Jm Aggressive Hybrid Fund - Annual Idcw Payout Option

Jm Aggressive Hybrid Fund - Annual Idcw Payout Option - Portfolio Analysis

Portfolio Overview

Asset Allocation

Equity: 77.82%Others: 22.18%

Market Cap

Large Cap: 36.70%Mid Cap: 10.55%Small Cap: 24.53%Equity: 6.04%

Number of stocks

77

Top 10 Holdings

66.35% of portfolio

Market Cap of Equity

Large Cap
36.70%
Mid Cap
10.55%
Small Cap
24.53%
Equity
6.04%

Companies Allocation of Equity

Bharti Airtel Ltd8.45%
Larsen & Toubro Ltd7.93%
HDFC Bank Ltd7.10%
Tech Mahindra Ltd6.81%
Waaree Energies Ltd6.51%
Ujjivan Small Finance Bank Ltd Ordinary Shares6.32%
Bajaj Finance Ltd6.00%
ICICI Bank Ltd5.91%
Multi Commodity Exchange of India Ltd5.70%
InterGlobe Aviation Ltd5.62%

Sector Allocation of Equity

Communication Services4.23%
Industrials13.57%
Financial Services18.42%
Technology15.22%
Healthcare3.90%
Consumer Cyclical12.44%
Basic Materials6.15%
Consumer Defensive3.90%

SIP Amount

Monthly SIP Date

Jm Aggressive Hybrid Fund - Annual Idcw Payout Option

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Frequently Asked Questions

Everything You Need To Know To Get Started With Confidence

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.