Hybrid
●
Aggressive Hybrid
Current NAV
₹117.40
Expense Ratio
2.17%
Min SIP
₹100
Fund Size
₹729Cr
Min Investment
₹1.00K
Lock In
NA
Scheme Information Document
Exit load: 1% on or before 60D, Nil after 60D
Alpha
0.52%
Beta
1.16
Sharpe Ratio
0.355347
Risk
19.20%
Above numbers are based upon past 3 years
Would have become
₹1,49,748.59
(-5.25)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
Asit Bhandarkar
JM Aggressive Hybrid FundTotal assets under management
₹13.57L Crores
Date of incorporation
9 Jun 1994
Ans.
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Ans. The JM Aggressive Hybrid Fund has an AUM of ₹729.07 Cr as on 8/8/2025. The scheme has delivered CAGR returns for the past 3 years against a category average of 13.94%. The risk is Very High against the category average of 47.92.
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 2.17%.