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  • JM Financial Mutual Fund
  • JM Aggressive Hybrid Fund (G)
JM Mutual Fund

JM Aggressive Hybrid Fund (G)

HybridAggressive Hybrid

124.4373

NAV (Oct 31)

25.247%
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 ->

Downside Protection Measure

Poor

The performance of the fund on a Downside Protection Measure metric has been Poor

Fund Size

Poor

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

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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

124.4373

NAV (Oct 31)

Fund Returns

Last 1Y
43.7%
Last 3Y
21.3%
Last 5Y
25.2%
Last 10Y
12.9%
Since Inception
13%
6 Month CAGR
9.6%

Scheme Information

Investment Objective

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
2.28%
Launched 29Y ago
1995-04-01
AUM in Crores
642.9
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
11.3
Beta
0.8
Sharpe Ratio
1.4
YTM
-
Fund Managers

Asit Bhandarkar

Fund Manager

Chaitanya Choksi

Fund Manager

Gurvinder Singh Wasan

Fund Manager

Ruchi Fozdar

Fund Manager

Satish Ramanathan

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
JM Aggressive Hybrid Fund (G)70%14,06,599 6,73,98725.2%
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 2024-02-01

Top Stock Holdings

Others

5.54%
5.54%

GOI

4.78%
4.78%

HDFC Bank Ltd.

3.32%
3.32%

Varun Beverages Ltd.

2.92%
2.92%

GOI

2.82%
2.82%
See all holdings

Allocation by Sector

Financial

15.88%
15.88%

Consumer Staples

10.34%
10.34%

Healthcare

9.42%
9.42%

Technology

6.51%
6.51%

Capital Goods

6.39%
6.39%
See all sectors

Comparison with Hybrid Funds

Fund NameFund Size
hdfc
HDFC Hybrid Debt Fund (G)

₹ 3,342 cr

₹ 50,495 cr

₹ 12,689 cr

₹ 24,796 cr

₹ 5,410 cr

amc-img

About the AMC

JM Financial Mutual Fund

JM Financial was established in the year 1993-94. The Company is a part of one of the oldest and reputed financial groups- JM Financial Group. It is sponsored by JM Financial limited.amc-img
phone-img022-33797777 / 1800-103-8345
Fund NameScripbox Opinion
Till Date CAGR

26.3%

15.7%

25.6%

17.1%

21.3%

13%

19.2%

10.1%

5.9%

6.6%

JM Aggressive Hybrid Fund (G) Review

JM Aggressive Hybrid Fund (G) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 12.98% over 29 years. The fund has grown over a period of 29 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 10/31/2024 is ₹124.44 with the total AUM as of 11/4/2024 is ₹642.94. 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.

Frequently Asked Questions

What is JM Aggressive Hybrid Fund (G)?

It 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?

According to Scripbox opinion, it is a 3-star fund. You can invest in this fund if its investment objective and risk level align with your 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 2.28% for regular plan.

What is the NAV of JM Aggressive Hybrid Fund (G)?

Today's JM Aggressive Hybrid Fund (G) NAV is ₹124.44.