- Mutual Funds
- JM Financial Mutual Fund
- JM Aggressive Hybrid Fund Direct Growth
JM Aggressive Hybrid Fund Direct Plan Growth
₹ 131.46
NAV (Apr 17)
Aggressive Hybrid funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.
Aggressive hybrid funds are primarily equity funds with 20-35% invested in debt.
This makes their performance difficult to assess.
With a high Equity component, the impact of market fluctuations on these funds is also high.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.
Scheme Information
The scheme aims at steady current income as well as long term growth of capital from a balanced portfolio of debt and equity.
Expense Ratio | 0.71 % |
Launched | - |
AUM in Crores | 767.7 |
ISIN | INF192K01BQ9 |
Lock-in (days) | No Lock-in |
Benchmark | CRISIL Hybrid 35+65 Aggressive Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 12.5 |
Beta | 0.8 |
Sharpe Ratio | 1 |
Fund Managers
Asset allocation and Holdings
Top Stock Holdings
Others
5.54%GOI
4.78%HDFC Bank Ltd.
3.32%Varun Beverages Ltd.
2.92%GOI
2.82%
Allocation by Sector
Financial
22.12%Healthcare
10.24%Technology
7.6%Services
6.56%Consumer Staples
4.28%
Comparison with Hybrid Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 3,309 cr | ||
₹ 55,360 cr | ||
₹ 5,670 cr | ||
₹ 23,229 cr | ||
₹ 12,239 cr |
