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JM Aggressive Hybrid Fund-Reg(G)

FAQ : JM Aggressive Hybrid Fund - Regular Plan - Growth

JM Aggressive Hybrid Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) N/A 9.94 10.59 11.01
Average Rolling Returns(%) 15.35 13.33 12.83 10.71

The Current NAV of JM Aggressive Hybrid Fund - Regular Plan - Growth is ₹122.42.

You should look for a fund with better more consistent performance track record. Funds returns are more likely to be different than its benchmark NIFTY 50 returns, as Funds portfolio is significantly different.

JM Aggressive Hybrid Fund - Regular Plan - Growth fund’s expense ratio is 2.06%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of JM Aggressive Hybrid Fund - Regular Plan - Growth is currently ₹636 Crores.

The Top three stocks are Bharti Airtel, Eternal and Kotak Mahindra Bank and account for 9% of its portfolio. Top 5 and 10 stocks of fund account for 14% and 25% of fund’s portfolio respectively.

Top three sectors of JM Aggressive Hybrid Fund - Regular Plan - Growth fund are Others, BFSI and Auto accounting for 47% of the total portfolio.

Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Hybrid - Aggressive Hybrid Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of JM Aggressive Hybrid Fund - Regular Plan - Growth Fund is Hybrid - Aggressive Hybrid Fund.

Asit Bhandarkar and Satish Ramanathan manage the JM Aggressive Hybrid Fund - Regular Plan - Growth Fund.

JM Aggressive Hybrid Fund - Regular Plan - Growth current PE ratio is 39.03 and PB ratio is 7.20

The asset allocation of JM Aggressive Hybrid Fund - Regular Plan - Growth is Stocks : 78.08%, Debt : 21.91% and Gold : 0%

The minimum SIP amount for JM Aggressive Hybrid Fund - Regular Plan - Growth is ₹1000.00 and minimum lumpsum is ₹1000.00

The exit load for JM Aggressive Hybrid Fund - Regular Plan - Growth is 1% on or before 60 days, Nil after 60 days