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JM Aggressive Hybrid Fund (Regular) -Growth Option

(Erstwhile JM Balanced Fund-Growth)

Category: Hybrid: Aggressive
Launch Date: 01-04-1995
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 35+65 Aggressive TRI
Expense Ratio: 2.35% As on (31-05-2024)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 100.0
Total Assets: 305.67 Cr As on (31-05-2024)
Turn over: 115.33
NAV as on Mon Jun 24 00:00:00 IST 2024

122.5764

0.2 (0.1632%)

CAGR Since Inception

12.81%

CRISIL Hybrid 35+65 Aggressive TRI 12.6%

PERFORMANCE of JM Aggressive Hybrid Fund (Regular) -Growth Option

Scheme Performance (%) Data as on - 24-06-2024

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
JM Aggressive Hybrid Fund (Regular) -Growth Option 58.54 24.79 23.96 13.59 12.81
Benchmark - - - - -
Hybrid: Aggressive 32.05 16.05 16.26 13.03 14.01

Yearly Performance (%)

Fund Managers

Asit Bhandarkar, Chaitanya Choksi, Gurvinder Singh Wasan

Investment Objective

The scheme aims at steady current income as well as long term growth of capital from a balanced portfolio of debt and equity.

RETURNS CALCULATOR for JM Aggressive Hybrid Fund (Regular) -Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of JM Aggressive Hybrid Fund (Regular) -Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
JM Aggressive Hybrid Fund (Regular) -Growth Option 10.95 1.47 10.28 0.74 7.29 6.05
Hybrid: Aggressive - - - - - -

PEER COMPARISION of JM Aggressive Hybrid Fund (Regular) -Growth Option

Period
Data as on - 24-06-2024
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
JM Aggressive Hybrid Fund (Regular) -Growth Option 01-04-1995 58.54 40.32 24.79 23.96 13.59
BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN GROWTH 05-07-2016 52.25 36.13 22.89 25.05 0.0
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 38.88 29.68 24.01 21.24 16.54
Quant Absolute Fund - Growth Option - Regular Plan 21-03-2001 38.54 27.46 20.05 25.38 17.39
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth 15-06-2018 38.15 27.58 16.33 15.12 0.0
HSBC Aggressive Hybrid Fund - Regular Growth 30-01-2013 35.56 27.45 15.99 15.18 13.1
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 35.26 27.16 17.91 0.0 0.0
UTI Aggressive Hybrid Fund - Regular Plan - Growth 20-03-1995 34.48 27.28 18.65 17.64 12.9
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 33.99 27.82 19.18 17.85 13.65
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth Option 12-08-2009 33.84 27.69 19.08 17.79 13.6

PORTFOLIO ANALYSIS of JM Aggressive Hybrid Fund (Regular) -Growth Option

Asset Allocation (%)