JM Aggressive Hybrid Fund Annual Reinvestment of Income Distribution cum capital W/D

JM Aggressive Hybrid Fund Annual Reinvestment of Income Distribution cum capital W/D is a hybrid fund. This fund was started on 18 September, 2014. The fund is managed by Asit Bhandarkar. This fund gives you the benefit of diversification.

1. JM Aggressive Hybrid Fund Annual Reinvestment of Income Distribution cum capital W/D has ₹862 Cr worth of assets under management (AUM) as on Jul 2025 and is more than category average.
2. The fund has an expense ratio 2.2.
   

JM Aggressive Hybrid Fund Annual Reinvestment of Income Distribution cum capital W/D has given a CAGR return of 11.34% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of -2.33%, 24.10% and 22.80% respectively.

JM Aggressive Hybrid Fund Annual Reinvestment of Income Distribution cum capital W/D has allocated its funds majorly in Government, Corporate, Financial Services, Tech, Industrial, Consumer Cyclical, Basic Materials, Cash Equivalent, Communication, Consumer Defensive, Health.

As it is a aggressive allocation mutual fund the taxation is as follows:
If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Long term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).

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.

Minimum investment for lump sum payment is INR 1000.00 and for SIP is INR 100.00. JM Aggressive Hybrid Fund Annual Reinvestment of Income Distribution cum capital W/D has no lock in period.