JM Aggressive Hybrid Fund Direct Growth
Hybrid
Direct
Aggressive Allocation
NAV as on 06-03-2025
₹ 125.62
▲0.7%
1D
Inception Returns
14.1%
/yr
About JM Aggressive Hybrid Fund Direct Growth
JM Aggressive Hybrid Fund Direct Growth is a hybrid fund. This fund was started on 1 January, 2013. The fund is managed by Asit Bhandarkar. This fund gives you the benefit of diversification.
Key Parameters
- JM Aggressive Hybrid Fund Direct Growth has ₹752 Cr worth of assets under management (AUM) as on Jan 2025 and is less than category average.
- The fund has an expense ratio 0.7.
Returns
JM Aggressive Hybrid Fund Direct Growth has given a CAGR return of 14.13% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 3.98%, 21.94% and 23.36% respectively.
Holdings
JM Aggressive Hybrid Fund Direct Growth has allocated its funds majorly in Government, Corporate, Financial Services, Consumer Cyclical, Cash Equivalent, Tech, Health, Basic Materials, Industrial, Consumer Defensive, Communication, Real Estate.
Taxation
As it is a aggressive allocation mutual fund the taxation is as follows:If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitLong term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).
Investment objective of JM Aggressive Hybrid Fund Direct Growth
The investment objective of the Scheme is to provide steady current income as well as long term growth of capital. There can be no assurance that the investment objective of the scheme will be realized. The scheme does not guarantee/ indicate any returns. Investors are required to read all the scheme related information carefully.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 1000.00 and for SIP is INR 100.00. JM Aggressive Hybrid Fund Direct Growth has no lock in period.
Historical NAV & Returns
JM Aggressive Hybrid Fund Direct Growth Overview
| Expense ratio | 0.71% |
Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
| AUM | ₹752 Cr |
| Inception Date | 1 January, 2013 |
| Min Lumpsum/SIP | ₹1000/₹100 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 130.82% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   Very High Risk |
Trailing Returns
as on (06-Mar-25)
Fund Distribution
as on (31-Jan-25)
- AUM of the fund stands at 752.1 Cr as of Jan'25
- AUM increased by 32.4 Cr between Jan'25 and Dec'24
Top 3 Sectors in January were Government, Corporate & Tech
Holdings | Weight% | 1M Change | |
|---|---|---|---|
 Infosys Ltd | 5% | 0% | |
 Bajaj Finance Ltd | 4.51% | 100% | |
 HDFC Bank Ltd | 3.77% | -4.6% | |
 Bajaj Auto Ltd | 3.68% | 104.7% | |
 Bharti Airtel Ltd | 3.57% | 0% |
Mutual Fund Insights
JM Aggressive Hybrid Fund Direct Growth Highlights
Very High Risk
About the fund
Fund Allocations
AUM size ₹752 Cr
Expense Ratio 0.71%
Frequently Asked Questions for JM Aggressive Hybrid Fund Direct Growth
JM Aggressive Hybrid Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | -6.31% | -6.31% |
6 Month Returns | -14.59% | -14.59% |
1 Year Returns | 3.98% | 3.98% |
3 Years Returns | 81.3% | 21.94% |
5 Years Returns | 185.67% | 23.36% |
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
AAA | 100 |