JM Aggressive Hybrid Fund Direct Quarterly Bonus

Hybrid
Aggressive Hybrid
Very High Risk
Payout
22.85%
3Y annualised
+0.37% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 14 Oct 2024₹147.59
Min. SIP amountNot Supported
Rating5
Fund size₹642.94Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Hybrid Aggressive Hybrid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns45.6%22.9%27.6%16.0%
Category average30.7%13.5%17.9%NA
Rank with in category223NA
Understand terms

Holdings (65)

NameSectorInstrumentAssets
FinancialEquity5.12%
GOI
SovereignGOI Sec4.06%
FinancialEquity3.23%
SovereignGOI Sec2.73%
Consumer StaplesEquity2.61%
Consumer StaplesEquity2.50%
FinancialEquity2.40%
AutomobileEquity2.36%
TechnologyEquity2.33%
Consumer DiscretionaryEquity2.15%
See All

Expense ratio, exit load and tax

Expense ratio: 0.53%

Inclusive of GST

Exit load

Exit load of 1%, if redeemed within 60 days.

Stamp duty

0.005% (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%.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund house & investment objective

Fund house contact details

Address
Office B-8th Floor-Cnergy,Appasaheb Marathe Marg,Prabhadevi, Mumbai 400025
Phone
022-33797777 / 1800-103-8345
Launch Date
15 Sep 1994
E-mail
NA
JM Financial Mutual Fund
Asset Management Company
Custodian
HDFC Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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