JM Aggressive Hybrid Fund - Direct - Growth
Hybrid Schemes by JM Financial Asset Management Limited
3Y Returns (CAGR)
12.13%
Expense Ratio
1.16%
as of 01/08/2026
AUM
₹151.92 Cr
Qtr End: Jun 26
NAV
₹136.433
as of 16/10/2026
3Y Returns (CAGR)
12.13%
Expense Ratio
1.16%
as of 01/08/2026
AUM
₹151.92 Cr
Qtr End: Jun 26
NAV
₹136.433
as of 16/10/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -0.57% | -2.27% | 10.66% |
| 6M | 1.82% | 3.67% | 10.48% |
| 1Y | -3.38% | -3.38% | 13.03% |
| 3Y | 40.98% | 12.13% | 12.71% |
| 5Y | 76.73% | 12.06% | 12.25% |
Scheme Details
- Launch Date
- 01/04/1995
- Fund Age
- 31.5 years
- Minimum Investment
- ₹1,000
- Fund House
- JM Financial Mutual Fund
- Category
- Hybrid Scheme
- Sub-category
- Aggressive Hybrid Fund (Hybrid Scheme)
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