NAV Growth

Growth of each fund's NAV over the selected period, rebased to 0%

Growth of each fund's NAV over the selected period, rebased to 0%

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Fund Details

Fund Details	JM Aggressive Hybrid Fund - Direct (G)
Fund Type	Hybrid
Risk	Very High
Min SIP Amount	₹100
Min Lumpsum	₹1,000
Expense Ratio	1.16%
NAV	₹143.88 (11 Nov 2026)
Fund Size	₹636.04 Cr
Fund Started	03 Jan 2013
Lock-in Period	No lock-in
Exit Load	1.00%If redeemed / switched out within 60 days from the date of allotment NilIf redeemed/switched out after 60 days from the date of allotment

Returns	JM Aggressive Hybrid Fund - Direct (G)
1M	5.46%
3M	1.01%
6M	5.25%
1Y	2.35%
3Y	12.88%
5Y	12.90%
Since Inception	13.35%

Trailing risk-adjusted performance measures

Risk Ratio	JM Aggressive Hybrid Fund - Direct (G)
Alpha	6.11
Beta	0.80
Sharpe	0.45
Standard Deviation	4.08

Holding Analysis	JM Aggressive Hybrid Fund - Direct (G)
Top 5 Holdings	14.76%
Top 10 Holdings	25.89%
Portfolio Turnover	1.15
Equity	77.76%
Debt	21.10%
Cash	—

Fund Manager	JM Aggressive Hybrid Fund - Direct (G)
Name	, , , ,

About	JM Aggressive Hybrid Fund - Direct (G)
AMC	JM Financial Mutual Fund
Scheme Category	Aggressive Hybrid Fund
Benchmark	CRISIL Hybrid 35+65 - Aggressive Index
Launch Date	01 Jan 2013