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Home / Mutual Funds / JM Aggressive Hybrid Fund

JM Aggressive Hybrid Fund Direct Growth

Direct Plan · GrowthAggressive HybridJM Financial Mutual Fund
₹135.9033
+0.77% 1D · NAV as of 5 Oct 2026
Fund size
₹696 Cr
Launched
3 Jan 2013
Volatility (3Y)
12.6%
Worst fall (5Y)
-17.0%
Featured in: Top Aggressive Hybrid Funds

NAV history

+79.66% over 5Y
Oct 2021Low ₹68.829 · High ₹145.9654Oct 2026

Returns

PeriodReturnType
1 month-3.85%Absolute
6 months+9.60%Absolute
1 year-1.39%CAGR
3 years+11.93%CAGR
5 years+12.05%CAGR
10 years+12.63%CAGR
Since launch+13.05%CAGR · from 3 Jan 2013

CAGR = annualised return. Periods under a year are absolute. Returns are NAV-based and before any exit load or tax.

If you had started a ₹10,000 SIP

3 years ago
Invested
₹3,60,000
Value today
₹3,74,513
XIRR
+2.71%
5 years ago
Invested
₹6,00,000
Value today
₹7,92,284
XIRR
+11.38%

Assumes ₹10,000 invested on the first NAV date of every month. Try your own numbers in the SIP calculator.

Top holdings

As of Aug 2026 · 81 holdings · top 10 = 27.6%
CompanySectorWeight
One 97 CommunicationsFinancial Services3.64%
6.36% GOI 16-Feb-2031Debt3.58%
CoforgeIT3.29%
EternalConsumer Discretionary2.81%
Bajaj FinanceFinancial Services2.70%
Bharti AirtelTelecom2.61%
Reliance IndustriesEnergy2.43%
Kotak Mahindra BankFinancial Services2.28%
Apollo Hospitals EnterpriseHealthcare2.16%
ICICI BankFinancial Services2.09%
Multi Commodity Exchange of IndiaFinancial Services2.01%
Ujjivan Small Finance BankFinancial Services1.91%
United SpiritsConsumer Staples1.81%
Eicher MotorsAutomobiles1.80%
7.9% Mahindra & Mahindra Financial Serv Ltd. 21-FEB-2028Debt1.71%
Sector mix
Financial Services25.1%
Debt20.1%
Industrials9.6%
Consumer Discretionary7.9%
Automobiles7.3%
IT5.9%
Materials5.7%
Healthcare4.9%

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About this fund

An aggressive hybrid fund keeps 65–80% in equities and 20–35% in debt, cushioning some equity volatility.

SEBI category: Hybrid Schemes - Aggressive Hybrid Fund · ISIN INF192K01BQ9

Other aggressive hybrid funds

ICICI Prudential Aggressive Hybrid Fund+12.42% 3YMirae Asset Aggressive Hybrid Fund+10.53% 3YKotak Aggressive Hybrid Fund+12.21% 3YUTI Aggressive Hybrid Fund+9.80% 3YNippon India Aggressive Hybrid Fund+9.73% 3YEdelweiss Aggressive Hybrid Fund+12.31% 3YMahindra Manulife Aggressive Hybrid Fund+10.74% 3Yquant Aggressive Hybrid Fund+13.11% 3Y

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Is this fund right for you?

Past returns are one input. Whether a fund fits depends on your goals, horizon, taxes and what you already hold. Sulekha Sen reviews that with you — fee-only.

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Mutual fund investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data: AMFI, via the open TigZig MF NAV API, as of 5 Oct 2026. Fund size: AMFI quarterly average AUM. Holdings: each AMC’s SEBI-mandated monthly portfolio disclosure. Shown for information only — not a recommendation to buy, sell or hold any scheme.