JM Aggressive Hybrid Fund
Hybrid
●
Aggressive Hybrid
Fund Details
- Expense Ratio: A charge to the mutual fund for handling your investments. It's a percentage of the fund's assets used for various expenses like administration and management.
- Exit Load : A fee paid to a mutual fund for leaving the investment early before a set period
- Lock In : Withdrawals are not allowed for this period
Current NAV
₹109.89
Expense Ratio
2.34%
Min SIP
₹100
Fund Size
₹735Cr
Min Investment
₹1.00K
Lock In
NA
Scheme Information Document
Exit load: 1% on or before 60D, Nil after 60D
Fund Performance
- Alpha: Excess returns relative to market benchmark,
- Beta : Volatility of the scheme relative to its market benchmark
- Sharpe Ratio : Risk-adjusted returns
- Risk : Volatility of the fund
Alpha
0.15%
Beta
1.27
Sharpe Ratio
0.230183
Risk
16.22%
Above numbers are based upon past 3 years
Returns Calculator
Would have become
₹1,49,748.59
(-3.42)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
- Kotak Aggressive Hybrid Fund
- HDFC Hybrid Equity Fund
- SBI Equity Hybrid Fund
- JM Aggressive Hybrid Fund
- Aditya Birla Sun Life Equity Hybrid ''95 Fund
- Union Aggressive Hybrid Fund
- Groww Aggressive Hybrid Fund
- Shriram Aggressive Hybrid Fund
- Edelweiss Aggressive Hybrid Fund
- Canara Robeco Equity Hybrid Fund
- Bank of India Mid & Small Cap Equity & Debt Fund
- Mirae Asset Aggressive Hybrid Fund
- Axis Aggressive Hybrid Fund
- HSBC Aggressive Hybrid Fund
- Quant Aggressive Hybrid Fund
- Sundaram Aggressive Hybrid Fund
- Mahindra Manulife Aggressive Hybrid Fund
- Bandhan Aggressive Hybrid Fund
- Invesco India Aggressive Hybrid Fund
- DSP Aggressive Hybrid Fund
- Tata Aggressive Hybrid Fund
- PGIM India Aggressive Hybrid Equity Fund
- LIC MF Aggressive Hybrid Fund
- Navi Aggressive Hybrid Fund
- Franklin India Aggressive Hybrid Fund
- UTI Aggressive Hybrid Fund
- ICICI Prudential Equity & Debt Fund
- Baroda BNP Paribas Aggressive Hybrid Fund
- Nippon India Aggressive Hybrid Fund
Asit Bhandarkar
JM Financial Mutual FundTotal assets under management
₹13.57L Crores
Date of incorporation
9 Jun 1994
JM Aggressive Hybrid Fund FAQs
Ans.
- Open the Rupeezy app.
- If you're on the Stocks or F&O screen, switch to the Mutual Funds section.
- Tap on Explore to browse available mutual fund schemes.
- Select the JM Aggressive Hybrid Fund (or any fund you want to invest in).
- Choose your investment mode: Lumpsum or SIP.
- Enter the investment amount.
- Complete the payment using UPI, Net Banking, or other available options.
Ans. The JM Aggressive Hybrid Fund has an AUM of ₹735.49 Cr as on 3/25/2026. The scheme has delivered CAGR returns for the past 3 years against a category average of 13.37%. The risk is Very High against the category average of 45.73.
Ans. Mutual fund taxation depends on the scheme type and investment holding period.
Taxation on hybrid funds: If equity allocation is 65% or above: STCG of 20% is applicable if units are sold within one year of purchase. For units sold after one year of purchase, LTCG of 12.5% is levied on gains above ₹1.25 lakhs in a financial year.
If debt allocation in a hybrid fund is 65% or more, gains are added to income and taxed as per slab rate irrespective of the holding period.
Ans. There is no lock-in period applicable on JM Aggressive Hybrid Fund.
Ans. The expense ratio of JM Aggressive Hybrid Fund is 2.34%.