JM Aggressive Hybrid Fund - Direct - Growth
A Hybrid Scheme by JM Financial Asset Management Limited
3Y Returns (CAGR)
19.60%
Expense Ratio
0.78%
as of 01/02/2026
AUM
₹164.03 Cr
Qtr End: Dec 25
NAV
₹132.733
as of 02/03/2026
3Y Returns (CAGR)
19.60%
Expense Ratio
0.78%
as of 01/02/2026
AUM
₹164.03 Cr
Qtr End: Dec 25
NAV
₹132.733
as of 02/03/2026
Historical Performance
Investment growth and SIP performance over time.
Lump Sum mode selected.
₹
Total Invested₹10.0k
Current Value₹16.5k
Abs. Returns64.9%
CAGR18.2%
Growth of ₹10.0k
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Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -4.43% | -16.57% | 11.94% |
| 6M | -2.97% | -5.85% | 10.18% |
| 1Y | 5.82% | 5.82% | 11.26% |
| 3Y | 71.09% | 19.60% | 11.53% |
| 5Y | 109.33% | 15.92% | 11.83% |
Scheme Details
- Launch Date
- 01/04/1995
- Fund Age
- 30.9 years
- Minimum Investment
- ₹5,000
- Fund House
- JM Financial Mutual Fund
- Category
- Hybrid Scheme
- Sub-category
- Aggressive Hybrid Fund (Hybrid Scheme)
Similar Funds
Top funds in the same category and sub-category.
| Scheme | 3Y CAGR (%) | TER (%) | AUM (Cr) |
|---|---|---|---|
| DSP Aggressive Hybrid Fund - Direct - Growth | 17.65% | 0.68% | ₹1,025.69 |
| WhiteOak Capital Balanced Hybrid Fund - Direct - Growth | - | 0.57% | ₹34.55 |
| Canara Robeco Equity Hybrid Fund - Direct - Growth | 15.89% | 0.60% | ₹984.69 |
| 360 ONE Balanced Hybrid Fund - Direct - Growth | - | 0.45% | ₹456 |
| Navi Aggressive Hybrid Fund - Direct - Growth | 15.12% | 0.54% | ₹22.66 |
| Aditya Birla Sun Life Equity Hybrid '95 Fund - Direct - Growth | 15.60% | 1.10% | ₹956.55 |
| Sundaram Aggressive Hybrid Fund - Direct - Growth | 14.89% | 0.74% | ₹238.35 |