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JM Aggressive Hybrid Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
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Showing Funds Performance since Sep 07, 2020

JM Aggressive Hybrid Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹1000

AUM (Fund size)

₹692 Cr

Lock In Period

N/A

Expense Ratio

2.37

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.

Benchmark

Crisil Balanced Fund Index

Summary

JM Aggressive Hybrid Fund Growth NAV is ₹115.9646 as of 23 Jun, 2026. JM Aggressive Hybrid Fund Growth has delivered 48.64% returns since its launch. The minimum SIP investment amount in JM Aggressive Hybrid Fund Growth is ₹100. The AUM of JM Aggressive Hybrid Fund Growth is ₹692 Cr. The expense ratio of the fund is 2.37%, and its benchmark is Crisil Balanced Fund Index. The current exit load of the fund 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 last 1M months, JM Aggressive Hybrid Fund Growth has delivered 1.32% returns.

JM Aggressive Hybrid Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.32-0.07126.42
6M-3.641.50126.42
1Y-2.854.03126.42
3Y14.1212.33126.42

Portfolio Analysis

  • Equity: 75.58%
  • Debt: 22.09%
  • Others
As on: 2026-05-31
View allocation % by

1. HDFC Bank Limited2.15%
2. Ujjivan Small Finance Bank Limited1.90%
3. Kotak Mahindra Bank Limited1.89%
4. ICICI Bank Limited1.83%
5. Axis Bank Limited1.55%

1. Coforge Limited2.38%
2. Tech Mahindra Limited2.21%
3. LTIMindtree Ltd0.82%

1. Apollo Hospitals Enterprise Limited2.21%
2. Metropolis Healthcare Limited1.89%

1. Bajaj Finance Limited3.09%
2. FIVE-STAR BUSINESS FINANCE LIMITED0.92%

1. Multi Commodity Exchange of India Ltd.3.49%

1. Bharti Airtel Limited3.27%

1. Maruti Suzuki India Limited1.48%
2. Mahindra & Mahindra Limited1.45%

1. NTPC Limited2.88%

1. One 97 Communications Limited2.54%

1. Reliance Industries Limited2.54%

1. Eternal Limited2.17%

1. Larsen & Toubro Limited2.12%

1. Dr. Reddy's Laboratories Limited1.11%
2. Cohance Lifesciences Limited0.87%

1. JSW Steel Limited1.85%

1. Eicher Motors Limited1.82%

1. Adani Port & Special Economic Zone Ltd1.81%

1. INDIA CEMENTS LTD1.71%

1. United Spirits Limited1.56%

1. ICICI Prudential AMC Ltd1.54%

1. PG Electroplast Limited1.48%

1. InterGlobe Aviation Limited1.46%

1. Kaynes Technology India Private Ltd1.37%

1. ICICI Prudential Life Insurance Company1.34%

1. Hindustan Aeronautics Limited1.31%

1. Jubilant Foodworks Limited1.27%

1. WAAREE ENERGIES LIMITED1.25%

1. Canara Bank1.23%

1. Tata Motors Limited1.23%

1. Hindustan Zinc Limited1.23%

1. Polycab India Limited1.15%

1. Bharat Forge Limited1.13%

1. Asian Paints Limited1.08%

1. Oil India Limited1.03%

About Fund JM Aggressive Hybrid Fund Growth

JM Aggressive Hybrid Fund Growth managed by JM Financial Mutual Fund,is a Aggressive Hybridscheme with Assets Under Management of ₹692 Crore. The fund benchmarks its performance against the Crisil Balanced Fund Index while maintaining an expense ratio of 2.37. 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.

Fund Managers

Asit Bhandarkar

Mr. Asit is an Commerce graduate and MMS. He has 7 years of experience in equity research and Fund Management. His last assignment was as Fund Manager with Lotus India AMC. Prior to that he was with SBI Funds Management. He also has been an Equity Analyst with broking houses.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Edelweiss Aggressive Hybrid Fund - Plan B Growth03667.1 CR2.36
Baroda BNP Paribas Hybrid Equity Fund Growth3373.78 CR2.49
JM Aggressive Hybrid Fund Growth3691.85 CR2.37
Nippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth03937.15 CR
Fund Name1Y3Y
This FundEdelweiss Aggressive Hybrid Fund - Plan B Growth2.745947.8615
This FundBaroda BNP Paribas Hybrid Equity Fund Growth15.330748.0064
This FundJM Aggressive Hybrid Fund Growth-2.850348.6396
This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth126.2548126.2548

JM Aggressive Hybrid Fund Growth 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 2.37. 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 : 1.32%
  • 6 Months : -3.64%
  • 1 Year : -2.85%
  • 3 Years : 14.12%
Returns of JM Aggressive Hybrid Fund Growth are updated daily based on NAV of ₹ 115.9646 as on Jun 22,2026. Since inception, the return has been 48.64%.

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 ₹692 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.