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JM Aggressive Hybrid Fund Growth Return

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  • 6M
  • 1Y
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  • 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)

₹701 Cr

Lock In Period

N/A

Expense Ratio

2.93

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 ₹113.0059 as of 3 Jun, 2026. JM Aggressive Hybrid Fund Growth has delivered 51.72% 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 ₹701 Cr. The expense ratio of the fund is 2.93%, 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 -1.19% returns.

JM Aggressive Hybrid Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-1.19-0.55126.25
6M-6.680.75126.25
1Y-3.693.69126.25
3Y14.9112.76126.25

Portfolio Analysis

  • Equity: 74.88%
  • Debt: 25.10%
  • Others
As on: 2026-04-30
View allocation % by

1. HDFC Bank Limited3.14%
2. Ujjivan Small Finance Bank Limited2.12%
3. ICICI Bank Limited1.80%
4. Axis Bank Limited1.78%
5. Kotak Mahindra Bank Limited1.37%

1. Tech Mahindra Limited2.37%
2. Coforge Limited1.98%
3. LTIMindtree Ltd0.85%

1. Bajaj Finance Limited3.14%
2. FIVE-STAR BUSINESS FINANCE LIMITED0.98%

1. Apollo Hospitals Enterprise Limited2.03%
2. Metropolis Healthcare Limited1.60%

1. Multi Commodity Exchange of India Ltd.3.46%

1. Maruti Suzuki India Limited1.99%
2. Mahindra & Mahindra Limited1.46%

1. Bharti Airtel Limited3.33%

1. NTPC Limited2.93%

1. Reliance Industries Limited2.71%

1. One 97 Communications Limited2.45%

1. Larsen & Toubro Limited2.29%

1. Eternal Limited2.11%

1. Canara Bank1.98%

1. Jubilant Foodworks Limited1.41%
2. Leela Palaces Hotels & Resorts Limited0.54%

1. JSW Steel Limited1.80%

1. Eicher Motors Limited1.78%

1. Kaynes Technology India Private Ltd1.74%

1. Adani Port & Special Economic Zone Ltd1.64%

1. PG Electroplast Limited1.62%

1. INDIA CEMENTS LTD1.53%

1. ICICI Prudential AMC Ltd1.41%

1. InterGlobe Aviation Limited1.41%

1. United Spirits Limited1.38%

1. Tata Motors Limited1.31%

1. Hindustan Aeronautics Limited1.30%

1. WAAREE ENERGIES LIMITED1.22%

1. Polycab India Limited1.16%

1. ICICI Prudential Life Insurance Company1.15%

1. Bharat Forge Limited1.07%

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 ₹701 Crore. The fund benchmarks its performance against the Crisil Balanced Fund Index while maintaining an expense ratio of 2.93. 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
IDBI Hybrid Equity Fund Growth0325.68 CR2.52
JM Aggressive Hybrid Fund Growth3701.44 CR2.93
Nippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth03958.21 CR
Fund Name1Y3Y
This FundIDBI Hybrid Equity Fund Growth12.059749.8316
This FundJM Aggressive Hybrid Fund Growth-3.689651.7195
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 2.93. 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 : -1.19%
  • 6 Months : -6.68%
  • 1 Year : -3.69%
  • 3 Years : 14.91%
Returns of JM Aggressive Hybrid Fund Growth are updated daily based on NAV of ₹ 113.0059 as on Jun 01,2026. Since inception, the return has been 51.72%.

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 ₹701 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.