JM Aggressive Hybrid Fund-IDCW Monthly Payout

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JM Aggressive Hybrid Fund-IDCW Monthly Payout: Mutual Fund Overview

JM Aggressive Hybrid Fund-IDCW Monthly Payout is an Aggressive Hybrid mutual fund with over 11.33 years of performance history. The scheme manages an AUM of ₹735.49 Cr and has a NAV of ₹76.8448. It is rated '4' stars by analysts. Investors can begin a SIP with as little as ₹100.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of -6.6%.

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Hybrid, Aggressive Hybrid, Principal at very high risk

1 Year Return -6.6% at 24 Mar 2026 03:27 PM

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Fund Details

NAV 76.8448

Sub-Type Aggressive Hybrid

Rating 4

Min. SIP Amount ₹100.0

Fund Age(Year) 11.33

Fund Size(in Crores) 735.49

Fund Performance

1 Month -10.24%

3 Month -12.0%

6 Month -12.69%

1 Year -6.6%

3 Year 14.57%

5 Year 12.68%

Know This Fund

As on 24 Mar 2026

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

Equity (0%) Market Cap Top Sectors Top Holding

Debt & Others (0%) Sector Allocation Debt Credit Ratings Debt Category

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life Income Fund Regular-Growth Ret 1M -0.85% Ret 1Y 2.56% Ret 3Y 5.98% Ret 5Y 5.37%

Equity, Flexi Cap funds Aditya Birla Sun Life Income Fund Regular-IDCW Ret 1M -0.85% Ret 1Y 2.56% Ret 3Y 5.98% Ret 5Y 5.37%

Equity, Flexi Cap funds Aditya Birla Sun Life Income Fund Regular-IDCW Quarterly Ret 1M -0.85% Ret 1Y 2.56% Ret 3Y 5.98% Ret 5Y 5.37%

Equity, Flexi Cap funds Aditya Birla Sun Life Income Fund Regular-IDCW Quarterly Reinvestment Ret 1M -0.85% Ret 1Y 2.56% Ret 3Y 5.98% Ret 5Y 5.37%

Equity, Flexi Cap funds Aditya Birla Sun Life Income Fund Regular-IDCW Reinvestment Ret 1M -0.85% Ret 1Y 2.56% Ret 3Y 5.98% Ret 5Y 5.37%

Equity, Flexi Cap funds Bandhan Medium to Long Duration Fund Regular-Growth Ret 1M 0.0% Ret 1Y 2.86% Ret 3Y 5.62% Ret 5Y 4.42%

Equity, Flexi Cap funds Bandhan Medium to Long Duration Fund Regular-IDCW Half Yearly Ret 1M 0.0% Ret 1Y 2.86% Ret 3Y 5.62% Ret 5Y 4.42%

Equity, Flexi Cap funds Bandhan Medium to Long Duration Fund Regular-IDCW Half Yearly Reinvestment Ret 1M 0.0% Ret 1Y 2.86% Ret 3Y 5.62% Ret 5Y 4.42%

Equity, Flexi Cap funds Bandhan Medium to Long Duration Fund Regular-IDCW Periodic Ret 1M 0.0% Ret 1Y 2.86% Ret 3Y 5.62% Ret 5Y 4.42%

Equity, Flexi Cap funds Bandhan Medium to Long Duration Fund Regular-IDCW Periodic Reinvestment Ret 1M 0.0% Ret 1Y 2.86% Ret 3Y 5.62% Ret 5Y 4.42%

Equity, Flexi Cap funds Bandhan Medium to Long Duration Fund Regular-IDCW Quarterly Ret 1M 0.0% Ret 1Y 2.86% Ret 3Y 5.62% Ret 5Y 4.42%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 2.36%

Exit Load 0%

Stamp Duty 0.005%

Fund Management

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

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.

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.

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.

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

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) 35

Date of Incorporation 2014-11-24

Total AUM 13300.49

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.

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JM Aggressive Hybrid Fund-IDCW Monthly Payout FAQs

How to invest in JM Aggressive Hybrid Fund-IDCW Monthly Payout?

Investing in JM Aggressive Hybrid Fund-IDCW Monthly Payout through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.

What is the expense ratio of JM Aggressive Hybrid Fund-IDCW Monthly Payout?

The term expense ratio for JM Aggressive Hybrid Fund-IDCW Monthly Payout or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of JM Aggressive Hybrid Fund-IDCW Monthly Payout is 2.36% as of 24 Mar 2026.

What is the NAV of JM Aggressive Hybrid Fund-IDCW Monthly Payout?

The NAV of JM Aggressive Hybrid Fund-IDCW Monthly Payout is ₹76.8448 as of 24 Mar 2026.

What is the AUM of JM Aggressive Hybrid Fund-IDCW Monthly Payout?

The AUM (Assets Under Management) of JM Aggressive Hybrid Fund-IDCW Monthly Payout is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of JM Aggressive Hybrid Fund-IDCW Monthly Payout is ₹735.49 Cr as of 24 Mar 2026.

What is the PE and PB ratio of JM Aggressive Hybrid Fund-IDCW Monthly Payout?

The PE ratio of JM Aggressive Hybrid Fund-IDCW Monthly Payout shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.

Can I invest in SIP and Lump Sum in JM Aggressive Hybrid Fund-IDCW Monthly Payout?

Yes, you can invest in JM Aggressive Hybrid Fund-IDCW Monthly Payout through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.

What is the return of JM Aggressive Hybrid Fund-IDCW Monthly Payout in the last 5 years?

The return of JM Aggressive Hybrid Fund-IDCW Monthly Payout in the last 5 years is 12.68%.

What is the minimum SIP investment required in JM Aggressive Hybrid Fund-IDCW Monthly Payout?

The minimum SIP investment in JM Aggressive Hybrid Fund-IDCW Monthly Payout depends on the fund's scheme rules and usually starts at a small amount. For JM Aggressive Hybrid Fund-IDCW Monthly Payout, the minimum SIP amount is ₹100.0.

What is the current NAV of JM Aggressive Hybrid Fund-IDCW Monthly Payout?

The NAV of JM Aggressive Hybrid Fund-IDCW Monthly Payout, as of 24 Mar 2026, is ₹76.8448.

Who manages the JM Aggressive Hybrid Fund-IDCW Monthly Payout?

The fund managers responsible for JM Aggressive Hybrid Fund-IDCW Monthly Payout are: