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This Fund:
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹100 & Lump. ₹1000
AUM (Fund size)
₹753 Cr
Lock In Period
N/A
Expense Ratio
2.3
Benchmark
Crisil Balanced Fund Index
Exit Load
If the units are redeemed / switched out on or before 60 days from the date of allotment - 1.00%.If the units are redeemed / switched out after 60 days from the date of allotment - Nil.
Summary
Latest details for JM Aggressive Hybrid Fund Growth include a ₹113.5332 NAV as of Mar 06,2026 and returns since inception of 57.22%. Minimum investments start at SIP ₹100. The JM Aggressive Hybrid Fund Growth AUM is ₹753 Cr, with a lock-in of N/A years, expense ratio of 2.3%, and benchmark Crisil Balanced Fund Index. Exit load is - If the units are redeemed / switched out on or before 60 days from the date of allotment - 1.00%.If the units are redeemed / switched out after 60 days from the date of allotment - Nil.. In the growth review for 1M Month/Year, the fund recorded -3.31% returns, against a category average of -0.47% and a category best of 126.25%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -3.31 | -0.47 | 126.25 |
| 6M | -4.29 | 2.40 | 126.25 |
| 1Y | 4.03 | 6.67 | 126.25 |
| 3Y | 16.28 | 14.61 | 126.25 |
Portfolio Analysis
- Equity: 72.80%
- Debt: 27.21%
- Others
As on: 2026-01-31
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About Fund
JM Aggressive Hybrid Fund Growth managed by JM Financial Mutual Fund,is a Aggressive Hybridscheme with Assets Under Management of ₹753 Crore. The fund benchmarks its performance against the Crisil Balanced Fund Index while maintaining an expense ratio of 2.3. Under the expert guidance of Asit Bhandarkar ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundMahindra Manulife Aggressive Hybrid Fund Growth | 4 | 2114.91 CR | 1.99 |
| This FundSundaram Equity Hybrid Fund Growth | 4 | 1954.01 CR | 2.21 |
| This FundJM Aggressive Hybrid Fund Growth | 3 | 753.46 CR | 2.3 |
| This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth | 0 | 4024.55 CR |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundMahindra Manulife Aggressive Hybrid Fund Growth | 10.6968 | 56.1628 |
| This FundSundaram Equity Hybrid Fund Growth | 27.1021 | 56.1911 |
| This FundJM Aggressive Hybrid Fund Growth | 4.028 | 57.2213 |
| This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth | 126.2548 | 126.2548 |
FAQs
JM Aggressive Hybrid Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of JM Aggressive Hybrid Fund Growth is 2.3. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
JM Aggressive Hybrid Fund Growth’s fund performance is as follows:
- 1 Month : -3.31%
- 6 Months : -4.29%
- 1 Year : 4.03%
- 3 Years : 16.28%
You can invest in JM Aggressive Hybrid Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of JM Aggressive Hybrid Fund Growth is ₹753 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in JM Aggressive Hybrid Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500