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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹1000

AUM (Fund size)

₹652 Cr

Lock In Period

N/A

Expense Ratio

2.36

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 ₹116.685 NAV as of Apr 21,2026 and returns since inception of 61.27%. Minimum investments start at SIP ₹100. The JM Aggressive Hybrid Fund Growth AUM is ₹652 Cr, with a lock-in of N/A years, expense ratio of 2.36%, 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 6.68% returns, against a category average of 1.20% and a category best of 126.25%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M6.681.20126.25
6M-5.781.45126.25
1Y0.315.58126.25
3Y17.2714.20126.25

Portfolio Analysis

  • Equity: 73.48%
  • Debt: 26.46%
  • Others
As on: 2026-03-31
View allocation % by

1. HDFC Bank Limited3.93%
2. Ujjivan Small Finance Bank Limited2.45%
3. Axis Bank Limited2.40%
4. ICICI Bank Limited1.85%

1. Tech Mahindra Limited2.40%
2. Coforge Limited1.98%

1. Bharti Airtel Limited3.75%

1. Apollo Hospitals Enterprise Limited2.12%
2. Metropolis Healthcare Limited1.63%

1. Bajaj Finance Limited2.89%
2. FIVE-STAR BUSINESS FINANCE LIMITED0.77%

1. Maruti Suzuki India Limited1.98%
2. Mahindra & Mahindra Limited1.49%

1. Larsen & Toubro Limited3.44%

1. Multi Commodity Exchange of India Ltd.2.99%

1. Vedanta Limited2.81%

1. NTPC Limited2.56%

1. Reliance Industries Limited2.49%

1. One 97 Communications Limited2.31%

1. Canara Bank2.14%

1. Jubilant Foodworks Limited1.37%
2. Schloss Bangalore Limited0.77%

1. Eternal Limited2.11%

1. WAAREE ENERGIES LIMITED1.91%

1. Kaynes Technology India Private Ltd1.59%

1. Eicher Motors Limited1.55%

1. PG Electroplast Limited1.53%

1. INDIA CEMENTS LTD1.43%

1. Adani Port & Special Economic Zone Ltd1.40%

1. InterGlobe Aviation Limited1.39%

1. United Spirits Limited1.36%

1. Tata Motors Limited1.36%

1. ICICI Prudential AMC Ltd1.29%

1. ICICI Prudential Life Insurance Company1.22%

1. BIKAJI FOODS INTERNATIONAL LIMITED1.14%

1. Hindustan Aeronautics Limited1.12%

1. Polycab India Limited1.05%

About Fund

JM Aggressive Hybrid Fund Growth managed by JM Financial Mutual Fund,is a Aggressive Hybridscheme with Assets Under Management of ₹652 Crore. The fund benchmarks its performance against the Crisil Balanced Fund Index while maintaining an expense ratio of 2.36. 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
This FundSundaram Equity Hybrid Fund Growth41954.01 CR2.21
This FundBandhan Aggressive Hybrid Fund Growth21676.28 CR2.07
This FundJM Aggressive Hybrid Fund Growth3651.98 CR2.36
This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth03700.53 CR
Fund Name1Y3Y
This FundSundaram Equity Hybrid Fund Growth27.102156.1911
This FundBandhan Aggressive Hybrid Fund Growth10.510856.9094
This FundJM Aggressive Hybrid Fund Growth0.313561.2743
This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth126.2548126.2548

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 2.36. 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 : 6.68%
  • 6 Months : -5.78%
  • 1 Year : 0.31%
  • 3 Years : 17.27%
Returns of JM Aggressive Hybrid Fund Growth are updated daily based on NAV of ₹ 116.685 as on Apr 21,2026. Since inception, the return has been 61.27%.

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 ₹652 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