- Mutual Funds
- JM Mutual Fund
- JM Aggressive Hybrid Fund ital W D (PIDCW-M)
Formerly JM Equity Hybrid Mn IDCW-P
JM Aggressive Hybrid Fund ital W D (PIDCW-M)
₹ 66.3744
NAV (Nov 28)
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
₹ 66.3744
NAV (Nov 28)
Fund Returns
Last 1Y | 25.6% |
Last 3Y | 20.5% |
Last 5Y | 15.1% |
Last 10Y | NA |
Since Inception | 11% |
6 Month CAGR | 23.5% |
Scheme Information
To provide steady current income as well as long term growth of capital.
Expense Ratio | 2.4 |
Launched (9y ago) | Dec 15, 2014 |
AUM in Crores | 93.178 |
ISIN | INF192K01HL7 |
Lock-in | No Lock-in |
Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 12.6 |
Standard Deviation (5yr) | 18.2 |
Beta (3yr) | 1.13 |
Beta (5yr) | 1.23 |
Sharpe Ratio (3yr) | 1.339 |
Sharpe Ratio (5yr) | 0.537 |
YTM | 7.21 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| JM Aggressive Hybrid Fund ital W D (PIDCW-M) | 10,67,286 | 3,34,674 | 15.1% | |
| 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
treps-triparty repo
17.6%net current assets
5.7%07.37 goi 2028
5.4%tata motors ltd class a
3.6%itc ltd
3.4%Allocation by Sector
financial services
16.5%consumer cyclical
15.1%industrials
8.7%basic materials
5.9%consumer defensive
5.8%Comparison with Hybrid Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 26,182 cr | ||
₹ 9,338 cr | ||
₹ 7,605 cr | ||
₹ 2,920 cr | ||
₹ 656 cr |
About the AMC
JM Financial Asset Management Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
25.4% | 13.8% | ||
27.4% | 16.4% | ||
20.5% | 12.2% | ||
20.5% | 11.1% | ||
20.5% | 11% |
JM Aggressive Hybrid Fund ital W D (PIDCW-M) Review
JM Aggressive Hybrid Fund ital W D (PIDCW-M) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 11% over a period of 8 years. The fund was previously known as JM Equity Hybrid Mn IDCW-P. 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 ital W D (PIDCW-M) as of 11/28/2023 is ₹66.37 with the total AUM as of 11/29/2023 is ₹93.178. With Scripbox you can compare and check the latest nav for all mutual funds in India. JM Aggressive Hybrid Fund ital W D (PIDCW-M) 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-M) 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 ital W D (PIDCW-M)?
How to invest in JM Aggressive Hybrid Fund ital W D (PIDCW-M)?
You can invest in JM Aggressive Hybrid Fund ital W D (PIDCW-M) 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-M)?
The minimum sip amount for JM Aggressive Hybrid Fund ital W D (PIDCW-M) is ₹1000. You can invest in multiples of ₹5000.
Is JM Aggressive Hybrid Fund ital W D (PIDCW-M) good to invest in?
As per Scripbox experts, JM Aggressive Hybrid Fund ital W D (PIDCW-M) is a Neutral fund. You can investJM Aggressive Hybrid Fund ital W D (PIDCW-M) 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-M)?
The expense ratio of the JM Aggressive Hybrid Fund ital W D (PIDCW-M) is 2.4% for regular plan.