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JM Aggressive Hybrid Fund Direct Growth
Hybrid
Aggressive Hybrid
Very High Risk
+19.58%
3Y annualised
-0.03% 1D
NAV: 19 Jan '26
₹136.96
Min. SIP amount
₹100
Fund size
₹785.33 Cr
Expense ratio
0.72%
Return calculator
Monthly SIP
One time
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹62,522 | +4.20% | |
| 3 years | ₹1,80,000 | ₹2,30,167 | +27.87% | |
| 5 years | ₹3,00,000 | ₹4,75,847 | +58.62% | |
| 10 years | ₹6,00,000 | ₹14,39,399 | +139.90% |
Holdings (76)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 4.42% |
| Larsen & Toubro Ltd. | Construction | Equity | 4.06% |
| Ujjivan Small Finance Bank Ltd. | Financial | Equity | 4.03% |
| Multi Commodity Exchange Of India Ltd. | Services | Equity | 3.95% |
| Bharti Airtel Ltd. | Communication | Equity | 3.89% |
| Bajaj Finance Ltd. | Financial | Equity | 3.58% |
| Waaree Energies Ltd. | Energy | Equity | 2.91% |
| GOI | Sovereign | GOI Sec | 2.87% |
| One97 Communications Ltd. | Services | Equity | 2.81% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 2.66% |
| Coforge Ltd. | Technology | Equity | 2.65% |
| Canara Bank | Financial | Equity | 2.42% |
| Tech Mahindra Ltd. | Technology | Equity | 2.29% |
| Axis Bank Ltd. | Financial | Equity | 2.17% |
| Vedanta Ltd. | Metals & Mining | Equity | 2.15% |
| Eternal Ltd. | Services | Equity | 2.12% |
| GOI | Sovereign | GOI Sec | 1.85% |
| ICICI Bank Ltd. | Financial | Equity | 1.71% |
| Five-Star Business Finance Ltd. | Financial | Equity | 1.69% |
| Jubilant FoodWorks Ltd. | Services | Equity | 1.68% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 1.67% |
| Polycab India Ltd. | Capital Goods | Equity | 1.60% |
| PG Electroplast Ltd. | Capital Goods | Equity | 1.56% |
| Kaynes Technology India Ltd. | Capital Goods | Equity | 1.54% |
| Metropolis Healthcare Ltd. | Healthcare | Equity | 1.54% |
| Hindustan Aeronautics Ltd. | Capital Goods | Equity | 1.51% |
| Interglobe Aviation Ltd. | Services | Equity | 1.48% |
| Tata Consultancy Services Ltd. | Technology | Equity | 1.43% |
| Small Industries Devp. Bank of India Ltd. | Financial | Bonds | 1.29% |
| Jyoti CNC Automation Ltd. | Capital Goods | Equity | 1.27% |
| GOI | Sovereign | GOI Sec | 1.27% |
| Eicher Motors Ltd. | Automobile | Equity | 1.24% |
| TD Power Systems Ltd. | Capital Goods | Equity | 1.16% |
| United Spirits Ltd. | Consumer Staples | Equity | 1.16% |
| Bikaji Foods International Ltd. | Consumer Staples | Equity | 1.14% |
| GOI | Sovereign | GOI Sec | 1.00% |
| Union Bank of India | Financial | CD | 0.99% |
| CG Power and Industrial Solutions Ltd. | Capital Goods | Equity | 0.99% |
| Cohance Lifesciences Ltd. | Healthcare | Equity | 0.94% |
| Small Industries Devp. Bank of India Ltd. | Financial | Bonds | 0.90% |
| ICICI Prudential Asset Management Company Ltd. | Financial | Equity | 0.89% |
| Camlin Fine Sciences Ltd. | Chemicals | Equity | 0.84% |
| Optiemus Infracom Ltd. | Services | Equity | 0.83% |
| GOI | Sovereign | GOI Sec | 0.75% |
| Leela Palaces Hotels & Resorts Ltd. | Services | Equity | 0.68% |
| Subros Ltd. | Automobile | Equity | 0.67% |
| HDFC Bank Ltd. | Financial | Debenture | 0.65% |
| REC Ltd. | Financial | Debenture | 0.65% |
| Bajaj Housing Finance Ltd. | Financial | Bonds/NCD | 0.65% |
| Muthoot Finance Ltd. | Financial | Bonds | 0.65% |
| LIC Housing Finance Ltd. | Financial | Bonds | 0.64% |
| 360 ONE Wealth Ltd. | Financial | Debenture | 0.64% |
| Piramal Finance Pvt. Ltd. | Financial | Bonds/NCD | 0.64% |
| Jamnagar Utilities and Power Pvt. Ltd. | Capital Goods | NCD | 0.63% |
| GOI | Sovereign | GOI Sec | 0.59% |
| The India Cements Ltd. | Construction | Equity | 0.58% |
| Hi-Tech Pipes Ltd. | Metals & Mining | Equity | 0.58% |
| Bajaj Housing Finance Ltd. | Financial | Debenture | 0.57% |
| GOI | Sovereign | GOI Sec | 0.52% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 0.52% |
| Exicom Tele-Systems Ltd. | Energy | Equity | 0.48% |
| Power Finance Corporation Ltd. | Financial | Debenture | 0.33% |
| REC Ltd. | Financial | Debenture | 0.32% |
| Blue Jet Healthcare Ltd. | Healthcare | Equity | 0.32% |
| LIC Housing Finance Ltd. | Financial | Bonds | 0.32% |
| Indian Railway Finance Corporation Ltd. | Financial | Bonds | 0.32% |
| ICICI Home Finance Company Ltd. | Financial | FRB | 0.32% |
| GOI | Sovereign | GOI Sec | 0.26% |
| REC Ltd. | Financial | Debenture | 0.26% |
| LIC Housing Finance Ltd. | Financial | NCD | 0.25% |
| Power Finance Corporation Ltd. | Financial | Debenture | 0.25% |
| NTPC Ltd. | Energy | Debenture | 0.25% |
| Muthoot Finance Ltd. | Financial | Debenture | 0.13% |
| Bajaj Finance Ltd. | Financial | Bonds/NCD | 0.13% |
| REC Ltd. | Financial | Debenture | 0.06% |
| Anirit Ventures Ltd. | Textiles | 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 | +19.6% | +17.5% | +14.1% | +13.9% |
| Category average (Hybrid Aggressive Hybrid) | +14.3% | +13.9% | +12.0% | -- |
| Rank (Hybrid Aggressive Hybrid) | 4 | 7 | 9 | -- |
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) | |
|---|---|---|---|---|
JM Aggressive Hybrid Fund Direct Growth | +2.80% | +19.58% | 785.33 | |
ICICI Prudential Equity & Debt Fund Direct Growth | +13.09% | +19.35% | 49,640.80 | |
Edelweiss Aggressive Hybrid Fund Direct Growth | +8.36% | +17.93% | 3,480.41 | |
Nippon India Aggressive Hybrid Fund Direct Growth | +8.81% | +15.50% | 4,102.00 | |
Franklin India Aggressive Hybrid Fund Direct Growth | +6.04% | +14.99% | 2,379.64 | |
| Compare | ||||
Fund management
SRSatish RamanathanOct 2024 - PresentView details
SR
Satish Ramanathan
Oct 2024 - Present
View details
ABAsit BhandarkarDec 2021 - PresentView details
AB
Asit Bhandarkar
Dec 2021 - Present
View details
RFRuchi FozdarOct 2024 - PresentView details
RF
Ruchi Fozdar
Oct 2024 - Present
View details
DGDeepak GuptaApr 2025 - PresentView details
DG
Deepak Gupta
Apr 2025 - Present
View details
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 ₹13,584 Cr and the Latest NAV as of 19 Jan 2026 is ₹136.96.
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₹13,583.66 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,