JM Aggressive Hybrid Fund (Direct) - Growth Option
Hybrid
Direct
Aggressive Allocation
NAV: ₹ 120.94 as on 18-04-2024
Fund Performance
631 people have invested ₹ 32.9L in JM Aggressive Hybrid Fund (Direct) - Growth Option in the last three months
Mutual Fund Insights
In the last 1 year, this fund has outperformed all funds in its category.
Over the last 6 months, this fund has experienced a 199.2% growth in AUM moving from 74.45 Cr to 222.76 Cr.
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.
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%.
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.
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 Gurvinder Wasan, Asit Bhandarkar. This fund gives you the benefit of diversification.
Key Parameters
- 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.
- The fund has an expense ratio 0.3.
JM Aggressive Hybrid Fund (Direct) - Growth Option Overview
 | 0.31% |
 Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
 | ₹223 Cr |
 | 1 January, 2013 |
 | ₹1000/₹100 |
 Exit Load | 1% |
 | No Lock-in |
 TurnOver | 120.84% |
JM Aggressive Hybrid Fund (Direct) - Growth Option Distribution as on (31-Mar-24)
Size breakup
Large cap
37.5%
Mid cap
19.1%
Small cap
18.5%
Sector Allocation
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 Holdings37
Debt Holdings12
Holdings | Weight% | 1M Change | |
|---|---|---|---|
 ICICI Bank Ltd | 4.96% | 57.6% | |
 Larsen & Toubro Ltd | 3.89% | 91.7% | |
 Bharti Airtel Ltd | 3.59% | 100% | |
 Bank of Baroda | 3.34% | 54.9% | |
 Infosys Ltd | 2.96% | 0% |
See all
JM Aggressive Hybrid Fund (Direct) - Growth Option: Monthly Changes Updates
All changes are between Oct'69 and Dec'69
AUM Change
- 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
Peer Analysis
JM Aggressive Hybrid Fund (Direct) - Growth Option Fund Manager
Gurvinder Wasan
Fund Manager of JM Aggressive Hybrid Fund (Direct) - Growth Option, since 1 December 2022
Top funds managed
Asit Bhandarkar
Fund Manager of JM Aggressive Hybrid Fund (Direct) - Growth Option, since 31 December 2021
Top funds managed
JM Aggressive Hybrid Fund (Direct) - Growth Option Highlights
Very High Risk
Investors understand that their principal will be at Very High Risk
About the fund
This fund has delivered an average annual returns of 14.98% since inception which is more than its category average return of 12.57%
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
This fund has AUM of ₹223 Cr which is less than its category average of ₹ 5010 Cr
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 ₹120.94 as on 18-Apr-2024.
Existing (Absolute + CAGR) as on 18-Apr-2024.
JM Aggressive Hybrid Fund (Direct) - Growth Option | Absolute Returns | CAGR Returns |
1 Month Returns | 4.55% | 4.55% |
6 Month Returns | 22.05% | 22.05% |
1 Year Returns | 52.31% | 52.31% |
3 Years Returns | 92.56% | 24.41% |
5 Years Returns | 142.07% | 19.34% |
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 |
Gurvinder Wasan, Asit Bhandarkar 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%