JM Aggressive Hybrid Fund (Direct) Reinvestment of Income Distribution cum capital W/D

JM Aggressive Hybrid Fund (Direct) Reinvestment of Income Distribution cum capital W/D 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.

1. JM Aggressive Hybrid Fund (Direct) Reinvestment of Income Distribution cum capital W/D has ₹802 Cr worth of assets under management (AUM) as on Mar 2025 and is less than category average.
2. The fund has an expense ratio 0.7.
   

JM Aggressive Hybrid Fund (Direct) Reinvestment of Income Distribution cum capital W/D has given a CAGR return of 14.24% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 6.32%, 25.23% and 29.47% respectively.

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

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 (Direct) Reinvestment of Income Distribution cum capital W/D has no lock in period.