jm-aggressive-hybrid-fund-direct-g

JM Aggressive Hybrid Fund - Direct (G)

  1. Equity
  2. Growth
  • NAV as on Jul 01, 2025 ₹140.42
  • Total Returns 14.75% p.a.

Historical NAV, Returns and Performance

  • High
  • Low
  • CAGR
jm-aggressive-hybrid-fund-direct-g

Overview of JM Aggressive Hybrid Fund - Direct (G)

  • Fund House
    JM Aggressive Hybrid Fund
  • Fund Size
    ₹822 Cr
  • Expense Ratio
    0.56%
  • Benchmark
    CRISIL Hybrid 35+65 - Aggressive Index
  • Risk Level
    Very High
  • Inception Date
    Jan 03, 2013
  • Lock-in period
    0
  • Exit Load
    1.00% - If redeemed / switched out within 60 days from the date of allotment. Nil - If redeemed/switched out after 60 days from the date of allotment.
  • Minimum SIP Investment
    ₹100
  • Minimum Lump sum Investment
    ₹1000
  • Short Term Capital Gains
    20% (if redeemed within 1 year)
  • Long Term Capital Gains
    12.5% on profit of ₹1,25,000 if redeemed after 1 year

JM Aggressive Hybrid Fund - Direct (G) Returns Calculator

Investment type

Years
Total Invested Amount
₹ 12,00,000
Profit
₹ 12,00,000
Total Projected Returns
₹ 12,00,000
Annualised Returns
p.a.
Years
Total Invested Amount
Profit
₹1,00,000
Total Projected Returns
₹1,00,000
Annualised Returns
% p.a.

JM Aggressive Hybrid Fund - Direct (G) Performance vs Category

Time Period

  • 1 month
  • 3 months
  • 6 months
  • 1 year
  • 3 years
  • 5 years

This Fund

  • 4.71%
  • 10.25%
  • -0.22%
  • 0.67%
  • 26.79%
  • 28.6%

Category Average

  • 2.78%
  • 8.58%
  • 4.72%
  • 7.02%
  • 18.76%
  • 20.05%

Fund Asset Allocation

Top holdings

Top Sectors

  • Debt
    23.84%
  • Banks
    12.2%
  • Finance
    11.17%
  • IT-Software
    5.97%
  • Pharmaceuticals & Biotech
    5.39%
  • Consumer Durables
    4.49%

More about JM Aggressive Hybrid Fund - Direct (G)

JM Aggressive Hybrid Fund - Direct (G) is a mutual fund under the Growth category, managed by JM Financial Mutual Fund. It was launched on 09 Jun 1994, and has been active for over 31 years. As of 31 Mar 2025 the fund manages assets worth ₹822 Crores. The expense ratio is 0.56%.

This fund generated returns of 0.67% in the last 1 year. Since its inception, it has provided an average annual return of 14.75%.

The fund's investments are mainly concentrated in sectors like Debt, Banks, Finance, IT-Software and Pharmaceuticals & Biotech.

The top five holdings in this fund include prominent companies such as Bharti Airtel, Larsen & Toubro, Bajaj Finance, HDFC Bank and Tech Mahindra.

Fund Managers

  • Deepak Gupta
  • Ruchi Fozdar
  • Satish Ramanathan
  • Asit Bhandarkar
  • Chaitanya Choksi

Investment Objective

To provide steady current income as well as long term growth of capital

jm-aggressive-hybrid-fund-direct-g

Frequently Asked Questions about JM Aggressive Hybrid Fund - Direct (G)

  1. Are {{fund_type}} risky?

    Growth funds carry higher risk since they invest in stocks expected to grow quickly, which can be volatile.

  2. Should I invest in {{fund_type}}?

    Yes, if you are looking for long-term capital appreciation and can handle short-term market ups and downs.

  3. How long should I stay invested in {{fund_type}}?

    It’s recommended to hold growth funds for at least five years to benefit from potential growth.

  4. Can I withdraw my investment from {{fund_type}} anytime?

    Yes, you can, but long-term holding is advised for best results.

  5. What are the expenses involved in {{fund_type}}?

    Growth funds usually have moderate to high expense ratios, around 1% to 2%, due to active management.

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