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)

₹700 Cr

Lock In Period

N/A

Expense Ratio

2.68

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(%)
1M-4.69-1.42126.25
6M8.713.86126.25
1Y-1.323.93126.25
3Y10.2213.82126.25

Portfolio Analysis

  • Equity: 78.23%
  • Debt: 21.74%
  • Others
As on: 2026-08-31
View allocation % by

1. Kotak Mahindra Bank Limited2.28%
2. ICICI Bank Limited2.09%
3. Ujjivan Small Finance Bank Limited1.91%
4. HDFC Bank Limited1.57%
5. Axis Bank Limited1.55%
6. RBL Bank Limited1.54%

1. Coforge Limited3.29%
2. Tech Mahindra Limited1.45%
3. LTIMindtree Ltd1.14%

1. Bajaj Finance Limited2.70%
2. FIVE-STAR BUSINESS FINANCE LIMITED1.09%

1. One 97 Communications Limited3.64%

1. Apollo Hospitals Enterprise Limited2.16%
2. Metropolis Healthcare Limited1.29%

1. Mahindra & Mahindra Limited1.55%
2. Maruti Suzuki India Limited1.30%

1. Eternal Limited2.81%

1. Bharti Airtel Limited2.61%

1. Reliance Industries Limited2.43%

1. NTPC Limited1.47%
2. Adani Power Limited0.96%

1. Motilal Oswal Financial Services1.28%
2. 360 ONE WAM LIMITED1.13%

1. WeWork India Management Limited1.06%
2. URBAN CLUB0.82%
3. LEAP India Limited0.45%

1. Multi Commodity Exchange of India Ltd.2.01%

1. United Spirits Limited1.81%

1. Eicher Motors Limited1.80%

1. INDIA CEMENTS LTD1.64%

1. PG Electroplast Limited1.52%

1. InterGlobe Aviation Limited1.51%

1. Tata Motors Limited1.51%

1. Torrent Pharmaceuticals Limited1.48%

1. Larsen & Toubro Limited1.44%

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

1. Bosch Home Comfort India Limited1.38%

1. ICICI Prudential Life Insurance Company1.36%

1. Aditya Vision Ltd1.36%

1. Adani Enterprises Limited1.23%

1. Bharat Forge Limited1.20%

1. GE Vernova T&D India Limited1.08%

1. Hindustan Aeronautics Limited1.08%

1. APL Apollo Tubes Limited1.06%

1. JSW Steel Limited1.05%
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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 ₹700 Crore. The fund benchmarks its performance against the Crisil Balanced Fund Index while maintaining an expense ratio of 2.68. 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
Navi Aggressive Hybrid Fund Growth0118 CR2.56
Motilal Oswal Equity Hybrid Fund Growth1417 CR2.42
JM Aggressive Hybrid Fund Growth3699 CR2.68
Nippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth04,072 CR
Fund Name1Y3Y
This FundNavi Aggressive Hybrid Fund Growth6.367733.4039
This FundMotilal Oswal Equity Hybrid Fund Growth17.718433.406
This FundJM Aggressive Hybrid Fund Growth-1.317733.8846
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 2.68. 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 : -4.69%
  • 6 Months : 8.71%
  • 1 Year : -1.32%
  • 3 Years : 10.22%
Returns of JM Aggressive Hybrid Fund Growth are updated daily based on NAV of ₹ 117.109 as on Sep 30,2026. Since inception, the return has been 33.88%.

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 ₹700 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.
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