← JM Financial Mutual Fund
JM Aggressive Hybrid Fund (Direct) - Bonus Option - Principal Units
Open Ended Schemes(Hybrid Scheme - Aggressive Hybrid Fund)Very High Risk★★★★★vs CRISIL Hybrid 35+65 - Aggressive IndexISIN INF192K01GP0
NAV · 27-Jan-2025
₹131.1849
1M
-8.92%
6M
-10.51%
1Y (CAGR)
+12.87%
3Y (CAGR)
+20.56%
5Y (CAGR)
+23.50%
Since inception (CAGR)
+13.12%
NAV history
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Risk & SIP analytics
Q1 · TOP · 3Y in categoryVolatility (3y)
12.02%
Downside dev (3y)
10.11%
Max drawdown (3y)
-12.9%
Sharpe (3y)
1.17
SIP XIRR (3y)
+22.06%
SIP XIRR (5y)
+22.74%
Calendar-year returns
2019 -7.2%2020 +31.5%2021 +23.9%2022 +9.1%2023 +35.5%2024 +29.3%
Fund facts
Fund managerSatish Ramanathan · Asit Bhandarkar · Ruchi Fozdar · Deepak Gupta
AUM₹6,918 Cr
Expense ratio0.74% · 2026-05-31
Launch date01-Apr-1995
Plan typeOpen Ended · Hybrid
Min lumpsum₹1,000
Min SIP₹0
Lock-inNone
Volatility14.52
AMCJM Financial Asset Management Limited
Objective · The investment objective of the Scheme is to provide steady current income as well as long term growth of capital. There can be no assurance that the investment objective of the scheme will be realized. The scheme does not guarantee/ indicate any returns. Investors are required to read all the scheme related information carefully.
scheme documents ↗