JM Aggressive Hybrid Fund Growth
- Aggressive Allocation
- Hybrid
- Very High Risk
Explore On
Rating:
4
Key Metrics
Aum
₹701.44 Cr
Expense Ratio
2.93%
Exit Load
1.00%
Min. Investment
₹1,000.00
Min. SIP
₹100.00
Launch Date
1 Apr 1995
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -1.9% | -- |
| 3 Months | -1.58% | -- |
| 6 Months | -6.6% | -- |
| 1 Year | -4.96% | -4.96% |
| 2 Years | -- | -1.07% |
| 3 Years | +47.78% | +13.9% |
| 5 Years | +79.71% | +12.44% |
| Since Launch | +3250.81% | +11.92% |
Holdings as on 8 June 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| 6.48% Govt Stock 2035 | 24.32 | 3.47 |
| Multi Commodity Exchange Of India | 24.27 | 3.46 |
| Net Receivable/Payable | 23.42 | 3.34 |
| Bharti Airtel | 23.35 | 3.33 |
| Bajaj Finance | 22.03 | 3.14 |
| HDFC Bank | 22.00 | 3.14 |
| NTPC | 20.56 | 2.93 |
| Reliance Industries | 19.03 | 2.71 |
| One 97 Communications | 17.23 | 2.45 |
| Tech Mahindra | 16.66 | 2.37 |
Morning Star Rating
Rating:
4
Risk
Return
Risk & Volitility
0.70
Sharpe Ratio
14.15%
Std. Deviation
13.01%
Tracking Error
-1.71%
Alpha
1.25
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| JM Aggressive Hybrid Fund Growth | -4.96% | +13.9% | +12.44% |
| Invesco India Aggressive Hybrid FundRegular Growth | -8.96% | +10.63% | +9.2% |
| Union Aggressive Hybrid Fund Regular Growth | -1.51% | +10.32% | +9.29% |
| LIC MF Aggressive Hybrid Fund Growth | -2.09% | +10.23% | +8.51% |
| PGIM India Aggresive Hybrid Equity Fund Growth Option | -3.19% | +7.92% | +7.05% |
Results are calculated on CAGR basis
About Fund
The investment objective of the Scheme is to provide steady current income as well as long term growth of capital. There can be no assurance that the investment objective of the scheme will be realized. The scheme does not guarantee/ indicate any returns. Investors are required to read all the scheme related information carefully.
The JM Aggressive Hybrid Fund Growth has an AUM of 701.44 crores & has delivered CAGR of 12.44 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 2.93%. The minimum investment in JM Aggressive Hybrid Fund Growth is Rs 1000 and the minimum SIP is Rs 100.
As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.
The fund has a present cash holding of %. The top holdings of the fund include 6.48% Govt Stock 2035, Multi Commodity Exchange Of India, Net Receivable/Payable, Bharti Airtel.
The major sectors where the fund is invested are Regional Banks, Consumer Financial Services, Auto & Truck Manufacturers, Software & Programming.
Some of the similar funds are JM Aggressive Hybrid Fund Growth, Invesco India Aggressive Hybrid FundRegular Growth, Union Aggressive Hybrid Fund Regular Growth, LIC MF Aggressive Hybrid Fund Growth, PGIM India Aggresive Hybrid Equity Fund Growth Option. JM Aggressive Hybrid Fund Growth has a sharpe ratio of 0.70 & a standard deviation of 14.15%.
FAQs
According to the morning star rating JM Aggressive Hybrid Fund Growth has a Medium risk & Exceptional return.
JM Aggressive Hybrid Fund Growth is managed by Satish Ramanathan,Asit Bhandarkar,Ruchi Fozdar,Deepak Gupta.
The expense ratio of JM Aggressive Hybrid Fund Growth is 2.93%.
The 5 year annualized return on JM Aggressive Hybrid Fund Growth is 12.44% & it has generated -4.96% in the last 1 year.
The minimum investment in JM Aggressive Hybrid Fund Growth is 1000 Rs.
JM Aggressive Hybrid Fund Growth has an AUM of 701.44 crores.
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