- Mutual Funds
- JM Financial Mutual Fund
- JM Aggressive Hybrid Fund (PIDCW-A)
JM Aggressive Hybrid Fund (PIDCW-A)
₹ 35.3778
NAV (Oct 03)
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.
Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 35.3778
NAV (Oct 3)
Fund Returns
Last 1Y | 47.2% |
Last 3Y | 22.7% |
Last 5Y | 26.6% |
Last 10Y | 13.4% |
Since Inception | 13.2% |
6 Month CAGR | 20.6% |
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 | 2.35 |
Launched (0y ago) | 2.35 |
AUM in Crores | 578.1 |
ISIN | INF192K01HF9 |
Lock-in | - |
Benchmark | CRISIL Hybrid 35+65 Aggressive Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 11.3 |
Beta | 0.8 |
Sharpe Ratio | 1.6 |
YTM | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| JM Aggressive Hybrid Fund (PIDCW-A) | 14,61,400 | 7,28,788 | 26.6% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
Others
5.5%GOI
4.8%HDFC Bank Ltd.
3.3%Varun Beverages Ltd.
2.9%GOI
2.8%Allocation by Sector
Financial
11.92%Services
8.5%Capital Goods
8.28%Healthcare
7.11%Consumer Staples
6.89%Comparison with Hybrid Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 48,201 cr | ||
₹ 3,347 cr | ||
₹ 5,088 cr | ||
₹ 24,644 cr | ||
₹ 12,399 cr |
About the AMC
JM Financial Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
28.411% | 16.08% | ||
29.023% | 17.433% | ||
22.736% | 13.16% | ||
22.479% | 10.573% | ||
6.006% | 6.65% |
JM Aggressive Hybrid Fund (PIDCW-A) Review
JM Aggressive Hybrid Fund (PIDCW-A) is a Hybrid Hybrid fund and has delivered an annualised return of 13.16% over a period of NaN years. The fund is managed by JM Financial Mutual Fund. The fund managers are Asit Bhandarkar, Chaitanya Choksi, Gurvinder Singh Wasan.
Nav of JM Aggressive Hybrid Fund (PIDCW-A) as of 10/3/2024 is ₹35.38 with the total AUM as of 10/4/2024 is ₹578.067623. With Scripbox you can compare and check the latest nav for all mutual funds in India. JM Aggressive Hybrid Fund (PIDCW-A) was launched on . The category risk of the fund is Average.
The minimum SIP amount for JM Aggressive Hybrid Fund (PIDCW-A) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Frequently Asked Questions
What is JM Aggressive Hybrid Fund (PIDCW-A)?
How to invest in JM Aggressive Hybrid Fund (PIDCW-A)?
You can invest in JM Aggressive Hybrid Fund (PIDCW-A) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of JM Aggressive Hybrid Fund (PIDCW-A)?
The minimum sip amount for JM Aggressive Hybrid Fund (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is JM Aggressive Hybrid Fund (PIDCW-A) good to invest in?
As per Scripbox experts, JM Aggressive Hybrid Fund (PIDCW-A) is a 3 fund. You can investJM Aggressive Hybrid Fund (PIDCW-A) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the JM Aggressive Hybrid Fund (PIDCW-A)?
The expense ratio of the JM Aggressive Hybrid Fund (PIDCW-A) is 2.35% for regular plan.