JM Financial Mutual Fund - Fund Manager
Qualification: B.com., CA.,Cost Accountant(AIMR), CFA. Experience:Gupta has 4 years of experience in the mutual fund industry. He worked in the operations division of kotak amc for 2 years. Subsequently in April 2007 he moved to the equity fund management team as a research analyst.
Fund Name | Classification | Fund AUM (Cr.) |
|---|---|---|
Invesco India Arbitrage Fund - Dir (Annual-B) | Hybrid: Arbitrage | 27150.96 |
Invesco India Arbitrage Fund - Direct (G) | Hybrid: Arbitrage | 27150.96 |
Invesco India Arbitrage Fund (G) | Hybrid: Arbitrage | 27150.96 |
Invesco India Equity Savings Fund - Direct (G) | Hybrid: Equity Savings | 438.49 |
Invesco India Equity Savings Fund (G) | Hybrid: Equity Savings | 438.49 |
JM Aggressive Hybrid Fund - (Annual-Bonus) | Hybrid: Aggressive Hybrid | 729.07 |
JM Aggressive Hybrid Fund - (Bonus) | Hybrid: Aggressive Hybrid | 729.07 |
JM Aggressive Hybrid Fund - (G) | Hybrid: Aggressive Hybrid | 815.8 |
JM Aggressive Hybrid Fund - (Half-Bonus) | Hybrid: Aggressive Hybrid | 729.07 |
Invesco India Income Plus Arbitrage Active Fund of Fund-Dir (G) | Other: FoFs Domestic | 283.08 |
Fund Manager Overview
| Top Holdings - Consoloidated | Wts(%) |
|---|---|
| Net Receivable / Payable | 52.20% |
| Invesco India Liquid Fund - Direct (G) | 6.58% |
| HDFC Bank Ltd | 3.61% |
| Reverse Repo / Treps / CCIL | 3.46% |
| Invesco India Money Market Fund - Direct (G) | 3.08% |
| Fund Name | 1M | 3M | 6M | 1Y | 3Y | 5Y | Since Inception |
|---|---|---|---|---|---|---|---|
| Invesco India Arbitrage Fund - Dir (Annual-B) | 0.56% | 1.63% | 3.24% | 7.14% | 7.88% | 6.64% | 6.67% |
| Invesco India Arbitrage Fund - Direct (G) | 0.56% | 1.63% | 3.24% | 7.14% | 7.89% | 6.65% | 6.95% |
| Invesco India Arbitrage Fund (G) | 0.51% | 1.46% | 2.89% | 6.43% | 7.17% | 5.94% | 6.57% |
| Invesco India Equity Savings Fund - Direct (G) | -0.83% | -0.49% | -0.07% | 1.45% | 12.09% | 9.96% | 9.81% |
| Invesco India Equity Savings Fund (G) | -0.96% | -0.88% | -0.87% | -0.16% | 10.35% | 8.19% | 7.99% |
| JM Aggressive Hybrid Fund - (Annual-Bonus) | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| JM Aggressive Hybrid Fund - (Bonus) | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| JM Aggressive Hybrid Fund - (G) | -2.25% | -2.38% | -2.25% | -7% | 17.07% | 17.34% | 12.3% |
| JM Aggressive Hybrid Fund - (Half-Bonus) | N/A | N/A | N/A | N/A | N/A | N/A | N/A |
| Invesco India Income Plus Arbitrage Active Fund of Fund-Dir (G) | 0.28% | 1.53% | N/A | N/A | N/A | N/A | 2.05% |
Fund Performance
Sector Weights
-
Aum Movement
Fund Manager History
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