JM Aggressive Hybrid Fund - Direct (G) logo

JM Aggressive Hybrid Fund Direct Growth

NAV ₹140.92 as on 17 Nov 2025

RiskVery High

Fund Size₹815.80Cr

NAV₹140.92 as on 17 Nov 2025
RiskVery High
Fund Size₹815.80Cr

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Investment Details
Top Rated Funds

Lock-in

No Lock-in

Min One Time Amount

₹1,000

Min Withdrawal Amount

₹-

Min SIP Amount

₹100

Min Additional Amount

₹100

Exit Load

1.00% - If redeemed / switched out within 60 days from the date of allotment. Nil - If redeemed/switched out after 60 days from the date of allotment.

Basic Details

Age

12 years 10 months (Since Jan 03, 2013)

Return since Launch

14.32%

Expense ratio

0.66%

Type

OPEN

AUM (Fund Size)

₹815.80

Risk Grade

Very High

Benchmark

CRISIL Hybrid 35+65 - Aggressive Index

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Returns
Total investment of ₹2,40,000
Would have become ₹61,949 (+209.74%)
Fund Manager

Name:

Asit Bhandarkar

Experience:

He has 17 years of experience in equity research and fund management. His last assignment was as Fund Manager with Lotus India Asset Management Company Pvt. Ltd. Prior to that, for more than 2 years, he was with SBI Funds Management Pvt. Ltd. as a Junior Fund Manager. He started his career on the broking side as an equity analyst and has worked with ]rms like Jet Age Securities and Sushil Finance Consultants for almost 2 years. He is the Fund Manager for JM Value Fund. He is also the joint Fund Manager for JM Arbitrage Fund and JM Large Cap Fund.

Asset Allocation

GSEC2035 6.48 2.55%

GSEC2040 6.68 2.40%

S I D B I 2.12%

REC Ltd 1.87%

LIC Housing Fin. 1.81%

GSEC2055 7.24 1.23%

Bajaj Housing 1.18%

N A B A R D 1.12%

Axis Bank 0.96%

GSEC2030 6.01 0.73%

HDFC Bank 0.63%

360 One Prime 0.62%

Piramal Finance. 0.61%

Jamnagar Utiliti 0.61%

Net CA & Others 0.57%

Gsec2029 0.56%

Power Fin.Corpn. 0.56%

GSEC2031 0.51%

C C I 0.34%

I R F C 0.31%

ICICI Home Fin 0.31%

Bajaj Finance 0.25%

NTPC 0.24%

Muthoot Finance 0.12%

See All
Scheme Holding Summary

Banks

Telecom-Service

Finance

REC Ltd

0.99%

Financial Services

Infrastructure Developers & Operators

Capital Goods - Electrical Equipment

E-Commerce/App based Aggregator

Govt. Securities

Automobile

IT - Software

Cables

Debt Others

Small Industries Development Bank of India Ltd

2.12%

REC Ltd

1.87%

National Bank for Agriculture & Rural Development

1.12%

360 One Prime Ltd

0.62%

Jamnagar Utilities & Power Pvt Ltd

0.61%

Clearing Corporation of India Ltd

0.34%

ICICI Home Finance Company Ltd

0.31%

NTPC Ltd

0.24%

Cement

Healthcare

Aerospace & Defence

Quick Service Restaurant

Mining & Mineral products

Chemicals

Consumer Durables

Pharmaceuticals

FMCG

Air Transport Service

Capital Goods-Non Electrical Equipment

Plastic products

Auto Ancillaries

Trading

Steel

Hotels & Restaurants

See All
RiskometerLevel of risk in the scheme
Moderate
High
Low
Very
High

Your investment will be at Very High Risk

Fund house & investment objective
Rank (total assets)#29 in India
Total AUM₹14,901.83Cr
Date of Incorporation09 Jun 1994
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 03 Jan 2013. The fund currently has an Asset Under Management(AUM) of ₹14,901.83 Cr and the Latest NAV as of 17 Nov 2025 is ₹140.92.
The JM Aggressive Hybrid Fund Direct Growth is rated Very High. Minimum SIP Investment is set to ₹100 . Minimum Lumpsum Investment is ₹1,000. Exit load of 1.00% - If redeemed / switched out within 60 days from the date of allotment. Nil - If redeemed/switched out after 60 days from the date of allotment. .
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Returns and Rankings

Category: Hybrid Aggressive Hybrid Fund

1Y3Y5YAll
Fund returns3.01%6.63%3.82%1.12%
Category average7.49%4.57%3.04%-
Rank within category3015-

FAQ’s

What kind of returns does JM Aggressive Hybrid Fund Direct Growth provide?

JM Aggressive Hybrid Fund Direct Growth has given a return of 21.23% in the past 3 years.

What is the expense ratio charged by JM Aggressive Hybrid Fund Direct Growth?

The Expense Ratio charged by JM Aggressive Hybrid Fund Direct Growth is 0.66%.

What is the AUM size of JM Aggressive Hybrid Fund Direct Growth?

The AUM size of JM Aggressive Hybrid Fund Direct Growth is ₹815.80Cr.

What is the minimum SIP amount that you can invest in JM Aggressive Hybrid Fund Direct Growth?

₹100 is the minimum SIP amount that you can invest in JM Aggressive Hybrid Fund Direct Growth .

What are the top stock holdings of JM Aggressive Hybrid Fund Direct Growth?

The top stock holdings of JM Aggressive Hybrid Fund Direct Growth include , HDFC Bank Ltd , Ujjivan Small Finance Bank Ltd , ICICI Bank Ltd and Canara Bank.

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*By clicking, I agree to the T&C and Whatsapp updates.