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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹1000

AUM (Fund size)

768 Cr

Lock In Period

N/A

Expense Ratio

2.29

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.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)

Portfolio Analysis

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As on: 2025-03-31
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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 ₹768 Crore. The fund benchmarks its performance against the Crisil Balanced Fund Index while maintaining an expense ratio of 2.29. 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

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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 2.29. 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 : %
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Returns of JM Aggressive Hybrid Fund Growth are updated daily based on NAV of ₹ 114.3699 as on May 06,2025. Since inception, the return has been 79.43%.

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 ₹768 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