3.94%)
- UPL Ltd. (3.84%)
- GOI (7.98%)
- HDFC Bank Ltd. (4.24%)
- Ujjivan Small Finance Bank Ltd. (3.78%)
- Bharti Airtel Ltd. (3.66%)
- Bajaj Finance Ltd. (3.52%)
- Equity%
- 73.25%
- 77.78813517%
- Debt%
- 23.63%
- 21.30450541%
- Turnover Ratio
- NA
- NA
- Yield To Maturity
- 6.06%
- 6.91%
- Modified Duration
- 0.18 yrs
- 4.45 yrs
- Avg. Maturity
- 0.19 yrs
- 6.93 yrs
- Avg. Credit Quality
- Low (A1+)
- Low (AAA)
- Expense Ratio
- 2.27%
- 0.69%
- Exit Load
- 0.0%
- 1.0% know more
- Lock-in
- No Lockin
- No Lockin
- Benchmark Index
- CRISIL Hybrid 35+65 Aggressive Index
- CRISIL Hybrid 35+65 Aggressive Index
- Min. Investment
- SIP ₹500 & Lumpsum ₹1000
- SIP ₹500 & Lumpsum ₹5000
- Investment Horizon
- Good for Medium Term
- Good for Medium Term
- Managed By
- Aditya Mulki
- Ashutosh Shirwaikar
- Tanmay Sethi
- Chaitanya Choksi
- Asit Bhandarkar
- Satish Ramanathan
- Ruchi Fozdar
