JM Aggressive Hybrid Fund-Growth

Fund Details

NAV 115.5841

Sub-Type Aggressive Hybrid

Rating 4

Min. SIP Amount ₹1000.0

Fund Age(Year) 31.58

Fund Size(in Crores) 653.52

Fund Performance

1 Month -1.36%

3 Month -3.11%

6 Month 0.31%

1 Year -6.32%

3 Year 10.22%

5 Year 10.66%

Know This Fund

As on 30 Oct 2026

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (77.77%) Market Cap Large Cap 43.23 Small Cap 16.09 Mid Cap 18.45 Top Sectors Financial 20.44 Services 17.26 Automobile 8.28 Healthcare 5.36 Energy 5.06 Capital Goods 3.59 Consumer Staples 3.53 Metals & Mining 3.26 Technology 2.76 Communication 2.71 Consumer Discretionary 1.6 Construction 1.43 Materials 1.43 Chemicals 1.03 Textiles 0.03 Top Holding APL Apollo Tubes 1.35 ICICI Bank 2.03 GE Vernova T&D 1.09 Marico 0.93 Hindustan Zinc 0.84 LEAP India 0.4 Bharat Forge 1.18 Interglobe Aviation 1.54 Tech Mahindra 1.46 PG Electroplast 1.38 Northern ARC Capital 1.08 LTM 1.3 SRF 1.03 Hindustan Aero 1.12 Aditya Vision 1.44 360 One Wam 1.06 HDFC Bank 1.68 Larsen & Toubro 1.43 MCX 2.09 JSW Steel 1.07 Tata Motors 1.45 Anirit Ventures 0.03 Bajaj Auto 0.73 RBL Bank 1.75 One 97 Comm 3.8 NTPC 1.55 Ujjivan Small Finance Bank 2 WeWork India Management 1.09 Five-Star Business Finance 1.13 Axis Bank 1.57 Motilal Oswal Financial Services 1.31 The India Cements 1.43 Bosch Home Comfort India 1.6 Metropolis Healthcare 1.28 Kotak Mahindra Bank 2.42 Bajaj Finance 2.63 Urban Company (UrbanClap) 0.83 Canara Bank 0.97 Mahindra & Mahindra 1.94 United Spirits 1.76 Adani Ports and Special Economic Zone 1.69 Adani Enterprises 1.33 Adani Power 1.3 Bharti Airtel 2.71 UNO Minda 1.08 Asset Reconstruction Company (India) 0.8 Apollo Hospitals Enterprise 2.13 Reliance Industries 2.21 Maruti Suzuki India 1.23 Torrent Pharmaceuticals 1.95 Eternal 2.94 Belrise Industries 0.67 PVR Inox 0.92

Debt & Others (22.240000000000002%) Sector Allocation Bonds/NCDs 0.77 Bonds 2.58 Debenture 5.32 Debt Credit Ratings AAA 7.03 SOV 5.4 A1+ 4.02 AA+ 2.67 Cash & Call Money 2.35 Debt Category Indian Railway Finance Corporation 0.38 HDFC Bank 1.19 Muthoot Finance 1.9 REC 1.22

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Fund Regular-Growth Ret 1M -0.64% Ret 1Y -5.87% Ret 3Y 8.72% Ret 5Y 6.42%

Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Fund Regular-IDCW Ret 1M -0.64% Ret 1Y -5.87% Ret 3Y 8.72% Ret 5Y 6.42%

Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Fund Regular-IDCW Reinvestment Ret 1M -0.64% Ret 1Y -5.87% Ret 3Y 8.72% Ret 5Y 6.42%

Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-Growth Ret 1M -2.21% Ret 1Y -3.63% Ret 3Y 9.23% Ret 5Y 8.34%

Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-IDCW Quarterly Ret 1M -2.21% Ret 1Y -3.63% Ret 3Y 9.23% Ret 5Y 8.34%

Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-IDCW Quarterly Payout Ret 1M -2.21% Ret 1Y -3.63% Ret 3Y 9.23% Ret 5Y 8.34%

Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-Growth Ret 1M -1.18% Ret 1Y -5.49% Ret 3Y 9.19% Ret 5Y 7.0%

Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-IDCW Ret 1M -1.18% Ret 1Y -5.49% Ret 3Y 9.19% Ret 5Y 7.0%

Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-IDCW Reinvestment Ret 1M -1.18% Ret 1Y -5.49% Ret 3Y 9.19% Ret 5Y 7.0%

Equity, Flexi Cap funds Axis Aggressive Hybrid Fund Regular-Growth Ret 1M 0.0% Ret 1Y -4.68% Ret 3Y 8.67% Ret 5Y 4.91%

Equity, Flexi Cap funds Axis Aggressive Hybrid Fund Regular-IDCW Monthly Payout Ret 1M 0.0% Ret 1Y -4.68% Ret 3Y 8.67% Ret 5Y 4.91%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 2.69%

Exit Load 1.0%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

Ruchi Fozdar

Education Ms. Ruchi is a graduate in science and PGDBM in finance

Experience Prior to joining JM Mutual Fund, she was associated with few brokers and institutions like Reliance Life Insurance Co. Ltd. and Mahindra Manulife Mutual Fund

Deepak Gupta

Education C.A, M.Com from Mumbai University

Experience Prior to Joining the JM AMC, he has worked with SBI Pension Funds Private Limited, Reliance Nippon Life Insurance and Access Asset Managers Private Limited

Chaitanya Choksi

Education Mr. Choksi is a MMS (Finance) and CFA.

Experience Prior to joining JM Financials he has worked with Lotus AMC, Chanrai Finance Pvt. Ltd, IL&FS Investmart and UTI Investment Advisory Services Ltd.

Gurvinder Singh Wasan

Education Mr. Wasan is a Chartered Accountant, CFA and Master of Commerce from Mumbai University.

Experience Prior to joining Baroda BNP Paribas Mutual Fund, he has worked with JM Mutual, Principal Mutual Fund, Crisil Ltd. and ICICI Bank Ltd.

Asit Bhandarkar

Education Mr. Bhandarkar is a B.Com (H) and MMS.

Experience Prior to joining JM Financial he has worked with Lotus India AMC Pvt. Ltd. and SBI Funds Management Pvt. Ltd.

Satish Ramanathan

Education Mr. Ramanathan holds a B.Tech degree and has done MBA and CFA.

Experience Prior to joining JM Mutual Fund, he has worked with Sundaram BNP Paribas AMC and has an extensive experience in the asset management business with stints in Research division of Sundaram AMC and managing funds for Franklin Templeton. He has also worked with ICICI Securities for 4 years, with Birla Merlin & Dewoo Finance for 1 year, with ICRA Ltd. for 2 years and for 1 year with Tata Economic Consultancy Services.

Riskometer

Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.

Principal at very high risk

AMC and Fund details

Rank (total sets) 14

Date of Incorporation 1995-04-01

Total AUM 12720.0

The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.