- Mutual Funds
- JM Financial Mutual Fund
- JM Aggressive Hybrid Fund (G)
JM Aggressive Hybrid Fund (G)
₹ 113.29
NAV (May 09)
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 | 2.29 % |
Launched 30Y ago | 1995-04-01 |
AUM in Crores | 802 |
ISIN | INF192K01544 |
Lock-in (days) | No Lock-in |
Benchmark | CRISIL Hybrid 35+65 Aggressive Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 12.5 |
Beta | 0.8 |
Sharpe Ratio | 0.9 |
YTM | - |
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 | |
|---|---|---|
₹ 3,363 cr | ||
₹ 57,484 cr | ||
₹ 12,455 cr | ||
₹ 23,850 cr | ||
₹ 5,443 cr |
JM Aggressive Hybrid Fund (G) Review
JM Aggressive Hybrid Fund (G) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 12.39% over 30 years. The fund has grown over a period of 30 years. The fund is managed by JM Financial Mutual Fund. The fund managers are Asit Bhandarkar, Chaitanya Choksi, Gurvinder Singh Wasan, Ruchi Fozdar, Satish Ramanathan.
Nav of JM Aggressive Hybrid Fund (G) as of 5/9/2025 is ₹113.29 with the total AUM as of 5/13/2025 is ₹801.98. With Scripbox you can compare and check the latest nav for all mutual funds in India. JM Aggressive Hybrid Fund (G) was launched on 1995-04-01. The category risk of the fund is Very High.
The minimum SIP amount for JM Aggressive Hybrid Fund (G) 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.