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Invest in direct mutual funds at zero charges via lump sump investments or SIPs
JM Aggressive Hybrid Fund Direct Growth
+17.56%
3Y annualised
-0.22% 1D
NAV: 21 May '26
₹131.76
Min. for SIP
₹100
Fund size (AUM)
₹701.44 Cr
Expense ratio
1.02%
Rating
4
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹58,540 | -2.43% | |
| 3 years | ₹1,80,000 | ₹1,93,121 | +7.29% | |
| 5 years | ₹3,00,000 | ₹4,03,906 | +34.64% | |
| 10 years | ₹6,00,000 | ₹12,61,076 | +110.18% |
Holdings (72)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| GOI | Sovereign | GOI Sec | 3.47% |
| Multi Commodity Exchange Of India Ltd. | Services | Equity | 3.46% |
| Bharti Airtel Ltd. | Communication | Equity | 3.33% |
| Bajaj Finance Ltd. | Financial | Equity | 3.14% |
| HDFC Bank Ltd. | Financial | Equity | 3.14% |
| NTPC Ltd. | Energy | Equity | 2.93% |
| Reliance Industries Ltd. | Energy | Equity | 2.71% |
| One97 Communications Ltd. | Services | Equity | 2.45% |
| Tech Mahindra Ltd. | Technology | Equity | 2.37% |
| Larsen & Toubro Ltd. | Construction | Equity | 2.29% |
| Ujjivan Small Finance Bank Ltd. | Financial | Equity | 2.12% |
| Eternal Ltd. | Services | Equity | 2.11% |
| Apollo Hospitals Enterprise Ltd. | Healthcare | Equity | 2.03% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 1.99% |
| Coforge Ltd. | Technology | Equity | 1.98% |
| Canara Bank | Financial | Equity | 1.98% |
| GOI | Sovereign | GOI Sec | 1.92% |
| JSW Steel Ltd. | Metals & Mining | Equity | 1.80% |
| ICICI Bank Ltd. | Financial | Equity | 1.80% |
| Axis Bank Ltd. | Financial | Equity | 1.78% |
| Eicher Motors Ltd. | Automobile | Equity | 1.78% |
| Kaynes Technology India Ltd. | Capital Goods | Equity | 1.74% |
| Adani Ports and Special Economic Zone Ltd. | Services | Equity | 1.64% |
| PG Electroplast Ltd. | Capital Goods | Equity | 1.62% |
| Metropolis Healthcare Ltd. | Healthcare | Equity | 1.60% |
| The India Cements Ltd. | Construction | Equity | 1.53% |
| Mahindra & Mahindra Ltd. | Automobile | Equity | 1.46% |
| ICICI Prudential Asset Management Company Ltd. | Financial | Equity | 1.41% |
| Interglobe Aviation Ltd. | Services | Equity | 1.41% |
| Jubilant FoodWorks Ltd. | Services | Equity | 1.41% |
| United Spirits Ltd. | Consumer Staples | Equity | 1.38% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 1.37% |
| Kotak Mahindra Bank Ltd. | Financial | CD | 1.36% |
| Tata Motors Ltd. | Automobile | Equity | 1.31% |
| Hindustan Aeronautics Ltd. | Capital Goods | Equity | 1.30% |
| GOI | Sovereign | GOI Sec | 1.26% |
| Waaree Energies Ltd. | Energy | Equity | 1.22% |
| Polycab India Ltd. | Capital Goods | Equity | 1.16% |
| ICICI Prudential Life Insurance Company Ltd. | Insurance | Equity | 1.15% |
| Canara Bank | Financial | CD | 1.09% |
| HDFC Bank Ltd. | Financial | CD | 1.07% |
| Muthoot Finance Ltd. | Financial | NCD | 1.07% |
| Bharat Forge Ltd. | Automobile | Equity | 1.07% |
| Five-Star Business Finance Ltd. | Financial | Equity | 0.98% |
| Asian Paints Ltd. | Chemicals | Equity | 0.98% |
| Cohance Lifesciences Ltd. | Healthcare | Equity | 0.97% |
| LTM Limited | Technology | Equity | 0.85% |
| Bikaji Foods International Ltd. | Consumer Staples | Equity | 0.79% |
| Marico Ltd. | Consumer Staples | Equity | 0.76% |
| 360 ONE Wealth Ltd. | Financial | Debenture | 0.72% |
| Piramal Finance Pvt. Ltd. | Financial | Bonds/NCD | 0.71% |
| Muthoot Finance Ltd. | Financial | Bonds | 0.71% |
| REC Ltd. | Financial | Debenture | 0.71% |
| GOI | Sovereign | GOI Sec | 0.68% |
| GOI | Sovereign | GOI Sec | 0.65% |
| Bajaj Housing Finance Ltd. | Financial | Debenture | 0.62% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 0.57% |
| Bajaj Financial Securities Ltd. | Financial | CP | 0.57% |
| Leela Palaces Hotels & Resorts Ltd. | Services | Equity | 0.54% |
| Punjab National Bank | Financial | CD | 0.54% |
| Power Finance Corporation Ltd. | Financial | Debenture | 0.36% |
| Indian Railway Finance Corporation Ltd. | Financial | Bonds | 0.36% |
| REC Ltd. | Financial | Debenture | 0.35% |
| LIC Housing Finance Ltd. | Financial | Bonds | 0.35% |
| REC Ltd. | Financial | Debenture | 0.29% |
| Canara Bank | Financial | CD | 0.28% |
| LIC Housing Finance Ltd. | Financial | NCD | 0.28% |
| GOI | Sovereign | GOI Sec | 0.14% |
| Bajaj Finance Ltd. | Financial | Bonds/NCD | 0.14% |
| Canara Bank | Financial | CD | 0.14% |
| REC Ltd. | Financial | Debenture | 0.07% |
| 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 | +17.6% | +14.6% | +13.3% | +13.2% |
| Category average (Hybrid Aggressive Hybrid) | +14.3% | +13.9% | +12.0% | -- |
| Rank (Hybrid Aggressive Hybrid) | 3 | 7 | 10 | -- |
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 | -1.33% | +17.56% | 701.44 | |
ICICI Prudential Equity & Debt Fund Direct Growth | +3.07% | +17.34% | 50,367.73 | |
Edelweiss Aggressive Hybrid Fund Direct Growth | +2.92% | +16.50% | 3,627.22 | |
Nippon India Aggressive Hybrid Fund Direct Growth | +1.51% | +13.72% | 3,958.21 | |
Franklin India Aggressive Hybrid Fund Direct Growth | -2.18% | +13.20% | 2,305.63 | |
| Compare | ||||
Fund management
SRSatish RamanathanOct 2024 - PresentView details
SR
Satish Ramanathan
Oct 2024 - Present
View details
RFRuchi FozdarOct 2024 - PresentView details
RF
Ruchi Fozdar
Oct 2024 - Present
View details
ABAsit BhandarkarDec 2021 - PresentView details
AB
Asit Bhandarkar
Dec 2021 - 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 ₹13,427 Cr and the Latest NAV as of 21 May 2026 is ₹131.76.
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,