JM Aggressive Hybrid Fund (Direct) - Growth Option

JM Aggressive Hybrid Fund (Direct) - Growth Option

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Hybrid
Direct
Aggressive Allocation
NAV: ₹ 120.57 as on 16-04-2024
Fund Performance
zero opening, trading, fund transfer fee
631 people have invested ₹ 33.1L in JM Aggressive Hybrid Fund (Direct) - Growth Option in the last three months

Mutual Fund Insights

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In the last 3 years, ICICI Prudential Equity & Debt Fund Direct Plan Growth has given 26.23% return, outperforming this fund by 1.94% per annum.
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In the last 5 years, Quant Absolute Fund Growth Option Direct Plan has given 25.29% return, outperforming this fund by 6.17% per annum.
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Over the last 6 months, this fund has experienced a 199.2% growth in AUM moving from 74.45 Cr to 222.76 Cr.
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In the last 1 year, this fund has outperformed all funds in its category.
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This fund has one of the lowest expense ratio in the category (aggressive allocation). Its expense ratio is 0.31% which is lower than the category average expense ratio of 1.26%.

About the JM Aggressive Hybrid Fund (Direct) - Growth Option

JM Aggressive Hybrid Fund (Direct) - Growth Option is a hybrid fund. This fund was started on 1 January, 2013. The fund is managed by Asit Bhandarkar, Gurvinder Wasan. This fund gives you the benefit of diversification.

Key Parameters

  1. JM Aggressive Hybrid Fund (Direct) - Growth Option has ₹223 Cr worth of assets under management (AUM) as on Mar 2024 and is less than category average.
  2. The fund has an expense ratio 0.3.

JM Aggressive Hybrid Fund (Direct) - Growth Option Overview

Expense ratio
Expense ratio
0.31%
Benchmark
Benchmark
CRISIL Hybrid 35+65 - Agg TR INR
AUM
AUM
₹223 Cr
Inception Date
Inception Date
1 January, 2013
Min Lumpsum/SIP
Min Lumpsum/SIP
₹1000/₹100
Exit Load
Exit Load
1%
Lock In
Lock In
No Lock-in
TurnOver
TurnOver
120.84%

JM Aggressive Hybrid Fund (Direct) - Growth Option Distribution as on (31-Mar-24)

  • Equity 75.1%

  • Debt & Cash 24.9%

Size breakup

Large cap
37.5%
Mid cap
19.1%
Small cap
18.5%
Sector Allocation

Mar'24

Feb'24

Jan'24

Financial Services
21.5%
Consumer Cyclical
20.5%
Industrial
18.3%
Tech
11.9%
Health
8.9%
Communication
6.1%
Consumer Defensive
4.6%
Real Estate
3%
Energy
2.4%
Utilities
1.6%
Basic Materials
1.3%

Top Holdings of JM Aggressive Hybrid Fund (Direct) - Growth Option as on (31-Mar-24)

  • Equity

  • Debt & Cash

Equity Holdings37
Debt Holdings12

JM Aggressive Hybrid Fund (Direct) - Growth Option: Monthly Changes Updates

All changes are between Oct'69 and Dec'69
AUM Change
Parameters
Mar'24
Feb'24
Jan'24
AUM
₹ 202.4 Cr
₹ 202.4 Cr
₹ 167.4 Cr
  • AUM of the fund stands at 202.4 Cr as of Mar'24
  • AUM has remained same between Mar'24 and Feb'24
Fund Portfolio Changes

JM Aggressive Hybrid Fund (Direct) - Growth Option Fund Manager

Asit Bhandarkar
Asit Bhandarkar
Fund Manager of JM Aggressive Hybrid Fund (Direct) - Growth Option, since 31 December 2021
Gurvinder Wasan
Gurvinder Wasan
Fund Manager of JM Aggressive Hybrid Fund (Direct) - Growth Option, since 1 December 2022

JM Aggressive Hybrid Fund (Direct) - Growth Option Highlights

Risk meter
pointer

Very High Risk

Investors understand that their principal will be at Very High Risk
About the fund

About the fund

This fund has delivered an average annual returns of 14.96% since inception which is more than its category average return of 12.57%
Fund Allocations

Fund Allocations

This fund has an allocation of 75.11% in Equity, 19.48% in Debt and 5.42% in Cash related instruments
AUM size ₹223 Cr

AUM size ₹223 Cr

This fund has AUM of ₹223 Cr which is less than its category average of ₹ 5008 Cr
Expense Ratio 0.31%

Expense Ratio 0.31%

This fund has an expense ratio of 0.31% which is less than its category average expense ratio of 1.5%

Frequently Asked Questions

The current NAV of JM Aggressive Hybrid Fund (Direct) - Growth Option is ₹120.57 as on 16-Apr-2024.
Existing (Absolute + CAGR) as on 16-Apr-2024.
JM Aggressive Hybrid Fund (Direct) - Growth Option
Absolute Returns
CAGR Returns
1 Month Returns
4.64%
4.64%
6 Month Returns
21.39%
21.39%
1 Year Returns
51.75%
51.75%
3 Years Returns
91.97%
24.28%
5 Years Returns
139.81%
19.12%
With INDmoney, the process of investing is very simple and involves zero commission.
  • Click Buy on the fund name.
  • Input the amount you are looking to invest.
  • Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
  • Select your bank account and proceed with Payment.
0.31% as on March 2024
₹223 Cr as on March 2024
7.18% Govt Stock 2037(5.43%), ICICI Bank Ltd(4.96%), Larsen & Toubro Ltd(3.89%), Bharti Airtel Ltd(3.59%), Bank of Baroda(3.34%) as on March 2024
Financial Services(16.15%), Consumer Cyclical(15.38%), Industrial(13.74%) as on March 2024
AAA
100
Asit Bhandarkar, Gurvinder Wasan are the fund managers of JM Aggressive Hybrid Fund (Direct) - Growth Option
The Exit load of JM Aggressive Hybrid Fund (Direct) - Growth Option is 1%