Stocks
Invest in Stocks
Invest in stocks, ETFs, IPOs with fast orders. Track returns on your stock holdings and view real-time P&L on your positions.
F&O
Mutual Funds
Invest in Mutual Funds
Invest in direct mutual funds at zero charges via lump sump investments or SIPs
JM Aggressive Hybrid Fund Direct Growth
+14.85%
3Y annualised
+0.26% 1D
NAV: 28 Aug '26
₹142.91
Min. for SIP
₹100
Fund size (AUM)
₹703.72 Cr
Expense ratio
1.16%
Rating
4
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹63,009 | +5.01% | |
| 3 years | ₹1,80,000 | ₹2,00,300 | +11.28% | |
| 5 years | ₹3,00,000 | ₹4,21,251 | +40.42% | |
| 10 years | ₹6,00,000 | ₹13,25,864 | +120.98% |
Holdings (85)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| GOVERNMENT OF INDIA 37080 GOI 16FB31 6.36 FV RS 100 | Entities | GOI Securities | 3.58% |
| Bajaj Finance Ltd | Financial | Equity | 3.54% |
| Bharti Airtel Ltd | Technology | Equity | 3.04% |
| One 97 Communications Ltd | Industrials | Equity | 3.00% |
| Coforge Ltd | Technology | Equity | 2.84% |
| Zomato Ltd | Technology | Equity | 2.58% |
| Reliance Industries Ltd | Energy & Utilities | Equity | 2.47% |
| Apollo Hospitals Enterprise Ltd | Healthcare | Equity | 2.17% |
| Kotak Mahindra Bank Ltd | Financial | Equity | 2.11% |
| ICICI Bank Ltd | Financial | Equity | 2.05% |
| Ujjivan Small Finance Bank Ltd | Financial | Equity | 1.98% |
| Metropolis Healthcare Ltd | Healthcare | Equity | 1.94% |
| HDFC Bank Ltd | Financial | Equity | 1.86% |
| PG Electroplast Ltd | Industrials | Equity | 1.85% |
| United Spirits Ltd | Consumer Staples | Equity | 1.83% |
| Larsen & Toubro Ltd | Industrials | Equity | 1.81% |
| Multi Commodity Exchange Of India Ltd | Financial | Equity | 1.80% |
| NTPC Ltd | Energy & Utilities | Equity | 1.77% |
| Eicher Motors Ltd | Consumer Discretionary | Equity | 1.76% |
| The India Cements Ltd | Materials | Equity | 1.75% |
| MAHINDRA AND MAHINDRA FINANCIAL SERVICES LIMITED SR AB2026 7.90 NCD 21FB28 FVRS1LAC | Financial | Debenture | 1.71% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 1.59% |
| RBL Bank Ltd | Financial | Equity | 1.52% |
| Interglobe Aviation Ltd | Industrials | Equity | 1.49% |
| Adani Ports and Special Economic Zone Ltd | Industrials | Equity | 1.48% |
| GOVERNMENT OF INDIA 37426 GOI 11MY36 6.94 FV RS 100 | Entities | GOI Securities | 1.47% |
| Tech Mahindra Ltd | Technology | Equity | 1.47% |
| Axis Bank Ltd | Financial | Equity | 1.46% |
| Tata Motors Ltd | Industrials | Equity | 1.40% |
| Hindustan Aeronautics Ltd | Industrials | Equity | 1.39% |
| Maruti Suzuki India Ltd | Consumer Discretionary | Equity | 1.36% |
| ICICI Prudential Life Insurance Company Ltd | Financial | Equity | 1.35% |
| AXIS BANK LIMITED CD 07DEC26 | Financial | Certificate of Deposit | 1.32% |
| Adani Enterprises Ltd | Materials | Equity | 1.28% |
| Torrent Pharmaceuticals Ltd | Healthcare | Equity | 1.27% |
| Bharat Forge Ltd | Consumer Discretionary | Equity | 1.25% |
| JSW Steel Ltd | Materials | Equity | 1.21% |
| WeWork India Management Ltd. | Industrials | Equity | 1.14% |
| Five-Star Business Finance Ltd | Financial | Equity | 1.11% |
| HDFC BANK LIMITED CD 05MAR27 | Financial | Certificate of Deposit | 1.09% |
| Union Bank of India (16/03/2027) ** # | Financial | Commercial Paper | 1.09% |
| IIFL Wealth Management Ltd | Financial | Equity | 1.09% |
| LTIMindtree Ltd | Technology | Equity | 1.08% |
| Kaynes Technology India Ltd | Industrials | Equity | 1.07% |
| MUTHOOT FINANCE LIMITED 8.60 NCD 02MR28 FVRS1LAC | Financial | Non Convertible Debenture | 1.07% |
| Motilal Oswal Financial Services Ltd | Financial | Equity | 1.04% |
| Hindustan Zinc Ltd | Materials | Equity | 1.03% |
| Adani Power Ltd | Energy & Utilities | Equity | 1.02% |
| SRF Ltd | Materials | Equity | 1.01% |
| Marico Ltd | Consumer Staples | Equity | 0.96% |
| Canara Bank | Financial | Equity | 0.94% |
| Johnson Controls - Hitachi Air Conditioning India Ltd | Industrials | Equity | 0.92% |
| Net Receivables | Unspecified | Net Receivables | 0.89% |
| Waaree Energies Ltd. | Energy & Utilities | Equity | 0.86% |
| UNO Minda Ltd | Consumer Discretionary | Equity | 0.81% |
| REC LIMITED SR 234-B 7.58 BD 31MY29 FVRS1LAC | Financial | Debenture | 0.72% |
| 360 ONE PRIME LIMITED SR VI TR I 9.61 NCD 18JN27 FVRS1000 | Financial | Debenture | 0.71% |
| GOVERNMENT OF INDIA 36981 GOI 27JN33 6.68 FV RS 100 | Entities | GOI Securities | 0.71% |
| 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% |
| Shadowfax Technologies Ltd. | Industrials | Equity | 0.68% |
| BAJAJ HOUSING FINANCE LIMITED 7.08 NCD 12JU30 FVRS1LAC | Financial | Debenture | 0.63% |
| Belrise Industries Ltd. | Consumer Discretionary | Equity | 0.61% |
| Jubilant FoodWorks Ltd | Consumer Discretionary | Equity | 0.60% |
| NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 25G 7.48 BD 15SP28 FVRS1LAC | Financial | Bonds | 0.57% |
| PUNJAB NATIONAL BANK CD 04MAR27 | Financial | Certificate of Deposit | 0.55% |
| Diamond Power Infrastructure Ltd | Industrials | Equity | 0.51% |
| POWER FINANCE CORPORATION LTD. SR-177 7.85 BD 03AP28 FVRS10LAC | Financial | Debenture | 0.36% |
| REC LIMITED SR 197 7.55 BD 11MY30 FVRS10LAC | Financial | Debenture | 0.36% |
| LIC HOUSING FINANCE LTD TR 452 7.645 NCD 21FB30 FVRS1LAC | Financial | Bonds | 0.36% |
| Indian Railway Finance Corporation Ltd SR-121 Bonds 7.27 15/06/2027 | Financial | Bonds | 0.36% |
| NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 26D 7.01 BD 16MR29 FVRS1LAC | Financial | Bonds | 0.35% |
| POWER FINANCE CORPORATION LTD. SR 200 7.40 BD 08MY30 FVRS10LAC | Financial | Non Convertible Debenture | 0.28% |
| BANK OF BARODA CD 11DEC26 | Financial | Certificate of Deposit | 0.28% |
| GOVERNMENT OF INDIA 36185 GOI 07JL40 6.68 FV RS 100 | Entities | GOI Securities | 0.28% |
| Urban Company Ltd. | Consumer Staples | Equity | 0.28% |
| S.J.S Enterprises Ltd | Consumer Discretionary | Equity | 0.25% |
| Others CBLO | Unspecified | CBLO | 0.22% |
| L&T FINANCE LIMITED SR B 8.12 NCD 29JU29 FVRS1LAC | Financial | Debenture | 0.21% |
| LIC HOUSING FINANCE LIMITED TR 434 OP I 7.70 LOA 16MY28 FVRS10LAC | Financial | Debenture | 0.21% |
| HDFC BANK LIMITED CD 21SEP26 | Financial | Certificate of Deposit | 0.21% |
| GOVERNMENT OF INDIA 35368 GOI 23DC29 6.75 FV RS 100 | Entities | GOI Securities | 0.14% |
| SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA SR IV 7.04 BD 09FB29 FVRS1LAC | Financial | Bonds | 0.14% |
| REC LIMITED SERIES 192 7.50 BD 28FB30 FVRS10LAC | Financial | Debenture | 0.07% |
| Flora Textiles Ltd | Consumer Discretionary | Equity | 0.00% |
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 | +14.8% | +14.8% | +13.3% | +13.6% |
| Category average (Hybrid Aggressive Hybrid) | +14.3% | +13.9% | +12.0% | -- |
| Rank (Hybrid Aggressive Hybrid) | 7 | 4 | 7 | -- |
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) | |
|---|---|---|---|---|
 | +17.27% | +18.73% | 1,840.69 | |
 | +7.09% | +14.97% | 3,907.28 | |
 | +4.41% | +14.93% | 52,432.51 | |
 | +9.15% | +13.79% | 88,560.56 | |
 | +5.62% | +12.24% | 4,073.07 | |
| 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 ₹14,107 Cr and the Latest NAV as of 28 Aug 2026 is ₹142.91.
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.
;
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₹14,106.86 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,