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Mutual Fund Review – JM Balanced

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Fund Name: JM Balanced (G)


Category: Equity – Hybrid

Expense Ratio: 2.89%

Risk Level: Average

Benchmark: Crisil balanced

Objective: To provide steady current income as well as long term growth of capital

Returns (Annualized)


Our Review

JM balanced (G) fund has made its inception in the year 1995. Since inception, it has produced annualized returns of 5.26%. It has managed to comprehensively beat the benchmark index as well as category average consistently in the 1, 3 and 5 year returns.

Top 5 holdings of the fund include Infosys, ICICI bank, Eicher motors, L&T and ITC. The fund invests 67% of assets into equities and rest in fixed income instruments. The fund has been doing pretty well in its category. The 5 year return has been exceptional for the fund.


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