JM Aggressive Hybrid Fund Direct Growth
Get the latest NAV of JM Aggressive Hybrid Fund Direct Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹132.37
▲3.1%1D
NAV as on 13 May 2025
14.48%/per year
Since Inception
▲▼
5427 people have invested ₹ 2.3Cr in JM Aggressive Hybrid Fund Direct Growth in the last three months
Fund Performance
as on (13-May-25)
Peer comparison
JM Aggressive Hybrid Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
JM Aggressive Hybrid Fund Asset Allocation
See fund asset allocation details as on (15-Apr-25)
Fund Distribution
as on (15-Apr-25)
Equity 74.2%
Debt & Cash 25.8%
JM Aggressive Hybrid Fund Sector Allocation
See fund sector allocation details as on (15-Apr-25)
Sector Allocation
Equity 74.2%
Debt & Cash 25.8%
Top 3 Sectors in March were Government, Financial Services & Corporate
Government
43%
Corporate
37%
Financial Services
31%
Government
34%
Financial Services
33%
Corporate
29%
JM Aggressive Hybrid Fund Holdings Details
as on (30-Apr-25)
Equity
Debt & Cash
JM Aggressive Hybrid Fund Direct Growth Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.68% |
Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
| AUM | ₹802 Cr |
| Inception Date | 1 January, 2013 |
| Min Lumpsum/SIP | ₹1000/₹100 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 130.82% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   Very High Risk |
About JM Aggressive Hybrid Fund
JM Aggressive Hybrid Fund Direct Growth is a hybrid fund. This fund was started on 1 January, 2013. The fund is managed by Asit Bhandarkar. This fund gives you the benefit of diversification.
Key Parameters
- JM Aggressive Hybrid Fund Direct Growth has ₹802 Cr worth of assets under management (AUM) as on Mar 2025 and is less than category average.
- The fund has an expense ratio 0.7.
Returns
JM Aggressive Hybrid Fund Direct Growth has given a CAGR return of 14.48% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 6.31%, 25.23% and 29.47% respectively.
Holdings
JM Aggressive Hybrid Fund Direct Growth has allocated its funds majorly in Government, Corporate, Financial Services, Cash Equivalent, Health, Tech, Consumer Cyclical, Basic Materials, Consumer Defensive, Communication, Utilities, Industrial.
Taxation
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 benefitLong term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).
Investment objective of JM Aggressive Hybrid Fund Direct Growth
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 and lockin period
Minimum investment for lump sum payment is INR 1000.00 and for SIP is INR 100.00. JM Aggressive Hybrid Fund Direct Growth has no lock in period.
Fund Manager
Asit Bhandarkar
Fund Manager of JM Aggressive Hybrid Fund Direct Growth, since 31 December 2021
- AUM of the fund stands at 767.7 Cr as of Mar'25
- AUM increased by 38.6 Cr between Mar'25 and Feb'25
More funds from JM Financial
5Y CAGR
▲ 5.38
Frequently Asked Questions for JM Aggressive Hybrid Fund Direct Growth
What is the current NAV of JM Aggressive Hybrid Fund Direct Growth?
What are the average returns of JM Aggressive Hybrid Fund Direct Growth?
JM Aggressive Hybrid Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 4.38% | 4.38% |
6 Month Returns | -4.2% | -4.2% |
1 Year Returns | 6.31% | 6.31% |
3 Years Returns | 96.39% | 25.23% |
How do I invest in JM Aggressive Hybrid Fund Direct Growth?
- 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.
What is the expense ratio of JM Aggressive Hybrid Fund Direct Growth?
What is net assets under management (AUM) of JM Aggressive Hybrid Fund Direct Growth?
What are the top 5 holdings of JM Aggressive Hybrid Fund Direct Growth?
What are the top 3 sectors that this JM Aggressive Hybrid Fund Direct Growth has invested in?
What is the credit rating breakup of JM Aggressive Hybrid Fund Direct Growth?
AAA | 99.33 |
AA | 0.67 |