AB
Asit BhandarkarFund Manager Since 31 Dec 2021
AllocationAggressive Allocation
JM Aggressive Hybrid Fund (Direct) - Growth Option
3Y Annualised
20.55%
1.58% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
0.75%
1.58% 1D
Benchmark
Nifty 50 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
3 years 9 months
NIFTY 50
6 years 10 months
FD
9 years 7 months
Fund info
Fund size
₹729.07 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹1000
Exit load
0.01%
Exit Load for Lock-in-Period of 60 days - 1%
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
HSBC Equity Hybrid Fund Direct Growth
7.64%
2nd
HSBC Equity Hybrid Fund - Direct - IDCW ReInvestment
7.64%
3rd
HSBC Equity Hybrid Fund - Direct - IDCW
7.64%
4th
HSBC Equity Hybrid Fund - IDCW ReInvestment
7.51%
5th
HSBC Equity Hybrid Fund - IDCW
7.51%
103rd
JM Aggressive Hybrid Fund (Direct) - Growth Option
0.75%
Fund Managers
CC
Chaitanya ChoksiFund Manager Since 20 Aug 2021
About JM Aggressive Hybrid Fund (Direct) - Growth Option
JM Aggressive Hybrid Fund (Direct) - Growth Option is a Allocation mutual fund scheme from JM Financial Asset Management Limited. This fund has been in existence for 12 years, having been launched on 2013-01-01. JM Aggressive Hybrid Fund (Direct) - Growth Option has ₹729.07 Cr worth of assets under management (AUM) as of Wed Mar 19 2025. The latest Net Asset Value (NAV) of JM Aggressive Hybrid Fund (Direct) - Growth Option as of Tue Mar 18 2025 is ₹126.6649. The fund has an expense ratio of 0.71%, which is medium comparable to most other Allocation funds.
JM Aggressive Hybrid Fund (Direct) - Growth Option returns for the last 1 year are 9.50%. Since launch, it has delivered 14.21% average annual returns.
The JM Aggressive Hybrid Fund (Direct) - Growth Option has the majority of its money invested in Financial Services, Technology, Communication Services, null, Consumer Cyclical sectors.
Top 5 Holdings of JM Aggressive Hybrid Fund (Direct) - Growth Option.
- Bajaj Finance Ltd: 5.85%
- Infosys Ltd: 4.63%
- HDFC Bank Ltd: 3.97%
- ICICI Bank Ltd: 3.97%
- Bharti Airtel Ltd: 3.55%
AMC Information
| Name | JM Financial Asset Management Limited |
|---|---|
| Founding Date | 2013-01-01 |
| investor@jmfl.com | |
| Phone | +91 22 61987777 |
| Website | www.jmfinancialmf.com |
| Address | JM Financial Asset Management Private Limited,502, 5th Floor, A - Wing,,Laxmi Towers, Bandra-Kurla Complex,,Bandra-East |
Tax Implications of JM Aggressive Hybrid Fund (Direct) - Growth Option
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
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FAQs
What is the current NAV of JM Aggressive Hybrid Fund (Direct) - Growth Option?
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How do I invest in JM Aggressive Hybrid Fund (Direct) - Growth Option?
What is the expense ratio of JM Aggressive Hybrid Fund (Direct) - Growth Option?
What are net assets under management (AUM) of JM Aggressive Hybrid Fund (Direct) - Growth Option?
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What are the top 5 holdings of JM Aggressive Hybrid Fund (Direct) - Growth Option?
What are the top 3 sectors that JM Aggressive Hybrid Fund (Direct) - Growth Option has invested in?
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What is the exit load of JM Aggressive Hybrid Fund (Direct) - Growth Option?
How to Redeem JM Aggressive Hybrid Fund (Direct) - Growth Option?
Can I invest in SIP and a Lump Sum of JM Aggressive Hybrid Fund (Direct) - Growth Option?
