Mutual Fund Details

JM Aggressive Hybrid Fund Direct-Growth

Name: JM Aggressive Hybrid Fund Direct-Growth
Brand: JM Financial Mutual Fund

Hybrid Aggressive

NAV

₹138.8278

as on 12 Nov 2024, 10:14 PM

₹-1.5359(1.09%)

Last Change

Scheme Ratings

Aggressive

3Y Returns

rated by Value Research

Aggressive

Rankings based on 3Y Returns | as on 12 Nov 2024

JM Aggressive Hybrid Fund Direct-Growth

22.31%

SBI Magnum Children's Benefit Fund - Investment Plan Direct - Growth

21.83%

ICICI Prudential Equity & Debt Fund Direct-Growth

19.08%

Bank of India Mid & Small Cap Equity & Debt Fund Direct-Growth

18.65%

Edelweiss Aggressive Hybrid Fund Direct - Growth

18.33%

Schemes Managed By

Gurvinder Singh Wasan

Fund Manager

Investment Performance

would have given a return of

₹1,10,871

₹1,21,647

₹1,76,115

₹1,83,054

Bank Account

Fixed Deposit

Regular Mutual Fund

This Fund on Paytm Money

This Mutual Fund

₹83,054

Profit (absolute return)

83.05%

in the last

max

+1% Higher Returns

With Direct Plans on Paytm Money

Investment Returns

In the last 3 months

0.09%

In the last 6 months

12.21%

In the last 1 year

40.93%

In the last 3 years

83.05%

In the last 5 years

224.96%

In the last 10 years

270.03%

Absolute Returns

CAGR

Scheme Riskometer

low

low to moderate

moderate

moderately high

high

very high

Investors understand that their principal will be at very high risk

Scheme Information

JM Aggressive Hybrid Fund Direct-Growth

as of 31 Oct 2024, 05:30 AM

₹678.92 Cr

Scheme Asset Size

Fund Type

Open-End

Exit Load

Exit load of 1%, if redeemed within 60 days.

0.57%

Expense Ratio

Plan

Growth

8.08%

Cash Holding

Benchmark

CRISIL Hybrid 35+65 Aggressive Index

Scheme Document

View

Benchmark

CRISIL Hybrid 35+65 Aggressive Index

Exit Load

Exit load of 1%, if redeemed within 60 days.

Scheme Document

View

Sectors Holding in this Mutual Fund

as on 31 Oct 2024

Sort By

Value

Sector

Financial

15.88%

₹107.81 Cr

Consumer Staples

10.34%

₹70.20 Cr

Healthcare

9.42%

₹63.95 Cr

Technology

6.51%

₹44.20 Cr

Capital Goods

6.39%

₹43.38 Cr

Others

51.46%

₹349.37 Cr

View All

Sectors Holding in this Mutual Fund

as on 31 Oct 2024

Sort By

Value

Sector

Financial

15.88%

₹107.81 Cr

Consumer Staples

10.34%

₹70.20 Cr

Healthcare

9.42%

₹63.95 Cr

Technology

6.51%

₹44.20 Cr

Capital Goods

6.39%

₹43.38 Cr

Others

51.46%

₹349.37 Cr

View All

Companies Holding in this Mutual Fund

as on 31 Oct 2024

Sort By

Value

Company

GOI

10.41%

₹70.68 Cr

HDFC Bank Ltd.

6.07%

₹41.21 Cr

ICICI Bank Ltd.

3.23%

₹21.93 Cr

Balrampur Chini Mills Ltd.

2.61%

₹17.72 Cr

Others

77.68%

₹527.38 Cr

View All

Companies Holding in this Mutual Fund

as on 31 Oct 2024

Sort By

Value

Company

GOI

10.41%

₹70.68 Cr

HDFC Bank Ltd.

6.07%

₹41.21 Cr

ICICI Bank Ltd.

3.23%

₹21.93 Cr

Balrampur Chini Mills Ltd.

2.61%

₹17.72 Cr

Others

77.68%

₹527.38 Cr

View All

Funds in this Category

This fund's returns:

22.31%

Return Duration

3 Years

SBI Magnum Children's Benefit Fund - Investment Plan Direct - Growth

ICICI Prudential Equity & Debt Fund Direct-Growth

Bank of India Mid & Small Cap Equity & Debt Fund Direct-Growth

About JM Aggressive Hybrid Fund Direct-Growth

JM Aggressive Hybrid Fund Direct-Growth is a Hybrid mutual fund scheme from JM Financial Mutual Fund. This scheme was launched on Invalid date and is currently managed by its fund managers Asit Bhandarkar, Chaitanya Choksi and Gurvinder Singh Wasan. It has an AUM of ₹678.92 Crores and the latest NAV decalared is ₹138.828 as on 13 Nov 2024 at 4:12 am.

JM Aggressive Hybrid Fund Direct-Growth scheme return performance in last 1 year is 40.93%, in last 3 years is 83.05% and 458.04% since scheme launch. The min. SIP amount to invest in this scheme is ₹100.