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JM Aggressive Hybrid Fund Direct Growth

Growth
136.500.31% (-0.43)
High
Low
Returns
0.00%
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
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1M
6M
1Y
3Y
5Y
Max
SIP

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JM Aggressive Hybrid Fund Performance & Key Metrics

JM Aggressive Hybrid Fund Performance & Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.5644.98-0.30
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.4339.760.18

JM Aggressive Hybrid Fund Scheme InfoJM Aggressive Hybrid Fund Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs1.00%
1% on or before 60D Nil after 60D
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 1,000
Initial: ₹ 1,000 Incremental: ₹ 100
BenchmarkBenchmark
CRISIL Hybrid 35+65 - Aggressive Index

About Aggressive Hybrid Fund

About Aggressive Hybrid Fund

Aggressive Hybrid funds have exposure to both debt and equity instruments. They primarily invest in stocks with some allocation to debt instruments. These funds are less risky as compared to pure equity funds.

JM Aggressive Hybrid Fund Peers

What are peers and why compare against them?

What are peers and why compare against them?

A mutual fund’s peers are schemes which belong to the same category. Comparing various metrics against peers can give valuable insights on how the scheme is performing as compared to the scheme category as a whole.

JM Aggressive Hybrid Fund Peers & Comparison

Comparing 3 mutual funds from 
HybridAggressive Hybrid Fund
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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
JM Aggressive Hybrid Fund0.63%26.47%14.60%
SBI Equity Hybrid Fund12.13%17.55%15.16%
ICICI Pru Equity & Debt Fund9.67%22.26%17.71%
HDFC Hybrid Equity Fund7.38%17.39%12.75%

JM Aggressive Hybrid Fund Returns Comparison

Compare JM Aggressive Hybrid Fund with any MF, ETF, stock or index
Compare JM Aggressive Hybrid Fund with any MF, ETF, stock or index
JM Aggressive Hybrid Fund
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JM Aggressive Hybrid Fund Portfolio

What are constituents?

What are constituents?

Mutual fund constituents are the various stocks, bonds, and other securities held within a fund. The size and mix of holdings depend on the category or type of fund. The holding analysis can give valuable understanding regarding the diversification of the fund.

JM Aggressive Hybrid Fund Asset Allocation

JM Aggressive Hybrid Fund Asset Allocation

Actual

Target

Sep 2024

Dec 2024

Mar 2025

May 2025

ACTUAL
Certificate of DepositCash & EquivalentsCorporate DebtGovernment SecuritiesEquity1.75%2.03%9.74%10.16%76.32%

Sep 2024

Dec 2024

Mar 2025

May 2025

Tickertape Separator

JM Aggressive Hybrid Fund Sector Distribution

JM Aggressive Hybrid Fund Sector Distribution

+23 morePackaged Foods & MeatsSpecialized FinanceG-SecIT Services & ConsultingPrivate Banks57.53 %6.08 %6.59 %7.80 %9.17 %12.82 %

Sep 2024

Dec 2024

Mar 2025

May 2025

Tickertape Separator

JM Aggressive Hybrid Fund Sector Weightage

JM Aggressive Hybrid Fund Sector Weightage

Mar 24May 24Sep 24Dec 24Mar 25May 254.96%3.37%0.00%0.00%12.81%12.82%
Private Banks as a % of total holdings for last six quarters
Tickertape Separator

JM Aggressive Hybrid Fund Current Holdings

JM Aggressive Hybrid Fund Current Holdings

Equity

Debt

Others

  • Constituent
    Holding Weight
    3M Change

AMC Profile of JM Aggressive Hybrid Fund

AMC Profile of JM Aggressive Hybrid Fund

JM Financial Asset Management Private Limited is one of the first privately operated mutual funds company, which commenced its operations back in 1993-94. It is a subsidiary of the much older JM Financial Group

JM Financial Asset Management Private Limited is one of the first privately operated mutual funds company, which commenced its operations back in 1993-94. It is a subsidiary of the much older JM Financial Group

  • No.of Schemes

    15

  • Total AUM

    ₹ 13,715.83 Cr.

JM Aggressive Hybrid Fund Manager Details

JM Aggressive Hybrid Fund Manager Details

JM Aggressive Hybrid Fund Manager Profile

JM Aggressive Hybrid Fund Manager Profile

Asit Bhandarkar

AUM:  ₹10,975.04 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 11yrs

Satish Ramanathan

AUM:  ₹10,975.04 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 17.9yrs

Deepak Gupta

AUM:  ₹33,719.99 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 8yrs

Ruchi Fozdar

AUM:  ₹13,715.83 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp:

JM Aggressive Hybrid Fund Manager Performance (0)

JM Aggressive Hybrid Fund Manager Performance (0)

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JM Aggressive Hybrid Fund Tax Implications

JM Aggressive Hybrid Fund Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

+

-

You make

JM Aggressive Hybrid Fund Review & Opinions

JM Aggressive Hybrid Fund Review & Opinions

The content here in the form of articles and videos is for information purposes only and may have been sourced from publicly available sources or otherwise. Tickertape does not guarantee the authenticity and veracity of the material shared. The User understands and agrees that Tickertape is not aware nor liable for any content shared here.
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JM Aggressive Hybrid Fund FAQs

JM Aggressive Hybrid Fund FAQs

  1. What is the NAV of JM Aggressive Hybrid Fund?

    The Current NAV of JM Aggressive Hybrid Fund is ₹136.50, as of 13th June 2025

  2. What are the returns of JM Aggressive Hybrid Fund?

    The JM Aggressive Hybrid Fund has been there since 1st January 2013
    • 1 Year Returns: 0.63
    • 3 Year Returns: 26.47
    • 5 Year Returns: 28.62

  3. What are the top 5 sectors holdings of JM Aggressive Hybrid Fund?

    The top sectors JM Aggressive Hybrid Fund has invested in are as for 1st 01 2013 are as follows -
    • Private Banks | 12.82%
    • IT Services & Consulting | 9.17%
    • G-Sec | 7.80%
    • Specialized Finance | 6.59%
    • Packaged Foods & Meats | 6.08%

  4. What are the top 5 holdings JM Aggressive Hybrid Fund?

    The top 5 holdings for JM Aggressive Hybrid Fund are
    • Bharti Airtel Ltd | 4.97%
    • Larsen and Toubro Ltd | 3.96%
    • Bajaj Finance Ltd | 3.85%
    • HDFC Bank Ltd | 3.78%
    • Tech Mahindra Ltd | 3.54%

  5. What is the asset allocation of JM Aggressive Hybrid Fund?

    The JM Aggressive Hybrid Fund is a plan that invests
    • Equity | 76.32%
    • Government Securities | 10.16%
    • Corporate Debt | 9.74%
    • Cash & Equivalents | 2.03%
    • Certificate of Deposit | 1.75%

  6. How to invest in JM Aggressive Hybrid Fund?

    If you wish to invest in JM Aggressive Hybrid Fund Plan via smallcase, you can follow these quick and easy steps -
    1. Log in to smallcase
    2. Search and select the JM Aggressive Hybrid Fund
    3. Complete filling your details and KYC
    4. Enter the Amount and type of investment (SIP or Lumpsum)
    5. And Voila! your SIP or Lumpsump investment in JM Aggressive Hybrid Fund is completed
    6. You can also calculate the returns on your investment based on our smallcase Lumpsum & SIP Calculator.

  7. What is the AUM of JM Aggressive Hybrid Fund?

    The AUM of JM Aggressive Hybrid Fund is 822.48 Cr as of 13th June 2025

  8. What is the expense ratio of JM Aggressive Hybrid Fund Plan?

    The expense ratio of JM Aggressive Hybrid Fund Plan is 0.56

  9. How to exit JM Aggressive Hybrid Fund?

    If you have invested in JM Aggressive Hybrid Fund, then simply visit your investment and you will find an option to exit the funds or invest more. Please click on 'exit' and add the amount or units. In case you want to exit from all units, you can simply click on the checkbox option shown.

  10. What is the alpha of JM Aggressive Hybrid Fund?

    The alpha ratio for the JM Aggressive Hybrid Fund is -2.60

    Alpha is the excess return of a fund compared to its expected return based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.

  11. What is the Volatility or Standard Deviation of JM Aggressive Hybrid Fund?

    The volatility or standard deviation for the JM Aggressive Hybrid Fund is 12.50

    Standard Deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

  12. What is the sharpe ratio of JM Aggressive Hybrid Fund?

    The sharpe ratio for the JM Aggressive Hybrid Fund is -0.30

    The Sharpe Ratio is a measure of risk-adjusted return that evaluates the performance of an investment, such as a mutual fund, by adjusting for its risk. Higher Sharpe Ratio, indicates a better risk-adjusted performance. A positive Sharpe Ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe Ratio suggests that the MF did not adequately compensate for the risk.

  13. What is the Sortino ratio of JM Aggressive Hybrid Fund?

    The Sortino ratio for the JM Aggressive Hybrid Fund is -0.03

    The Sortino ratio is a measure of risk-adjusted return for an investment, such as a mutual fund.

  14. What is the Price to Earnings (PE) of JM Aggressive Hybrid Fund?

    The PE ratio (price-to-earnings) of the JM Aggressive Hybrid Fund is 44.98 while category PE ratio is 39.76

  15. 1. Test MF FAQ for Mutual Fund JM Aggressive Hybrid Fund Shares?

    The Current NAV of JM Aggressive Hybrid Fund is ₹136.50, as of 13th June 2025

  16. 5. Test MF FAQ Is there any lock-in period for JM Aggressive Hybrid Fund Plan?

    There is a lock in period of N/A for JM Aggressive Hybrid Fund