JM Aggressive Hybrid Fund Direct-Half Yearly Bonus Half Yearly Bonus
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Hybrid, Aggressive Hybrid, Principal at very high risk
1 Year Return -2.48% at 22 Dec 2025 06:25 PM
Fund Details
NAV 131.1823
Sub-Type Aggressive Hybrid
Rating 5
Min. SIP Amount ₹0
Fund Age(Year) 11.08
Fund Size(in Crores) 811.3
Fund Performance
1 Month -1.51%
3 Month -1.81%
6 Month 1.63%
1 Year -2.48%
3 Year 19.34%
5 Year 18.7%
Know This Fund
As on 22 Dec 2025
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (99.47%) Market Cap Small Cap 34.43 Mid Cap 32.43 Large Cap 32.61 Top Sectors Healthcare 99.47 Top Holding Sun Pharmaceutical Industries 13.55 Akums Drugs And Pharmaceuticals 0.76 Narayana Hrudayalaya 2.12 Glaxosmithkline Pharma 2.77 Syngene International 0.98 Medplus Health Services 3.47 Alkem Laboratories 2.18 Thyrocare Technologies 2.57 JB Chemicals 2.09 Aurobindo Pharma 2.47 Vijaya Diagnostic Centre 3.41 Sanofi Consumer Healthcare India 1.18 Fortis Healthcare 1.2 Max Healthcare Institute 1.23 Lupin 7.59 Emcure Pharmaceuticals 1.24 Astrazeneca Pharma India 0.67 Anthem Biosciences 0.79 Gland Pharma 2.75 Apollo Hospitals Enterprise 5.63 Suraksha Diagnostic 1.35 Divi's Laboratories 6.9 Indoco Remedies 0.56 Concord Biotech 0.19 Biocon 1.99 Abbott India 2.44 Orchid Pharma 0.45 Sai Life Sciences 2.67 Cipla 6.33 Pfizer 1.87 Dr. Reddy's Laboratories 5.83 Ajanta Pharma 2.9 Dr. Lal Pathlabs 2.2 Sanofi India 1.19 Ipca Laboratories 1.93 Mankind Pharma 2.02
Debt & Others (0.53%) Sector Allocation Margin Money 0 Net Payables -0.18 Repo 0.71 Debt Credit Ratings Debt Category Others 0.53
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund Regular-Growth Ret 1M 0.43% Ret 1Y 8.13% Ret 3Y 7.91% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund Regular-IDCW Ret 1M 0.43% Ret 1Y 8.13% Ret 3Y 7.91% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL IBX 60:40 SDL+AAA PSU-Apr 2025 Index Fund Regular-Growth Ret 1M 0.47% Ret 1Y 6.94% Ret 3Y 6.08% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL IBX 60:40 SDL+AAA PSU-Apr 2025 Index Fund Regular-IDCW Ret 1M 0.47% Ret 1Y 6.94% Ret 3Y 6.08% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL IBX 60:40 SDL+ AAA PSU Apr 2026 Index Fund Regular-Growth Ret 1M 0.42% Ret 1Y 6.89% Ret 3Y 6.98% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL IBX 60:40 SDL+ AAA PSU Apr 2026 Index Fund Regular-IDCW Ret 1M 0.42% Ret 1Y 6.89% Ret 3Y 6.98% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL IBX 60:40 SDL+AAA PSU-Apr 2027 Index Fund Regular-Growth Ret 1M 0.44% Ret 1Y 7.75% Ret 3Y 7.39% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL IBX 60:40 SDL+AAA PSU-Apr 2027 Index Fund Regular-IDCW Ret 1M 0.44% Ret 1Y 7.75% Ret 3Y 7.39% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL-IBX AAA Financial Services Index-Sep 2027 Fund Regular-Growth Ret 1M 0.23% Ret 1Y 8.2% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL-IBX AAA Financial Services Index-Sep 2027 Fund Regular-IDCW Ret 1M 0.23% Ret 1Y 8.2% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL-IBX AAA NBFC-HFC Index-Dec 2025 Fund Regular-Growth Ret 1M 0.42% Ret 1Y 7.26% Ret 3Y 0% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0.71%
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.
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
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.
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.
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
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.
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) 43
Date of Incorporation 2014-11-24
Total AUM 2025-11-30
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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