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JM Aggressive Hybrid Fund
Aggressive HybridRank #16
4/5
NAV (2026-09-11)
₹120.43
AUM
₹699.77 Cr
Exp. Ratio: 2.68%
RISK LEVEL
Very High
Returns & Performance
1 Year-0.94%2.57% vs cat avgRank #32
3 Year10.74%1.03% vs cat avgRank #13
5 Year11.74%2.49% vs cat avgRank #4
Since Launch12.05%1.34% vs cat avg
Fund vs Category Average
1Y
-0.94%-2.57%
3Y
10.74%+1.03%
5Y
11.74%+2.49%
Pros & Cons
Pros
✔Strong 3Y track record vs category
✔Above category avg 5Y returns
✔No lock-in period
Cons
✖1Y returns trail category average
✖Higher expense ratio (2.68%)
✖1Y category rank outside top 15 (#32)
✖Overall rank #16 in category
✖Returns since launch below category avg
ISININF192K01544
NAV₹120.43
NAV Date2026-09-11
AUM₹699.77 Cr
Expense Ratio2.68%
RiskVery High
Rating4 / 5
Min SIP Amount₹100
Max SIP Amount₹999999999
Min Additional Inv.₹100
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.1994-09-15
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.
Exit Load1.00%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.
Deepak Gupta
C.A, M.Com from Mumbai University
Prior to Joining the JM AMC, he has worked with SBI Pension Funds Private Limited, Reliance Nippon Life Insurance and Access Asset Managers Private Limited
Common questions about this fund, answered from scheme data
The latest Net Asset Value (NAV) of JM Aggressive Hybrid Fund is ₹120.43 as of 2026-09-11.
JM Aggressive Hybrid Fund is classified as a Aggressive Hybrid fund.
JM Aggressive Hybrid Fund is managed by JM Financial Mutual Fund.
The Assets Under Management (AUM) of JM Aggressive Hybrid Fund is ₹699.77 Cr.
The expense ratio of JM Aggressive Hybrid Fund is 2.68%.
JM Aggressive Hybrid Fund is managed by Deepak Gupta.
The minimum SIP investment for JM Aggressive Hybrid Fund is ₹100.
The exit load for JM Aggressive Hybrid Fund is 1%.
As per the SEBI Riskometer, JM Aggressive Hybrid Fund carries a Very High risk level.
JM Aggressive Hybrid Fund has delivered -0.94% (1Y), 10.74% (3Y) and 11.74% (5Y) annualised returns as of 2026-09-11.
JM Aggressive Hybrid Fund was launched on 1994-09-15.
Open an account with Indiabulls Securities, complete your KYC, and invest via SIP or a one-time lumpsum through our platform.
A Systematic Investment Plan (SIP) lets you invest a fixed amount at regular intervals (e.g., monthly) instead of a single lumpsum.
There is no separate brokerage on mutual fund units. The AMC charges an expense ratio, which is already reflected in the NAV. An exit load may apply if you redeem before the specified period.
Mutual fund NAVs are declared once per business day after market close, in line with SEBI norms.
The FAQs above are generated from data provided by the AMC and are for educational purposes only. They do not constitute financial advice, buy/sell recommendations, or return guarantees. Mutual fund investments are subject to market risks — read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.
