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  • JM Mutual Fund
  • JM Aggressive Hybrid Fund ital W D (PIDCW-6M)

Formerly JM Equity Hybrid HY IDCW-P

JM Mutual Fund

JM Aggressive Hybrid Fund ital W D (PIDCW-6M)

HybridAggressive Hybrid

91.582

NAV (Jul 16)

24%
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.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

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

91.741

NAV (Jul 15)

Fund Returns

Last 1Y
54.8%
Last 3Y
25%
Last 5Y
25.2%
Last 10Y
13.7%
Since Inception
13.1%
6 Month CAGR
23.4%

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
2.35
Launched (10y ago)
Dec 15, 2014
AUM in Crores
305.668
ISIN
INF192K01HD4
Lock-in
No Lock-in
Benchmark
CRISIL Hybrid 35+65 - Agg TR INR
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
11.3
Standard Deviation (5yr)
18.1
Beta (3yr)
1.01
Beta (5yr)
1.24
Sharpe Ratio (3yr)
1.562
Sharpe Ratio (5yr)
0.993
YTM
7.29
Fund Managers

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 ital W D (PIDCW-6M)70%13,58,360 6,25,74824%
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 2024-07-16

Top Stock Holdings

See all holdings

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
Edelweiss Balanced Advantage Fund (G)
Edelweiss Balanced Advantage Fund (G)

₹ 11,281 cr

₹ 35,122 cr

₹ 9,275 cr

₹ 2,114 cr

₹ 2,400 cr

amc-img

About the AMC

JM Financial Asset Management Limited

JM Financial Asset Management Limited manages assets worth 7,701 crores and was set up on 9 June 1994. It's current offering of mutual fund schemes includes 22 equity,71 debt and 15 hybrid funds.amc-img
phone-img022-61987704
Fund NameScripbox Opinion
Till Date CAGR

32.4%

16.1%

32.4%

15.9%

32.4%

15.9%

32%

17.5%

25.2%

10.3%

JM Aggressive Hybrid Fund ital W D (PIDCW-6M) Review

JM Aggressive Hybrid Fund ital W D (PIDCW-6M) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 14% over a period of 9 years. The fund was previously known as JM Equity Hybrid HY IDCW-P. The fund is managed by JM Financial Asset Management Limited. The fund manager’s name is null.

Nav of JM Aggressive Hybrid Fund ital W D (PIDCW-6M) as of 7/16/2024 is ₹91.58 with the total AUM as of 7/18/2024 is ₹305.668. With Scripbox you can compare and check the latest nav for all mutual funds in India. JM Aggressive Hybrid Fund ital W D (PIDCW-6M) was launched on Dec 15, 2014. The category risk of the fund is Very High Risk.

The minimum SIP amount for JM Aggressive Hybrid Fund ital W D (PIDCW-6M) is ₹0 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 ital W D (PIDCW-6M)?

JM Aggressive Hybrid Fund ital W D (PIDCW-6M) 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 ital W D (PIDCW-6M)?

You can invest in JM Aggressive Hybrid Fund ital W D (PIDCW-6M) 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 ital W D (PIDCW-6M)?

The minimum sip amount for JM Aggressive Hybrid Fund ital W D (PIDCW-6M) is ₹0. You can invest in multiples of ₹5000.

Is JM Aggressive Hybrid Fund ital W D (PIDCW-6M) good to invest in?

As per Scripbox experts, JM Aggressive Hybrid Fund ital W D (PIDCW-6M) is a Neutral fund. You can investJM Aggressive Hybrid Fund ital W D (PIDCW-6M) 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 ital W D (PIDCW-6M)?

The expense ratio of the JM Aggressive Hybrid Fund ital W D (PIDCW-6M) is 2.35% for regular plan.