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JM Aggressive Hybrid Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

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

2.63

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

JM Aggressive Hybrid Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M3.221.14126.25
6M1.832.62126.25
1Y-0.832.65126.25
3Y12.9026.61126.25

Portfolio Analysis

  • Equity: 75.50%
  • Debt: 22.25%
  • Others
As on: 2026-06-30
View allocation % by

1. HDFC Bank Limited2.31%
2. Ujjivan Small Finance Bank Limited2.06%
3. ICICI Bank Limited2.00%
4. Kotak Mahindra Bank Limited1.93%
5. Axis Bank Limited1.62%

1. Coforge Limited2.46%
2. Tech Mahindra Limited1.48%
3. LTIMindtree Ltd0.72%

1. Bajaj Finance Limited3.17%
2. FIVE-STAR BUSINESS FINANCE LIMITED1.04%

1. Apollo Hospitals Enterprise Limited2.34%
2. Metropolis Healthcare Limited1.83%

1. Multi Commodity Exchange of India Ltd.3.35%

1. Bharti Airtel Limited3.31%

1. Mahindra & Mahindra Limited1.46%
2. Maruti Suzuki India Limited1.37%

1. One 97 Communications Limited2.59%

1. NTPC Limited2.06%
2. Adani Power Limited0.53%

1. Reliance Industries Limited2.49%

1. Eternal Limited2.29%

1. Larsen & Toubro Limited2.16%

1. Dr. Reddy's Laboratories Limited1.16%
2. Cohance Lifesciences Limited0.92%

1. Adani Port & Special Economic Zone Ltd1.82%

1. Eicher Motors Limited1.79%

1. InterGlobe Aviation Limited1.78%

1. JSW Steel Limited1.77%

1. INDIA CEMENTS LTD1.69%

1. United Spirits Limited1.66%

1. PG Electroplast Limited1.64%

1. Tata Motors Limited1.38%

1. Kaynes Technology India Ltd.1.36%

1. Hindustan Aeronautics Limited1.33%

1. ICICI Prudential Life Insurance Company1.30%

1. Bharat Forge Limited1.24%

1. Polycab India Limited1.21%

1. Canara Bank1.18%

1. Asian Paints Limited1.07%

1. Hindustan Zinc Limited1.03%

1. Jubilant Foodworks 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 2.63. 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
HSBC Aggressive Hybrid Fund Growth55,660 CR1.97
Edelweiss Aggressive Hybrid Fund - Plan B Growth03,784 CR2.36
JM Aggressive Hybrid Fund Growth3692 CR2.63
Nippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth04,013 CR
Fund Name1Y3Y
This FundHSBC Aggressive Hybrid Fund Growth5.089942.7357
This FundEdelweiss Aggressive Hybrid Fund - Plan B Growth2.499242.9936
This FundJM Aggressive Hybrid Fund Growth-0.82843.9077
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 2.63. 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 : 3.22%
  • 6 Months : 1.83%
  • 1 Year : -0.83%
  • 3 Years : 12.90%
Returns of JM Aggressive Hybrid Fund Growth are updated daily based on NAV of ₹ 120.1891 as on Jul 31,2026. Since inception, the return has been 43.91%.

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.