AB
Asit BhandarkarLead
Since Dec 2021
AUM managed
₹11,138.35Cr
Tenure
Since Dec 2021
Funds
11
JM Aggressive Hybrid Gr
Aggressive Hybrid FundJM Financial Mutual Fund
NAV
₹116.81
+0.30% today
AUM
₹699.77 Cr
Fund size
Expense
2.58%
Regular plan
Min SIP
₹100
per month
Min Lumpsum
₹1,000
one-time
Exit Load
1.0
on redemption
Fund snapshot
Category rank#13 of 29
Risk-o-meterVery High Risk
BenchmarkCRISIL Hybrid 35+65 - Agg TR INR (100%)
Number of holdings53
Inception01 Apr 1995
Exit load1.0
Risk metrics
Alpha1.64
Beta1.17
Sharpe ratio0.46
Standard deviation13.70%
Sortino ratio0.71
Capital gains tax
Hybrid
STCG · short-term
20%Short-term gains taxed at 20%
Equity-oriented hybrid fund gains apply when units are sold within 12 months.
LTCG · long-term
12.5%Long-term gains taxed at 12.5%
Equity-oriented hybrid fund gains apply when units are sold after 12 months.
Hybrid fund taxation depends on equity orientation and holding period; this scheme is treated as equity-oriented.
Fund managers
SR
Since Oct 2024
AUM managed
₹10,673.88Cr
Tenure
Since Oct 2024
Funds
10
RF
Since Oct 2024
AUM managed
₹13,248.99Cr
Tenure
Since Oct 2024
Funds
16
DG
Since Apr 2025
AUM managed
₹11,138.35Cr
Tenure
Since Apr 2025
Funds
11
About JM Aggressive Hybrid Gr
JM Aggressive Hybrid Gr is an open-ended Aggressive Hybrid Fund mutual fund scheme offered by JM Financial Mutual Fund under the regular plan with the growth option. Its latest net asset value (NAV) is ₹116.81 per unit and the scheme manages ₹699.77 Cr in assets under management. The fund charges an expense ratio of 2.58% and is benchmarked against CRISIL Hybrid 35+65 - Agg TR INR (100%). Over the trailing 5 years, JM Aggressive Hybrid Gr has delivered +10.31% returns. SEBI's riskometer places this scheme in the Very High Risk category, so read the scheme information document before investing.
Investment objective
The investment objective of the Scheme is to provide steady current income as well as long term growth of capital. There can be no assurance that the investment objective of the scheme will be realized. The scheme does not guarantee/ indicate any returns. Investors are required to read all the scheme related information carefully.
Regular Plan · Growth option · NAV as of 15 Oct 2026
JM Aggressive Hybrid Gr returns
| Period | Fund | Category average |
|---|---|---|
| 1 month | -1.20% | -2.82% |
| 3 months | -0.89% | -2.90% |
| 6 months | +1.63% | +1.15% |
| 1 year | -4.80% | -1.94% |
| 3 years | +9.44% | +9.21% |
| 5 years | +10.31% | +7.99% |
Rolling returns
| Period | Fund | Category average |
|---|---|---|
| 1 month | -- | -4.36% |
| 3 months | +7.56% | -1.91% |
| 6 months | +5.13% | +7.69% |
| 1 year | +3.77% | -0.02% |
| 3 years | +41.44% | +28.43% |
| 5 years | +83.07% | +46.61% |
Past performance is not indicative of future returns. Mutual fund investments are subject to market risks; read all scheme related documents carefully.
JM Aggressive Hybrid Gr — frequently asked questions
What is the NAV of JM Aggressive Hybrid Gr?
The latest net asset value (NAV) of JM Aggressive Hybrid Gr is ₹116.81 per unit, +0.30% over the previous trading day. NAV is declared by the AMC at the end of every business day.
What returns has JM Aggressive Hybrid Gr delivered?
JM Aggressive Hybrid Gr has returned +10.31% over the trailing 5 years (1 year: -4.80%, 3 years: +9.44%). Returns beyond one year are annualised. Past performance does not guarantee future returns.
What is the expense ratio of JM Aggressive Hybrid Gr?
JM Aggressive Hybrid Gr charges an expense ratio of 2.58% per annum. The expense ratio is deducted from the scheme's assets, so the NAV you see is already net of it.
How risky is JM Aggressive Hybrid Gr?
SEBI's riskometer classifies JM Aggressive Hybrid Gr as Very High Risk, which is typical for a Aggressive Hybrid Fund scheme. Match the scheme's risk level to your own risk tolerance and investment horizon before investing.
What is the minimum investment in JM Aggressive Hybrid Gr?
You can start a SIP in JM Aggressive Hybrid Gr from ₹100 per month, and the minimum lumpsum investment is ₹1,000.
Who manages JM Aggressive Hybrid Gr?
JM Aggressive Hybrid Gr is managed by JM Financial Mutual Fund, holds ₹699.77 Cr in assets under management and invests across 53 holdings. This page covers the regular plan with the growth option.
Scheme identifiers
- Fund house
- JM Financial Mutual Fund
- Scheme category
- Hybrid
- Scheme sub-category
- Aggressive Hybrid Fund
- Plan
- Regular plan
- Option
- Growth
- ISIN
- INF192K01544
- Scheme code
- FSGBR071OC