JM Aggressive Hybrid Fund - Direct - Growth
Hybrid Schemes by JM Financial Asset Management Limited
3Y Returns (CAGR)
13.39%
Expense Ratio
1.16%
as of 01/08/2026
AUM
₹151.92 Cr
Qtr End: Jun 26
NAV
₹140.929
as of 02/09/2026
3Y Returns (CAGR)
13.39%
Expense Ratio
1.16%
as of 01/08/2026
AUM
₹151.92 Cr
Qtr End: Jun 26
NAV
₹140.929
as of 02/09/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 8.07% | 36.41% | 9.12% |
| 6M | 7.56% | 15.70% | 14.41% |
| 1Y | 2.67% | 2.67% | 12.69% |
| 3Y | 45.79% | 13.39% | 12.67% |
| 5Y | 85.68% | 13.18% | 12.21% |
Scheme Details
- Launch Date
- 01/04/1995
- Fund Age
- 31.4 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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