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Invest in direct mutual funds at zero charges via lump sump investments or SIPs
JM Aggressive Hybrid Fund Direct Growth
+15.26%
3Y annualised
-0.56% 1D
NAV: 10 Jun '26
₹129.48
Min. for SIP
₹100
Fund size (AUM)
₹701.44 Cr
Expense ratio
1.18%
Rating
4
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹57,610 | -3.98% | |
| 3 years | ₹1,80,000 | ₹1,87,322 | +4.07% | |
| 5 years | ₹3,00,000 | ₹3,93,622 | +31.21% | |
| 10 years | ₹6,00,000 | ₹12,32,738 | +105.46% |
Holdings (74)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| GOVERNMENT OF INDIA 36574 GOI 06OT35 6.48 FV RS 100 | Entities | GOI Securities | 3.47% |
| Multi Commodity Exchange Of India Ltd | Financial | Equity | 3.46% |
| Net Receivables | Unspecified | Net Receivables | 3.34% |
| Bharti Airtel Ltd | Technology | Equity | 3.33% |
| Bajaj Finance Ltd | Financial | Equity | 3.14% |
| HDFC Bank Ltd | Financial | Equity | 3.14% |
| NTPC Ltd | Energy & Utilities | Equity | 2.93% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 2.71% |
| One 97 Communications Ltd | Industrials | Equity | 2.45% |
| Tech Mahindra Ltd | Technology | Equity | 2.37% |
| Larsen & Toubro Ltd | Industrials | Equity | 2.29% |
| Ujjivan Small Finance Bank Ltd | Financial | Equity | 2.12% |
| Zomato Ltd | Technology | Equity | 2.11% |
| Apollo Hospitals Enterprise Ltd | Healthcare | Equity | 2.03% |
| Maruti Suzuki India Ltd | Consumer Discretionary | Equity | 1.99% |
| Coforge Ltd | Technology | Equity | 1.98% |
| Canara Bank | Financial | Equity | 1.98% |
| GOVERNMENT OF INDIA 36232 GOI 21JL30 6.01 FV RS 100 | Entities | GOI Securities | 1.92% |
| JSW Steel Ltd | Materials | Equity | 1.80% |
| ICICI Bank Ltd | Financial | Equity | 1.80% |
| Axis Bank Ltd | Financial | Equity | 1.78% |
| Eicher Motors Ltd | Consumer Discretionary | Equity | 1.78% |
| Kaynes Technology India Ltd | Industrials | Equity | 1.74% |
| Adani Ports and Special Economic Zone Ltd | Industrials | Equity | 1.64% |
| PG Electroplast Ltd | Industrials | Equity | 1.62% |
| Metropolis Healthcare Ltd | Healthcare | Equity | 1.60% |
| The India Cements Ltd | Materials | Equity | 1.53% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 1.46% |
| ICICI Prudential Asset Management Company Ltd. | Financial | Equity | 1.41% |
| Interglobe Aviation Ltd | Industrials | Equity | 1.41% |
| Jubilant FoodWorks Ltd | Consumer Discretionary | Equity | 1.41% |
| United Spirits Ltd | Consumer Staples | Equity | 1.38% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 1.37% |
| KOTAK MAHINDRA BANK LIMITED CD 21DEC26 | Financial | Certificate of Deposit | 1.36% |
| Tata Motors Ltd | Industrials | Equity | 1.31% |
| Hindustan Aeronautics Ltd | Industrials | Equity | 1.30% |
| Others CBLO | Unspecified | CBLO | 1.28% |
| GOVERNMENT OF INDIA 37080 GOI 16FB31 6.36 FV RS 100 | Entities | GOI Securities | 1.26% |
| Waaree Energies Ltd. | Energy & Utilities | Equity | 1.22% |
| Polycab India Ltd | Industrials | Equity | 1.16% |
| ICICI Prudential Life Insurance Company Ltd | Financial | Equity | 1.15% |
| CANARA BANK CD 12JAN27 | Financial | Certificate of Deposit | 1.09% |
| HDFC BANK LIMITED CD 05MAR27 | Financial | Certificate of Deposit | 1.07% |
| MUTHOOT FINANCE LIMITED 8.60 NCD 02MR28 FVRS1LAC | Financial | Non Convertible Debenture | 1.07% |
| Bharat Forge Ltd | Consumer Discretionary | Equity | 1.07% |
| Five-Star Business Finance Ltd | Financial | Equity | 0.98% |
| Asian Paints Ltd | Materials | Equity | 0.98% |
| Suven Pharmaceuticals Ltd | Healthcare | Equity | 0.97% |
| LTIMindtree Ltd | Technology | Equity | 0.85% |
| Bikaji Foods International Ltd | Consumer Staples | Equity | 0.79% |
| Marico Ltd | Consumer Staples | Equity | 0.76% |
| 360 ONE PRIME LIMITED SR VI TR I 9.61 NCD 18JN27 FVRS1000 | Financial | Debenture | 0.72% |
| PIRAMAL FINANCE LIMITED 8.75 NCD 29OCT27 FVRS1LAC | Financial | Bonds/NCDs | 0.71% |
| MUTHOOT FINANCE LIMITED SR 28-A OP I 8.40 NCD 28AG28 FVRS1LAC | Financial | Bonds | 0.71% |
| REC LIMITED SR 234-B 7.58 BD 31MY29 FVRS1LAC | Financial | Debenture | 0.71% |
| GOVERNMENT OF INDIA 35943 GOI 05MY35 6.33 FV RS 100 | Entities | GOI Securities | 0.68% |
| GOI Sec 7.18 14/08/2033 | Entities | GOI Securities | 0.65% |
| BAJAJ HOUSING FINANCE LIMITED 7.08 NCD 12JU30 FVRS1LAC | Financial | Debenture | 0.62% |
| NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 25G 7.48 BD 15SP28 FVRS1LAC | Financial | Bonds | 0.57% |
| BAJAJ FINANCIAL SECURITIES LIMITED 91D CP 10JUN26 | Financial | Commercial Paper | 0.57% |
| Schloss Bangalore Ltd. | Consumer Discretionary | Equity | 0.54% |
| PUNJAB NATIONAL BANK CD 04MAR27 | Financial | Certificate of Deposit | 0.54% |
| POWER FINANCE CORPORATION LTD. SR-177 7.85 BD 03AP28 FVRS10LAC | Financial | Debenture | 0.36% |
| Indian Railway Finance Corporation Ltd SR-121 Bonds 7.27 15/06/2027 | Financial | Bonds | 0.36% |
| REC LIMITED SR 197 7.55 BD 11MY30 FVRS10LAC | Financial | Debenture | 0.35% |
| LIC HOUSING FINANCE LTD TR 452 7.645 NCD 21FB30 FVRS1LAC | Financial | Bonds | 0.35% |
| REC LIMITED SR 234-A 7.70 BD 31AG26 FVRS1LAC | Financial | Debenture | 0.29% |
| CANARA BANK CD 10JUN26 | Financial | Certificate of Deposit | 0.28% |
| LIC HOUSING FINANCE LTD TR 456 6.90 NCD 17SP27 FVRS1LAC | Financial | Non Convertible Debenture | 0.28% |
| GOVERNMENT OF INDIA 35368 GOI 23DC29 6.75 FV RS 100 | Entities | GOI Securities | 0.14% |
| BAJAJ FINANCE LIMITED 7.60 NCD 25AG27 FVRS10LAC | Financial | Bonds/NCDs | 0.14% |
| CANARA BANK CD 15SEP26 | Financial | Certificate of Deposit | 0.14% |
| REC LIMITED SERIES 192 7.50 BD 28FB30 FVRS10LAC | Financial | Debenture | 0.07% |
| Flora Textiles Ltd | Consumer Discretionary | Equity | 0.04% |
See All
Minimum investments
Min. for 1st investment
₹1,000
Min. for 2nd investment
₹100
Min. for SIP
₹100
Returns and rankings
Annualised returns
Absolute returns
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +15.3% | +13.6% | +12.6% | +13.0% |
| Category average (Hybrid Aggressive Hybrid) | +14.3% | +13.9% | +12.0% | -- |
| Rank (Hybrid Aggressive Hybrid) | 6 | 6 | 12 | -- |
Exit load, stamp duty and tax
Exit load
Exit load of 1%, if redeemed within 60 days.
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
 | +0.65% | +16.03% | 50,032.71 | |
 | -0.22% | +14.94% | 3,627.22 | |
 | +1.58% | +13.47% | 84,010.97 | |
 | -1.33% | +12.34% | 3,937.15 | |
 | -4.20% | +11.96% | 2,305.63 | |
| Compare | ||||
Fund management
SRSatish RamanathanOct 2024 - PresentView details
SR
Satish Ramanathan
Oct 2024 - Present
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RFRuchi FozdarOct 2024 - PresentView details
RF
Ruchi Fozdar
Oct 2024 - Present
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ABAsit BhandarkarDec 2021 - PresentView details
AB
Asit Bhandarkar
Dec 2021 - Present
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DGDeepak GuptaApr 2025 - PresentView details
DG
Deepak Gupta
Apr 2025 - Present
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About JM Aggressive Hybrid Fund Direct Growth
JM Aggressive Hybrid Fund Direct Growth is a Hybrid Mutual Fund Scheme launched by JM Financial Mutual Fund. This scheme was made available to investors on 15 Sep 1994. Satish Ramanathan is the Current Fund Manager of JM Aggressive Hybrid Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹13,427 Cr and the Latest NAV as of 10 Jun 2026 is ₹129.48.
The JM Aggressive Hybrid Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹1,000. Exit load of 1%, if redeemed within 60 days.
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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.
Fund benchmarkCRISIL Hybrid 35+65 Aggressive Index
Fund house
Rank (total assets)#32 in India
Total AUM₹13,426.97 Cr
Date of Incorporation15 Sep 1994
Launch Date15 Sep 1994
AddressOne International Centre, 22nd Floor,Tower 2, Senapati Bapat Marg,Prabhadevi, Mumbai Mumbai 400013
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,