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  • JM Mutual Fund
  • JM Aggressive Hybrid Fund (Growth)

Formerly JM Equity Hybrid Gr

JM Mutual Fund

JM Aggressive Hybrid Fund (Growth)

HybridAggressive Hybrid

108.8103

NAV (Apr 12)

18.4%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in aggressive hybrid mutual funds.

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.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Poor

The performance of the fund on a Fund Size metric has been Poor

Outperformance Consistency

Good

The performance of the fund on a Outperformance Consistency metric has been Good

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

108.8103

NAV (Apr 12)

Fund Returns

Last 1Y
50.6%
Last 3Y
24.1%
Last 5Y
18.4%
Last 10Y
14%
Since Inception
12.7%
6 Month CAGR
22.5%

Scheme Information

Investment Objective

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.

Expense Ratio
2.31
Launched (29y ago)
Apr 01, 1995
AUM in Crores
222.758
ISIN
INF192K01544
Lock-in
No Lock-in
Benchmark
CRISIL Hybrid 35+65 - Agg TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
10.6
Standard Deviation (5yr)
18.6
Beta (3yr)
0.97
Beta (5yr)
1.26
Sharpe Ratio (3yr)
1.452
Sharpe Ratio (5yr)
0.691
YTM
7.34
Fund Managers

Chaitanya Choksi

Fund Manager

Gurvinder Wasan

Fund Manager

Asit Bhandarkar

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
JM Aggressive Hybrid Fund (Growth)70%11,65,208 4,32,59618.4%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2024-04-12

Top Stock Holdings

7.18% govt stock 2037

5.4%
5.4%

treps-triparty repo

5.2%
5.2%

icici bank ltd

5%
5%

larsen & toubro ltd

3.9%
3.9%

bharti airtel ltd

3.6%
3.6%
See all holdings

Allocation by Sector

financial services

16.1%
16.1%

consumer cyclical

15.4%
15.4%

industrials

13.7%
13.7%

technology

8.9%
8.9%

healthcare

6.7%
6.7%
See all sectors

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
ICICI Prudential Equity & Debt Fund (G)
ICICI Prudential Equity & Debt Fund (G)

₹ 33,502 cr

₹ 10,737 cr

₹ 8,943 cr

₹ 3,417 cr

₹ 741 cr

amc-img

About the AMC

JM Financial Asset Management Limited

JM Financial Asset Management Limited manages assets worth 6,229 crores and was set up on 9 June 1994. It's current offering of mutual fund schemes includes 22 equity,70 debt and 15 hybrid funds.amc-img
phone-img022-61987704
Fund NameScripbox Opinion
Till Date CAGR

29%

15%

29%

14.9%

29%

14.9%

29.7%

16.9%

22.6%

9.3%

JM Aggressive Hybrid Fund (G) Review

JM Aggressive Hybrid Fund (G) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 12.7% over a period of 29 years. The fund was previously known as JM Equity Hybrid Gr. The fund is managed by JM Financial Asset Management Limited. The fund managers are Asit Bhandarkar, Chaitanya Choksi, Gurvinder Wasan.

Nav of JM Aggressive Hybrid Fund (G) as of 4/12/2024 is ₹108.81 with the total AUM as of 4/14/2024 is ₹222.758. With Scripbox you can compare and check the latest nav for all mutual funds in India. JM Aggressive Hybrid Fund (G) was launched on Apr 01, 1995. The category risk of the fund is Very High Risk.

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.

Frequently Asked Questions

What is JM Aggressive Hybrid Fund (G)?

JM Aggressive Hybrid Fund (G) is a Aggressive Hybrid Hybrid scheme predominantly investing across Hybrid instruments with an investment objective to generate wealth over the long term.

How to invest in JM Aggressive Hybrid Fund (G)?

You can invest in JM Aggressive Hybrid Fund (G) 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 (G)?

The minimum sip amount for JM Aggressive Hybrid Fund (G) is ₹1000. You can invest in multiples of ₹5000.

Is JM Aggressive Hybrid Fund (G) good to invest in?

As per Scripbox experts, JM Aggressive Hybrid Fund (G) is a Neutral fund. You can investJM Aggressive Hybrid Fund (G) 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 (G)?

The expense ratio of the JM Aggressive Hybrid Fund (G) is 2.31% for regular plan.