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Yogi Zone

Useful articles for your finance management by our team of experts

Mutual Fund Review – JM Balanced

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Fund Name: JM Balanced (G)

CRISIL Rank: NA

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)

1-Year3-Year5-Year
17.86%8.82%17.39%

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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