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JM Aggressive Hybrid Fund Direct growth
Hybrid • Aggressive • Direct growth
Average credit rating
AAA (Highest)
CAGR
₹1,000 invested for 5 years
Fund Info
Hybrid
Aggressive
Direct growth
Launched On
01 Jan 2013
12.7 years ago
Lock-in Period
No lock-in
NAV
as of 24 Sep 2025
₹138.72
-0.4128% (-0.50)
AUM
₹841 Cr
Expense ratio
0.66%
Benchmark
CRISIL Hybrid 35+65 - Agg
Fund Plan
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold before 60D
1%
If units sold after 60D
0%
Distribution
Market capital
What's in this fund?
Credit Rating
Sectors
Holdings
Financial Services
Technology
Industrials
Consumer Cyclical
Basic Materials
Fund House
JM Financial
Inc: 01 Apr 1995 • Total AUM: ₹14,195 Cr • Rank #30JM Financial Mutual Fund, started in 1994, has JM Financial as its sponsor. The fund house is headed by Amitabh Mohanty as the CEO. As of 31 March 2024, it has an AUM of ₹7,439 Cr.
Fund Managers
Satish Ramanathan
Experience: 4.09 yrs • Total AUM: 1,03,954 Cr
Asit Bhandarkar
Experience: 18.79 yrs • Total AUM: 1,05,725 Cr
Ruchi Fozdar
Experience: 1.46 yrs • Total AUM: 1,50,739 Cr
Deepak Gupta
Experience: yrs • Total AUM: 1,05,725 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Hybrid). To know the risk of this fund particularly, check 'Risk vs Category'.
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