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Mutual FundsJM Aggressive Hybrid Fund Direct - GrowthJ
JM Aggressive Hybrid Fund Direct - Growth
95.43%
5 Year Absolute Returns4Morning Star
4Value Research
J
JM Aggressive Hybrid Fund Direct - Growth
95.43%5 Year Absolute Returns
5 Year Absolute Returnsas on 08 Jul 2026
4Morning Star
4Value Research
JM Aggressive Hybrid Fund Direct - Growth is a Hybrid mutual fund scheme launched on 01 Jan 2013. Investors can begin their investment journey with a minimum SIP of ₹100 or a lumpsum investment of ₹1,000. The fund manages total assets worth ₹691.85 crores, and the current NAV stands at ₹134.2908 as of 08 Jul 2026. The fund has delivered absolute returns of -4.08% in the past 1 year. For the last 3 years the fund has delivered a CAGR of 15.07%. For 5 years it has given a CAGR of 14.34%. The expense ratio of the fund is 0.74%.
NAV ₹ 134.2908 (-1.52%)
CAGR 14.34%
NAV
NIFTY50
NAV
NIFTY50
Returns Calculator
basis annualised returns
Investment Type
SIP Amount
Investment Period
5Y
₹ 32.73 L
3.50%
₹ 36.98 L
8.00%
₹ 44.02 L
14.34%
Savings Account
Regular Funds
This Fund on Dhan
Total Investment
₹ 30,00,000
Returns
₹ 14,01,737 (14.34%)
Maturity Value
₹ 44,01,737
Disclaimer: Fixed deposits offer guaranteed returns. Mutual fund investments carry market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns.
Direct vs Regular Returns
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Returns vs Category
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*The above returns are absolute
Returns Vs Nifty 50
Historical Returns
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Start SIP with as Low as ₹100.
Historical NAV
Sorry, No Data Available at this Moment!
Asset Allocation
AUM
₹ 691.85 Cr
Cash Holding
-
Equity
-
Cash
-
Debt
-
Other
-
Asset Allocation
AUM
₹691.85 Cr
Cash Holding
-
Equity
-
Cash
-
Debt
-
Other
-
Sector Holdings
Sorry, No Data Available at this Moment!
Stock Holdings
Sorry, No Data Available at this Moment!
Fund Comparison
Fund Details
52W High NAV
₹ NaN
Min. SIP Amount
₹ 100.00
Min. Lumpsum Amount
₹ 1,000.00
AUM (in Cr.)
₹ 691.85
Expense Ratio
0.74%
Lock-in Period
No Lock in Period
52W Low NAV
₹ NaN
Inception Date
01 Jan 2013
Fund Age
13 Yrs
Benchmark
CRISIL Hybrid 35+65 - Aggressive index
Scheme Type
Open Ended
Stamp Duty
0.005% (from July 1st 2020)
Exit Load
- Exit load of 1%, if redeemed within 60 days.
Tax Implication
- If you redeem within 1 year, STCG are taxed at 20%; If you redeem after 1 year, and returns exceed ₹1.25 Lakhs in a financial year, LTCG are taxed at 12.5%
Fund Managers
| Name | Qualification |
|---|---|
| Satish Ramanathan | B.Tech, MBA from USA and CFA Holder. |
| Asit Bhandarkar | B.Com., MMS |
| Chaitanya Choksi | MMS(Finance), CFA |
| Ruchi Fozdar | BSC - Organic chemistry & PGDBM Finance |
| Deepak Chandra Gupta | Chartered Accountant and Masters of Commerce from Mumbai University |
Fund 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.
Risk-O-Meter
Investors understand that their principal will be at
Very High Risk
Risk Scale
Low
Moderately Low
Moderate
Moderately High
High
Very High
Explained by the Fund Manager
Get a deeper understanding of JM Financial Aggressive Hybrid Fund straight from the expert. Here the fund manager has given a break down the fund’s investment objective, portfolio composition, and strategy. Learn how the holdings are selected, the sectors in focus, and what makes this scheme stand out. Whether you're an existing investor or currently evaluating the fund, this video offers valuable insights to help you make informed decisions.
AMC Information
JM Financial Mutual Fund
No. of Schemes
16
Total AUM
₹ 12,441.45 Cr
Contact Details
Office B,8th Floor, Cnergy,AppasahebMarathe Marg,prabhadevi,Mumbai - 400 025.
Contact Details
022-61987777Office B,8th Floor, Cnergy,AppasahebMarathe Marg,prabhadevi,Mumbai - 400 025.
Open NFOs
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FAQs
When was JM Aggressive Hybrid Fund launched?
JM Aggressive Hybrid Fund was launched on 01 Jan 2013.
What is the current NAV of JM Aggressive Hybrid Fund?
The current NAV of JM Aggressive Hybrid Fund is ₹134.2908 as of 08 Jul 2026.
What is the AUM of JM Aggressive Hybrid Fund?
The latest value of AUM of JM Aggressive Hybrid Fund is ₹691.85 crores as of 08 Jul 2026.
What is the rate of return of JM Aggressive Hybrid Fund?
The return on investment of JM Aggressive Hybrid Fund is:
- In the past 1Y: -4.08%
- In the past 3Y: 15.07%
- In the past 5Y: 14.34%
What is the expense ratio of JM Aggressive Hybrid Fund?
The expense ratio of JM Aggressive Hybrid Fund is 0.74%.
What is exit load of JM Aggressive Hybrid Fund?
The exit load of JM Aggressive Hybrid Fund is as follows:
Exit load of 1%, if redeemed within 60 days.
What is the portfolio of JM Aggressive Hybrid Fund?
The portfolio of JM Aggressive Hybrid Fund includes:
Top 3 sectoral holdings include:
No data to show right now!
Top 3 sectoral holdings include:
How risky is investing in JM Aggressive Hybrid Fund?
On the risk scale of Low, Moderately Low, Moderate, Moderately High, High and Very High, the risk-o-meter of JM Aggressive Hybrid Fund is Very High.
Who is the fund manager JM Aggressive Hybrid Fund?
The fund manager of JM Aggressive Hybrid Fund is Satish Ramanathan, Asit Bhandarkar, Chaitanya Choksi, Ruchi Fozdar, Deepak Chandra Gupta.
What is the minimum investment required in JM Aggressive Hybrid Fund?
If you wish to invest in JM Aggressive Hybrid Fund, the minimum SIP amount is ₹100 and Lumpsum is ₹1,000.
How to invest in JM Aggressive Hybrid Fund directly?
You can easily invest in mutual funds at 0% commission on Dhan. Here's how you can directly invest in JM Aggressive Hybrid Fund:
- Open Demat Account on Dhan if you don't have one.
- Analyze the fund performance.
- Invest via SIP or Lumpsum.
