JM Aggressive Hybrid Fund - Direct - Growth
Hybrid Scheme by JM Financial Asset Management Limited
3Y Returns (CAGR)
14.38%
Expense Ratio
1.09%
as of 01/07/2026
AUM
₹159.05 Cr
Qtr End: Mar 26
NAV
₹136.897
as of 17/07/2026
3Y Returns (CAGR)
14.38%
Expense Ratio
1.09%
as of 01/07/2026
AUM
₹159.05 Cr
Qtr End: Mar 26
NAV
₹136.897
as of 17/07/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 2.16% | 8.94% | 10.39% |
| 6M | -0.05% | -0.10% | 15.62% |
| 1Y | -2.50% | -2.50% | 12.74% |
| 3Y | 49.65% | 14.38% | 12.64% |
| 5Y | 92.32% | 13.97% | 12.20% |
Scheme Details
- Launch Date
- 01/04/1995
- Fund Age
- 31.3 years
- Minimum Investment
- ₹5,000
- Fund House
- JM Financial Mutual Fund
- Category
- Hybrid Scheme
- Sub-category
- Aggressive Hybrid Fund (Hybrid Scheme)
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