JM Aggressive Hybrid Fund - Direct - Growth
A Hybrid Scheme by JM Financial Asset Management Limited
3Y Returns (CAGR)
14.80%
Expense Ratio
0.87%
as of 01/05/2026
AUM
₹159.05 Cr
Qtr End: Mar 26
NAV
₹130.499
as of 03/06/2026
3Y Returns (CAGR)
14.80%
Expense Ratio
0.87%
as of 01/05/2026
AUM
₹159.05 Cr
Qtr End: Mar 26
NAV
₹130.499
as of 03/06/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -0.40% | -1.57% | 18.28% |
| 6M | -5.82% | -11.31% | 15.56% |
| 1Y | -5.43% | -5.43% | 12.54% |
| 3Y | 51.29% | 14.80% | 12.58% |
| 5Y | 90.61% | 13.77% | 12.16% |
Scheme Details
- Launch Date
- 01/04/1995
- Fund Age
- 31.2 years
- Minimum Investment
- ₹5,000
- Fund House
- JM Financial Mutual Fund
- Category
- Debt Scheme
- Sub-category
- Dynamic Bond (Debt Scheme)
Similar Funds
Top funds in the same category and sub-category.
| Scheme | 3Y CAGR (%) | TER (%) | AUM (Cr) |
|---|---|---|---|
| 360 ONE Dynamic Bond Fund - Direct - Growth | 7.59% | 0.34% | ₹298.52 |
| Mirae Asset Dynamic Bond Fund - Direct - Growth | 7.07% | 0.15% | ₹82.5 |
| ICICI Prudential All Seasons Bond Fund - Direct - Growth | 7.33% | 0.63% | ₹9,108.51 |
| Nippon India Dynamic Bond Fund - Direct - Growth | 6.88% | 0.35% | ₹2,750.8 |
| Aditya Birla Sun Life Dynamic Bond Fund - Direct - Growth | 7.23% | 0.64% | ₹901.96 |
| Axis Dynamic Bond Fund - Direct - Growth | 6.82% | 0.31% | ₹747.44 |
| Mahindra Manulife Dynamic Bond Fund - Direct - Growth | 6.99% | 0.41% | ₹6.85 |