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JM Aggressive Hybrid Fund (Regular) -Growth Option

Fund House:
JM Financial Mutual Fund
Category:
Hybrid: Aggressive
Status:
Open Ended Schemes
Launch Date:
01-04-1995
ISIN Number:
INF192K01544
Minimum Investment:
1000
Minimum SIP:
500
Total Assets: (29-11-2024):
714.77
Nav (20-12-2024)
123.2263
CAGR Since Inception:
12.61
Benchmark:
CRISIL Hybrid 35+65 Aggressive Index
Expense Ratio (30-11-2024)::
2.28 %
Risko-Meter:
Very High
Exit Load:
effective from 1.1.2018 for Normal & SIP/ STP/SWP (for respective instalments ) investments - 1% if redeemed/switched-out within 60 days from the date of allotment
Asset Class
Mixed Asset
Peer Camparision
Scheme Name 1Y(%) 2Y(%) 3Y(%) 5Y(%) 10Y(%)
JM Aggressive Hybrid Fund (Regular) -Growth Option 30.01 29.21 23.6 23.81 12.85
BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN GROWTH 29.63 29.29 19.71 27.08 0
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 29.08 24.31 17.24 15.38 0
HSBC Aggressive Hybrid Fund - Regular Growth 26.13 23.25 15.51 15.52 12.15
Kotak Equity Hybrid - Growth 24 20.32 16.72 17.99 13.12
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 23.38 21.04 16.98 18.86 0
BANDHAN Hybrid Equity Fund-Regular Plan Growth 22.7 19.49 14.68 16.29 0
UTI Aggressive Hybrid Fund - Regular Plan - Growth 22.59 21.85 17.83 18.63 12.34
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 21.95 21.73 18.17 17.78 12.68
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 21.94 21.64 18.06 17.71 12.63
Fund Manager
Asit Bhandarkar, Chaitanya Choksi, Gurvinder Singh Wasan:
Scheme Objective
The scheme aims at steady current income as well as long term growth of capital from a balanced portfolio of debt and equity. :
Riskometer : Very High
Risko-meter
Return Analysis
Based On JM Aggressive Hybrid Fund (Regular) -Growth Option NIFTY 50 TRI Hybrid: Aggressive
CAGR since inception 12.61% 13.95% 13.56%
1 Year 30.01% 12.84% 19.94%
3 Year 23.60% 13.73% 14.95%
5 Year 23.81% 15.28% 16.19%
10 Year 12.85% 12.46% 11.87%
Nav / Index Value as on2024-12-22 714.77% 0.00% 0.00%

PORTFOLIO

Sector Allocation
Others 0.26413791527086
Debt 19.12
Cash & Cash Equivalents 5.63
Equity 74.99
Company Holding
HDFC BANK LIMITED 4.74
INFOSYS LIMITED 3.9
BHARTI AIRTEL LIMITED 3.73
AXIS BANK LIMITED 3.16
ICICI BANK LIMITED 3.04
BAJAJ AUTO LIMITED 2.29
ABB INDIA LIMITED 2.06
ZOMATO LIMITED 1.89
CYIENT DLM PRIVATE LIMITED 1.87
ULTRATECH CEMENT LIMITED 1.85
FAQ's of JM Aggressive Hybrid Fund (Regular) -Growth Option
How do I use the SIP Calculator to calculate JM Financial Mutual Fund ?

To calculate the JM Financial Mutual Fund :

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2. Put the monthly SIP amount.

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4. Write down the time period of investment.

Now, you will be able to see the estimated returns.
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JM Aggressive Hybrid Fund (Regular) -Growth Option