Jm Equity Hybrid Fund


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Fund Name NAV Date NAV Rupee Change Percent Change
JM Equity Hybrid Fund (Regular) - Quarterly IDCW 08/Dec/2022 19.185
0.1232
0.6463%
JM Equity Hybrid Fund (Regular) - Annual IDCW 08/Dec/2022 20.6152
0.1324
0.6464%
JM Equity Hybrid Fund (Direct) - Quarterly IDCW 08/Dec/2022 20.6289
0.1332
0.6499%
JM Equity Hybrid Fund (Regular) - IDCW 08/Dec/2022 20.7626
0.1333
0.6462%
JM Equity Hybrid Fund (Direct) - Annual IDCW 08/Dec/2022 27.5089
0.1777
0.6502%
JM Equity Hybrid Fund (Direct) - IDCW 08/Dec/2022 44.9449
0.2902
0.6499%
JM Equity Hybrid Fund (Regular) - Monthly IDCW 08/Dec/2022 53.7507
0.3452
0.6464%
JM Equity Hybrid Fund (Regular) - Half Yearly IDCW 08/Dec/2022 54.1813
0.3479
0.6463%
JM Equity Hybrid Fund (Direct) - Monthly IDCW 08/Dec/2022 58.6439
0.3787
0.6500%
JM Equity Hybrid Fund (Direct) - Half Yearly IDCW 08/Dec/2022 58.6607
0.3788
0.6499%
JM Equity Hybrid Fund (Regular) -Growth Option 08/Dec/2022 74.2323
0.4767
0.6463%
JM Equity Hybrid Fund (Regular) - Annual Bonus Option - Principal Units 08/Dec/2022 76.2879
0.4900
0.6465%
JM Equity Hybrid Fund (Regular) - Quarterly Bonus Option - Principal Units 08/Dec/2022 76.2879
0.4900
0.6465%
JM Equity Hybrid Fund (Regular) - Half Yearly Bonus Option - Principal Units 08/Dec/2022 76.2879
0.4900
0.6465%
JM Equity Hybrid Fund (Regular) - Bonus Option - Principal Units 08/Dec/2022 76.2879
0.4900
0.6465%
JM Equity Hybrid Fund (Direct) - Growth Option 08/Dec/2022 81.5235
0.5264
0.6499%
JM Equity Hybrid Fund (Direct) - Annual Bonus Option 08/Dec/2022 81.6508
0.5272
0.6499%
JM Equity Hybrid Fund (Direct) - Half Yearly Bonus Option - Principal Units 08/Dec/2022 83.4539
0.5388
0.6498%
JM Equity Hybrid Fund (Direct) - Quarterly Bonus Option - Principal Units 08/Dec/2022 83.4539
0.5388
0.6498%
JM Equity Hybrid Fund (Direct) - Bonus Option - Principal Units 08/Dec/2022 83.4539
0.5388
0.6498%

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

Fund Performance Analysis

Jm Equity Hybrid Fund Performance Snapshot (Regular Plan)

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KPIs* Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
1M Return %
3.73
1.73
Yes
Yes
No
1/27 0.25 / 3.73
1M Rolling Return %
0.55
0.13
Yes
Yes
No
4/28 -0.68 / 1.00
3M Return %
6.57
3.69
Yes
Yes
No
1/27 0.59 / 6.57
3M Rolling Return %
-1.59
-0.38
No
No
Yes
26/28 -2.73 / 2.71
6M Return %
17.37
12.11
Yes
Yes
No
2/27 7.97 / 18.06
6M Rolling Return %
1.22
0.74
Yes
No
No
10/28 -2.90 / 5.94
1Y Return %
9.12
4.92
Yes
Yes
No
5/26 -3.81 / 15.85
1Y Rolling Return %
26.62
20.03
Yes
Yes
No
3/27 11.13 / 40.64
3Y Return %
21.39
15.08
Yes
Yes
No
3/25 8.90 / 32.11
3Y Rolling Return %
13.27
13.27
No
No
No
10/21 6.12 / 26.30
5Y Return %
10.92
10.09
Yes
No
No
7/20 5.62 / 19.42
Standard Deviation
20.28
15.84
No
No
Yes
27/28 13.26 / 20.77
Semi Deviation
13.93
12.12
No
No
Yes
27/28 7.73 / 17.35
Max Drawdown
-30.47
-21.86
No
No
Yes
27/28 -35.82 / -7.47
VaR 1 Y
-23.03
-13.59
No
No
Yes
28/28 -23.03 / -9.57
Average Drawdown
-9.00
-6.33
No
No
Yes
28/28 -9.00 / -4.56
Sharpe Ratio
0.31
0.42
No
No
Yes
21/28 0.01 / 1.08
Sterling Ratio
0.27
0.37
No
No
Yes
24/28 0.14 / 0.72
Sortino Ratio
0.18
0.20
No
No
No
17/28 0.03 / 0.51
Jensen Alpha
1.99
-1.98
Yes
Yes
No
3/20 -12.78 / 13.93
Treynor Ratio
0.12
0.08
Yes
Yes
No
3/20 0.02 / 0.22
Modigliani Square measure
13.64
12.02
Yes
No
No
6/20 5.55 / 24.10
Active Return
0.03
-0.02
Yes
Yes
No
2/20 -0.09 / 0.19
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : Dec. 8, 2022.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2022 KPIs: Key Performance Indicators

Jm Equity Hybrid Fund Performance Analysis

Jm Equity Hybrid Fund Performance vs Category Average

All parametrs are in percentage

Top Performing Peers of Jm Equity Hybrid Fund

Top Performing Funds in Aggressive Hybrid Fund Category
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Fund Name Category Rank Analysis 1Y Return 3Y Return Max Drawdown VaR 1Y 95% Sharpe Ratio Sortino Ratio Hurst Index

Canara Robeco Equity Hybrid Fund

4 The Canara Robeco Equity Hybrid Fund is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 27 funds. The fund has 13 KPIs that are in top quartile. The fund has 57% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has two KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Canara Robeco Equity Hybrid Fund performance snapshot section. 3.97% 15.42% -16.27% -11.17% 0.62 0.28 0.48

Edelweiss Aggressive Hybrid Fund

1 The Edelweiss Aggressive Hybrid Fund is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 27 funds. The fund has 11 KPIs that are in top quartile. The fund has 48% of the KPIs that are in top quartile. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Edelweiss Aggressive Hybrid Fund performance snapshot section. 7.53% 16.17% -21.18% -11.64% 0.54 0.24 0.49

Mahindra Manulife Hybrid Equity Dhan Sanchay Yojana

2 The Mahindra Manulife Hybrid Equity Dhan Sanchay Yojana is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 27 funds. The fund has 14 KPIs that are in top quartile. The fund has 67% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Mahindra Manulife Hybrid Equity Dhan Sanchay Yojana performance snapshot section. 6.65% 18.44% -19.33% -11.81% 0.78 0.34 0.48

Quant Absolute Fund

5 The Quant Absolute Fund is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 27 funds. The fund has 16 KPIs that are in top quartile. The fund has 70% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has two KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Quant Absolute Fund performance snapshot section. 15.85% 32.11% -23.14% -13.24% 1.08 0.51 0.46

Sbi Equity Hybrid Fund

3 The Sbi Equity Hybrid Fund is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 27 funds. The fund has seven KPIs that are in top quartile. The fund has 30% of the KPIs that are in top quartile. The fund has three KPIs that are in bottom quartile. The fund has 13% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Sbi Equity Hybrid Fund performance snapshot section. 3.99% 13.73% -19.50% -9.57% 0.54 0.25 0.49

Mirae Asset Hybrid Equity Fund

6 The Mirae Asset Hybrid Equity Fund is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 27 funds. The fund has one KPI that is in top quartile. The fund does not have any KPI that are bottom quartile. You can read more about the fund KPIs in the Mirae Asset Hybrid Equity Fund performance snapshot section. 3.84% 14.35% -21.19% -12.54% 0.49 0.23 0.49

Jm Equity Hybrid Fund Performance Snapshot (Direct Plan)

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KPIs Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
1M Return %
3.83
1.83
Yes
Yes
No
1/27 0.31 / 3.83
1M Rolling Return %
0.62
0.24
Yes
Yes
No
6/28 -0.53 / 1.12
3M Return %
6.89
4.01
Yes
Yes
No
1/27 0.86 / 6.89
3M Rolling Return %
-1.39
-0.08
No
No
Yes
26/28 -2.33 / 2.98
6M Return %
18.02
12.81
Yes
Yes
No
2/27 8.38 / 19.08
6M Rolling Return %
1.72
1.35
Yes
No
No
10/28 -2.12 / 6.23
1Y Return %
10.18
6.21
Yes
Yes
No
5/26 -2.55 / 17.74
1Y Rolling Return %
27.62
21.46
Yes
Yes
No
3/27 12.49 / 41.45
3Y Return %
22.42
16.45
Yes
Yes
No
2/25 10.19 / 33.36
3Y Rolling Return %
14.27
14.47
No
No
No
11/21 6.93 / 27.39
5Y Return %
11.86
11.31
Yes
No
No
7/20 6.57 / 20.52
Standard Deviation
20.28
15.84
No
No
Yes
27/28 13.26 / 20.77
Semi Deviation
13.93
12.12
No
No
Yes
27/28 7.73 / 17.35
Max Drawdown
-30.47
-21.86
No
No
Yes
27/28 -35.82 / -7.47
VaR 1 Y
-23.03
-13.59
No
No
Yes
28/28 -23.03 / -9.57
Average Drawdown
-9.00
-6.33
No
No
Yes
28/28 -9.00 / -4.56
Sharpe Ratio
0.31
0.42
No
No
Yes
21/28 0.01 / 1.08
Sterling Ratio
0.27
0.37
No
No
Yes
24/28 0.14 / 0.72
Sortino Ratio
0.18
0.20
No
No
No
17/28 0.03 / 0.51
Jensen Alpha
1.99
-1.98
Yes
Yes
No
3/20 -12.78 / 13.93
Treynor Ratio
0.12
0.08
Yes
Yes
No
3/20 0.02 / 0.22
Modigliani Square measure
13.64
12.02
Yes
No
No
6/20 5.55 / 24.10
Active Return
0.03
-0.02
Yes
Yes
No
2/20 -0.09 / 0.19
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : Dec. 8, 2022.
Other parameters_direct, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2022 KPIs: Key Performance Indicators

Jm Equity Hybrid Fund Regular vs Direct Plan Performance

Parameters Regular Plan Direct Plan
1M Return % 3.73% 3.83%
1M Rolling Return % 0.55% 0.62%
3M Return % 6.57% 6.89%
3M Rolling Return % -1.59% -1.39%
6M Return % 17.37% 18.02%
6M Rolling Return % 1.22% 1.72%
1Y Return % 9.12% 10.18%
1Y Rolling Return % 26.62% 27.62%
3Y Return % 21.39% 22.42%
3Y Rolling Return % 13.27% 14.27%
5Y Return % 10.92% 11.86%
Standard Deviation 20.28% 20.28%
Semi Deviation 13.93% 13.93%
Max Drawdown -30.47% -30.47%
VaR 1 Y -23.03% -23.03%
Average Drawdown -9.00% -9.00%
Sharpe Ratio 0.31% 0.31%
Sterling Ratio 0.27% 0.27%
Sortino Ratio 0.18% 0.18%
Jensen Alpha 1.99% 1.99%
Treynor Ratio 0.12% 0.12%
Modigliani Square measure 13.64% 13.64%
Active Return 0.03% 0.03%

Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

Annulized Returns

Jm Equity Hybrid Fund Expected Return

Investment Period Mini. Possible Return
in Investment Period
Max. Possible Return
in Investment Period
Expected Return
in Investment Period
Loss Probability
in Investment Period
10 Year 8.12% 19.14% 13.53% 0.00%
One Year -47.49% 86.08% 15.50% 12.69%
Three Year -3.13% 43.62% 13.99% 0.51%
Five Year 2.89% 35.94% 14.10% 0.00%
Seven Year 7.71% 24.89% 13.32% 0.00%

Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

Annulized Returns


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Aggressive Hybrid Fund Category Performance Analysis

Return Chart (Regular Plan)

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Fund Name 1D Return 1W Return 1M Return 3M Return 6M Return 1Y Return 3Y Return 5Y Return
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank

Hdfc Hybrid Equity Fund

0.74
1
0.31
2
2.74
4
5.59
2
14.78
3
10.42
3
17.13
7
9.12
13

Jm Equity Hybrid Fund

0.65
2
0.33
1
3.73
1
6.57
1
17.37
2
9.12
5
21.39
3
10.92
7

Pgim India Hybrid Equity Fund

0.45
3
-0.16
4
2.95
2
4.72
8
11.37
19
-2.51
25
10.79
22
7.63
16

Lic Mf Equity Hybrid Fund

0.40
4
-0.57
20
1.48
16
2.45
23
9.45
25
0.55
22
8.90
25
7.10
18

Shriram Hybrid Equity Fund

0.40
5
-0.43
15
1.22
21
2.51
22
10.25
23
4.49
14
11.20
20
8.56
15

Uti Hybrid Equity Fund

0.40
6
-0.31
11
1.79
13
3.91
13
12.50
10
7.04
8
17.48
6
9.54
12

Tata Hybrid Equity Fund

0.38
7
-0.18
5
2.37
7
5.08
5
14.72
4
9.15
4
14.93
12
10.03
10

Navi Equity Hybrid Fund

0.36
8
-0.43
14
1.58
14
4.13
12
11.09
22
4.85
13
10.97
21

Quant Absolute Fund

0.35
9
0.31
3
2.07
9
4.48
10
18.06
1
15.85
1
32.11
1
19.42
1

Dsp Equity & Bond Fund

0.34
10
-0.27
8
1.38
17
2.01
25
11.48
17
-0.95
24
13.67
15
9.91
11

Invesco India Equity & Bond Fund

0.33
11
-0.48
17
1.22
22
2.70
20
11.56
15
2.56
19
10.60
23

Kotak Equity Hybrid Fund

0.33
12
-0.28
10
1.24
20
2.53
21
11.68
13
6.51
10
17.52
5
11.74
4

Franklin India Equity Hybrid Fund

0.30
13
-0.41
13
2.38
6
4.56
9
13.76
5
6.34
11
15.26
10
10.24
9

Canara Robeco Equity Hybrid Fund

0.29
14
-0.70
23
1.20
23
3.05
18
11.82
12
3.97
16
15.42
9
11.86
3

Idbi Hybrid Equity Fund

0.29
15
-0.27
9
2.85
3
3.54
16
11.39
18
1.10
21
13.49
16
6.67
19

Edelweiss Aggressive Hybrid Fund

0.29
16
-0.24
7
1.86
11
4.84
7
12.79
7
7.53
7
16.17
8
11.70
5

Mirae Asset Hybrid Equity Fund

0.28
17
-0.33
12
1.83
12
3.61
15
11.50
16
3.84
17
14.35
13
11.16
6

Icici Prudential Equity & Debt Fund

0.27
18
-0.53
19
1.35
18
5.04
6
11.30
20
12.82
2
21.63
2
13.83
2

Idfc Hybrid Equity Fund

0.24
19
-0.68
21
0.43
25
2.86
19
11.16
21
3.39
18
15.20
11
8.92
14

Mahindra Manulife Hybrid Equity Dhan Sanchay Yojana

0.23
20
-0.76
25
1.49
15
3.69
14
12.75
8
6.65
9
18.44
4

Union Hybrid Equity Fund

0.23
21
-0.46
16
1.25
19
3.09
17
11.58
14
1.80
20

Nippon India Equity Hybrid Fund

0.21
22
-0.69
22
2.00
10
5.20
4
13.71
6
7.93
6
10.17
24
5.62
20

Baroda Bnp Paribas Aggressive Hybrid Fund

0.18
23
-0.19
6
2.71
5
4.32
11
12.29
11

Aditya Birla Sun Life Equity Hybrid 95 Fund

0.17
24
-0.85
26
0.25
27
0.96
26
7.97
27
0.18
23
12.18
18
7.14
17

Sbi Equity Hybrid Fund

0.15
25
-0.75
24
0.40
26
2.37
24
9.67
24
3.99
15
13.73
14
10.79
8

Indiabulls Equity Hybrid Fund

0.13
26
-0.50
18
2.21
8
5.33
3
12.66
9
5.17
12
12.47
17

Axis Equity Hybrid Fund

0.00
27
-0.96
27
0.65
24
0.59
27
8.37
26
-3.81
26
11.72
19

L&T Hybrid Equity Fund

Hsbc Equity Hybrid Fund

Fund Name 1D Return 1W Return 1M Return 3M Return 6M Return 1Y Return 3Y Return 5Y Return
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank

Hdfc Hybrid Equity Fund

0.74
1
0.32
3
2.79
5
5.76
2
15.16
4
11.14
3
17.88
8
9.89
15

Jm Equity Hybrid Fund

0.65
2
0.36
1
3.83
1
6.89
1
18.02
2
10.18
5
22.42
2
11.86
7

Pgim India Hybrid Equity Fund

0.46
3
-0.12
4
3.11
2
5.16
8
12.32
15
-0.93
25
12.61
22
9.32
16

Lic Mf Equity Hybrid Fund

0.40
4
-0.55
20
1.57
16
2.73
23
10.04
25
1.69
22
10.19
25
8.42
17

Shriram Hybrid Equity Fund

0.40
5
-0.40
16
1.36
20
2.91
21
11.09
23
6.09
14
12.90
21
10.06
14

Uti Hybrid Equity Fund

0.40
6
-0.30
12
1.85
13
4.07
14
12.85
11
7.69
10
18.29
7
10.30
13

Tata Hybrid Equity Fund

0.38
7
-0.17
6
2.45
7
5.33
6
15.28
3
10.20
4
16.07
12
11.29
10

Navi Equity Hybrid Fund

0.37
8
-0.40
15
1.74
14
4.63
12
12.17
18
6.85
13
13.01
20

Quant Absolute Fund

0.36
9
0.34
2
2.21
9
4.92
9
19.08
1
17.74
1
33.36
1
20.52
1

Dsp Equity & Bond Fund

0.35
10
-0.25
8
1.47
17
2.28
25
12.07
19
0.09
24
14.82
14
11.03
11

Invesco India Equity & Bond Fund

0.34
11
-0.45
17
1.36
19
3.14
20
12.48
13
4.24
19
12.36
23

Kotak Equity Hybrid Fund

0.34
12
-0.25
9
1.36
21
2.89
22
12.48
14
8.03
9
19.13
5
13.23
5

Edelweiss Aggressive Hybrid Fund

0.31
13
-0.20
7
2.05
11
5.39
5
13.94
7
9.73
6
18.30
6
13.44
3

Franklin India Equity Hybrid Fund

0.30
14
-0.39
14
2.47
6
4.82
10
14.33
5
7.39
11
16.42
11
11.42
9

Union Hybrid Equity Fund

0.30
15
-0.37
13
1.29
23
3.42
17
12.23
17
2.94
20

Canara Robeco Equity Hybrid Fund

0.30
16
-0.68
23
1.31
22
3.36
18
12.51
12
5.27
16
16.81
9
13.23
4

Idbi Hybrid Equity Fund

0.29
17
-0.25
10
2.92
3
3.77
16
11.89
21
1.97
21
14.44
17
7.99
19

Mirae Asset Hybrid Equity Fund

0.29
18
-0.30
11
1.95
12
3.98
15
12.28
16
5.29
15
16.01
13
12.83
6

Icici Prudential Equity & Debt Fund

0.27
19
-0.52
19
1.39
18
5.18
7
11.61
22
13.45
2
22.26
3
14.62
2

Idfc Hybrid Equity Fund

0.25
20
-0.66
21
0.54
25
3.19
19
11.92
20
4.72
18
16.67
10
10.43
12

Mahindra Manulife Hybrid Equity Dhan Sanchay Yojana

0.24
21
-0.72
24
1.66
15
4.22
13
13.89
8
8.81
7
20.73
4

Nippon India Equity Hybrid Fund

0.21
22
-0.67
22
2.07
10
5.41
4
14.14
6
8.77
8
11.02
24
6.57
20

Baroda Bnp Paribas Aggressive Hybrid Fund

0.19
23
-0.15
5
2.85
4
4.75
11
13.24
10

Aditya Birla Sun Life Equity Hybrid 95 Fund

0.17
24
-0.84
26
0.31
27
1.15
26
8.38
27
0.98
23
13.06
19
8.06
18

Sbi Equity Hybrid Fund

0.15
25
-0.73
25
0.46
26
2.55
24
10.05
24
4.72
17
14.51
16
11.61
8

Indiabulls Equity Hybrid Fund

0.14
26
-0.50
18
2.27
8
5.58
3
13.42
9
6.92
12
14.60
15

Axis Equity Hybrid Fund

0.00
27
-0.91
27
0.80
24
0.86
27
9.04
26
-2.55
26
13.25
18

L&T Hybrid Equity Fund

Hsbc Equity Hybrid Fund

Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Kotak Equity Hybrid Fund

0.39
10
0.81
4
2.22
6
22.12
6
16.56
3

Aditya Birla Sun Life Equity Hybrid 95 Fund

-0.05
19
-0.57
12
-1.18
25
19.84
11
11.60
15

Axis Equity Hybrid Fund

-0.59
27
-1.57
25
-1.38
27
17.50
19

Franklin India Equity Hybrid Fund

0.36
11
-0.91
19
0.95
11
19.23
12
12.96
11

Shriram Hybrid Equity Fund

0.14
14
-0.85
18
0.35
14
14.72
25
10.02
19

Canara Robeco Equity Hybrid Fund

-0.15
21
-0.71
15
0.01
18
21.18
8
14.98
4

Dsp Equity & Bond Fund

-0.39
26
-1.90
27
-0.99
23
18.50
15
14.23
5

Edelweiss Aggressive Hybrid Fund

0.46
7
1.05
3
2.38
5
20.49
9
14.04
6

Essel Equity Hybrid Fund

-0.01
18
-0.10
10
0.69
13
15.96
22

Hdfc Hybrid Equity Fund

0.65
3
0.64
5
2.47
4
21.80
7
13.54
9

Hsbc Equity Hybrid Fund

-0.24
23
-0.98
21
-1.27
26
17.95
17

Icici Prudential Equity & Debt Fund

0.83
2
2.29
2
5.94
1
34.16
2
18.30
2

Idbi Hybrid Equity Fund

-0.37
25
-0.79
17
-0.23
21
18.47
16
10.35
17

Idfc Hybrid Equity Fund

0.12
15
-0.97
20
0.32
15
19.96
10
12.93
12

Indiabulls Equity Hybrid Fund

0.08
16
-0.72
16
0.29
16
15.19
24

Invesco India Equity & Bond Fund

-0.00
17
-1.21
24
-0.19
20
13.79
26

Jm Equity Hybrid Fund

0.55
4
-1.59
26
1.22
10
26.62
3
13.27
10

Mahindra Hybrid Equity Nivesh Yojana

0.52
5
0.58
7
1.50
9
23.32
4

Nippon India Equity Hybrid Fund

0.46
8
0.63
6
1.88
7
17.32
20
6.12
21

Pgim India Hybrid Equity Fund

-0.68
28
-2.73
28
-2.90
28
15.37
23
10.19
18

Quant Absolute Fund

1.00
1
2.71
1
5.13
2
40.64
1
26.30
1

Sbi Equity Hybrid Fund

0.22
12
-0.37
11
0.81
12
17.86
18
13.72
8

Tata Hybrid Equity Fund

0.51
6
-0.03
9
2.49
3
19.19
13
11.83
14

Uti Hybrid Equity Fund

0.41
9
0.08
8
1.53
8
23.06
5
12.87
13

L&T Hybrid Equity Fund

-0.34
24
-0.69
14
-0.64
22
16.67
21
11.03
16

Lic Mf Equity Hybrid Fund

-0.23
22
-1.02
22
-1.00
24
11.13
27
9.90
20

Mirae Asset Hybrid Equity Fund

0.20
13
-0.58
13
0.23
17
18.89
14
13.95
7

Union Hybrid Equity Fund

-0.12
20
-1.19
23
0.00
19
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Equity Hybrid 95 Fund

0.02
19
-0.38
14
-0.78
27
20.77
11
12.49
15

Axis Equity Hybrid Fund

-0.46
27
-1.22
25
-0.65
26
19.13
18

Franklin India Equity Hybrid Fund

0.45
11
-0.66
20
1.45
12
20.43
13
14.14
12

Shriram Hybrid Equity Fund

0.27
15
-0.47
17
1.11
15
16.48
25
11.67
18

Canara Robeco Equity Hybrid Fund

-0.04
20
-0.40
15
0.64
18
22.59
8
16.34
4

Dsp Equity & Bond Fund

-0.30
26
-1.65
27
-0.47
24
19.69
16
15.38
7

Edelweiss Aggressive Hybrid Fund

0.65
5
1.53
3
3.38
3
22.74
7
16.01
5

Essel Equity Hybrid Fund

0.16
17
0.37
8
1.65
11
18.12
21

Hdfc Hybrid Equity Fund

0.70
3
0.80
7
2.79
6
22.58
9
14.29
10

Hsbc Equity Hybrid Fund

-0.11
22
-0.61
19
-0.54
25
19.72
15

Icici Prudential Equity & Debt Fund

0.88
2
2.43
2
6.23
1
34.84
2
18.91
2

Idbi Hybrid Equity Fund

-0.29
25
-0.57
18
0.20
21
19.46
17
11.43
19

Idfc Hybrid Equity Fund

0.28
14
-0.69
21
0.94
16
21.53
10
14.42
9

Indiabulls Equity Hybrid Fund

0.26
16
-0.22
12
1.25
13
17.51
23

Invesco India Equity & Bond Fund

0.14
18
-0.81
23
0.62
19
15.62
26

Jm Equity Hybrid Fund

0.62
6
-1.39
26
1.72
10
27.62
3
14.27
11

Kotak Equity Hybrid Fund

0.51
9
1.17
4
2.95
5
23.84
6
18.11
3

Mahindra Hybrid Equity Nivesh Yojana

0.69
4
1.08
5
2.50
7
25.71
4

Nippon India Equity Hybrid Fund

0.52
8
0.83
6
2.27
8
18.24
20
6.93
21

Pgim India Hybrid Equity Fund

-0.53
28
-2.33
28
-2.12
28
17.24
24
11.98
17

Quant Absolute Fund

1.12
1
2.98
1
5.77
2
41.45
1
27.39
1

Sbi Equity Hybrid Fund

0.28
13
-0.20
11
1.16
14
18.69
19
14.51
8

Tata Hybrid Equity Fund

0.59
7
0.21
10
2.98
4
20.36
14
12.99
14

Uti Hybrid Equity Fund

0.46
10
0.22
9
1.84
9
23.94
5
13.66
13

L&T Hybrid Equity Fund

-0.25
24
-0.44
16
-0.14
22
17.91
22
12.20
16

Lic Mf Equity Hybrid Fund

-0.12
23
-0.72
22
-0.43
23
12.49
27
11.12
20

Mirae Asset Hybrid Equity Fund

0.33
12
-0.23
13
0.92
17
20.64
12
15.69
6

Union Hybrid Equity Fund

-0.04
21
-0.91
24
0.56
20
Fund Name VaR 1 Y 95% Max Drawdown Average Drawdown Standard Deviation Semi Deviation
% Rank % Rank % Rank % Rank % Rank

Hdfc Hybrid Equity Fund

-13.16
12
-23.17
21
-4.89
4
16.71
23
12.61
20

Hsbc Equity Hybrid Fund

-13.09
11
-20.51
8
-5.22
7
15.14
10
11.53
8

Aditya Birla Sun Life Equity Hybrid 95 Fund

-17.16
27
-25.50
26
-7.04
20
16.70
22
12.98
22

Axis Equity Hybrid Fund

-11.45
5
-20.69
9
-7.35
23
15.65
15
12.10
14

Franklin India Equity Hybrid Fund

-13.86
18
-21.58
16
-6.38
16
15.41
13
11.84
13

Shriram Hybrid Equity Fund

-11.24
4
-18.70
4
-5.14
6
14.08
4
10.52
4

Canara Robeco Equity Hybrid Fund

-11.17
3
-16.27
2
-4.56
1
13.66
2
10.45
3

Dsp Equity & Bond Fund

-13.32
15
-20.69
10
-6.82
18
16.27
19
12.59
19

Edelweiss Aggressive Hybrid Fund

-11.64
6
-21.18
13
-5.91
12
14.94
8
11.62
9

Navi Equity Hybrid Fund

-13.19
13
-22.78
18
-6.72
17
15.27
12
12.31
16

Icici Prudential Equity & Debt Fund

-16.20
25
-24.31
23
-5.57
8
17.60
26
13.01
23

Idbi Hybrid Equity Fund

-11.88
8
-17.18
3
-7.19
21
13.78
3
10.39
2

Idfc Hybrid Equity Fund

-14.49
23
-23.69
22
-6.05
14
16.63
21
13.17
25

Indiabulls Equity Hybrid Fund

-13.58
17
-21.12
12
-6.89
19
15.26
11
11.78
11

Invesco India Equity & Bond Fund

-13.34
16
-21.08
11
-4.62
2
14.71
6
11.83
12

Jm Equity Hybrid Fund

-23.03
28
-30.47
27
-9.00
28
20.28
27
13.93
27

Kotak Equity Hybrid Fund

-14.15
22
-25.50
25
-7.19
22
16.90
24
13.55
26

Mahindra Manulife Hybrid Equity Dhan Sanchay Yojana

-11.81
7
-19.33
5
-5.01
5
15.86
18
12.49
18

Nippon India Equity Hybrid Fund

-16.83
26
-35.82
28
-8.10
27
20.77
28
17.35
28

Pgim India Hybrid Equity Fund

-14.12
20
-22.89
19
-7.88
26
15.75
17
12.42
17

Quant Absolute Fund

-13.24
14
-23.14
20
-5.70
9
17.40
25
13.04
24

Sbi Equity Hybrid Fund

-9.57
1
-19.50
6
-5.97
13
14.80
7
11.38
7

Tata Hybrid Equity Fund

-13.96
19
-22.09
17
-5.88
11
15.44
14
11.70
10

Uti Hybrid Equity Fund

-14.13
21
-25.14
24
-7.56
24
16.52
20
12.74
21

L&T Hybrid Equity Fund

-15.36
24
-21.51
15
-7.79
25
15.67
16
12.18
15

Lic Mf Equity Hybrid Fund

-12.73
10
-19.65
7
-5.81
10
14.10
5
10.92
5

Mirae Asset Hybrid Equity Fund

-12.54
9
-21.19
14
-6.24
15
14.98
9
11.29
6

Baroda Bnp Paribas Aggressive Hybrid Fund

-10.19
2
-7.47
1
-4.86
3
13.26
1
7.73
1
Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return
% Rank % Rank % Rank % Rank Value Rank Value Rank % Rank % Rank % Rank

Hdfc Hybrid Equity Fund

0.47
10
0.22
10
0.38
10
0.48

Hsbc Equity Hybrid Fund

0.37
16
0.18
16
0.34
14
0.49

Aditya Birla Sun Life Equity Hybrid 95 Fund

0.28
24
0.14
23
0.27
27
0.49
-5.26
15 1.19 3
0.96
9
0.06
14
9.52
14
-0.03
9

Axis Equity Hybrid Fund

0.44
12
0.20
12
0.38
11
0.47
-4.30
13 1.11 9
0.96
4
0.06
13
9.94
13
-0.04
12

Franklin India Equity Hybrid Fund

0.46
11
0.21
11
0.37
12
0.49
-1.42
10 1.06 14
0.94
12
0.08
9
12.13
10
-0.05
13

Shriram Hybrid Equity Fund

0.30
22
0.15
19
0.31
18
0.46

Canara Robeco Equity Hybrid Fund

0.62
4
0.28
4
0.51
3
0.48
0.78
5 0.98 18
0.97
2
0.10
6
14.78
5
-0.00
5

Dsp Equity & Bond Fund

0.49
9
0.23
9
0.42
7
0.48
-3.33
12 1.14 7
0.94
13
0.07
11
10.81
12
-0.06
16

Edelweiss Aggressive Hybrid Fund

0.54
6
0.24
7
0.42
8
0.49
-0.53
7 1.08 11
0.96
11
0.09
7
13.32
8
-0.01
6

Navi Equity Hybrid Fund

0.32
18
0.15
21
0.29
23
0.50
-6.36
18 1.15 4
0.96
5
0.05
17
8.88
17
-0.06
17

Icici Prudential Equity & Debt Fund

0.65
3
0.31
3
0.48
4
0.47
4.16
2 1.14 5
0.86
18
0.13
2
15.81
2
0.01
4

Idbi Hybrid Equity Fund

0.26
26
0.13
25
0.30
19
0.48
-2.81
11 0.97 19
0.97
1
0.07
12
11.12
11
-0.02
7

Idfc Hybrid Equity Fund

0.40
15
0.19
15
0.34
15
0.49

Indiabulls Equity Hybrid Fund

0.36
17
0.17
18
0.33
17
0.48
-4.79
14 1.08 12
0.97
3
0.05
15
9.33
15
-0.06
19

Invesco India Equity & Bond Fund

0.32
19
0.15
22
0.30
21
0.49
-5.35
16 1.08 13
0.93
15
0.05
16
9.23
16
-0.05
14

Jm Equity Hybrid Fund

0.31
21
0.18
17
0.27
24
0.50
1.99
3 1.24 2
0.74
20
0.12
3
13.64
6
0.03
2

Kotak Equity Hybrid Fund

0.62
5
0.27
5
0.43
6
0.49

Mahindra Manulife Hybrid Equity Dhan Sanchay Yojana

0.78
2
0.34
2
0.59
2
0.48
1.70
4 1.09 10
0.96
7
0.11
4
15.37
3
0.03
3

Nippon India Equity Hybrid Fund

0.08
27
0.07
27
0.14
28
0.50
-12.78
20 1.49 1
0.89
17
0.02
20
5.55
20
-0.09
20

Pgim India Hybrid Equity Fund

0.26
25
0.13
26
0.27
25
0.49
-6.63
19 1.13 8
0.92
16
0.04
18
8.16
18
-0.06
18

Quant Absolute Fund

1.08
1
0.51
1
0.72
1
0.46
13.93
1 1.14 6
0.77
19
0.22
1
24.10
1
0.19
1

Sbi Equity Hybrid Fund

0.54
7
0.25
6
0.44
5
0.49
-1.37
9 1.04 16
0.96
10
0.08
10
12.36
9
-0.04
10

Tata Hybrid Equity Fund

0.43
13
0.20
13
0.35
13
0.47
-1.28
8 0.95 20
0.96
6
0.09
8
13.38
7
-0.04
11

Uti Hybrid Equity Fund

0.42
14
0.20
14
0.34
16
0.49
-0.17
6 1.04 15
0.96
8
0.10
5
14.82
4
-0.02
8

L&T Hybrid Equity Fund

0.31
20
0.15
20
0.30
20
0.49

Lic Mf Equity Hybrid Fund

0.29
23
0.14
24
0.30
22
0.48
-5.77
17 1.00 17
0.93
14
0.04
19
8.07
19
-0.05
15

Mirae Asset Hybrid Equity Fund

0.49
8
0.23
8
0.39
9
0.49

Baroda Bnp Paribas Aggressive Hybrid Fund

0.01
28
0.03
28
0.27
26
0.47

Jm Equity Hybrid Fund Additional Return Analysis

Jm Equity Hybrid Fund Value of Investment

Plan Type 1 Day 1 Week 1 Month 3 Month 6 Month 1 Year 3 Year 5 Year
Regular Plan Value of 1000 Rupee 1006.46 1003.32 1037.29 1065.65 1173.66 1091.24 1788.90 1679.19
Direct Plan Value of 1000 Rupee 1006.50 1003.56 1038.32 1068.91 1180.23 1101.78 1834.54 1751.25
Fund Information
Fund Launch Date: 01/Apr/1995
Fund Category: Aggressive Hybrid Fund
Investment Objective: To provide steady current income as well as long term growth of capital by investing predominantly in large cap stocks
Fund Description: Open Ended Hybrid Aggressive Hybrid Fund
Fund Benchmark: CRISIL Hybrid 35+65 - Aggressive Index
Source: Fund FactSheet


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