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JM Aggressive Hybrid Fund (Direct) - Annual Bonus Option

JM Aggressive Hybrid · Aggressive Hybrid
High
₹134.61
Current NAV
25 Jun 2026
9.6%
1Y Return
13.1%
3Y CAGR
10.1%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.56%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.26).
  • Generates significant excess returns relative to benchmark index (Alpha: 4.76).
  • Very large asset base (AUM: ₹13,310 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
1.26
Sharpe Ratio
0.56
Beta
4.76
Alpha
1.59
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Fund Details
Fund House JM Aggressive Hybrid
Category Aggressive Hybrid
AUM ₹13310 Cr
Expense Ratio 0.56%
Min SIP ₹500
Min Lumpsum ₹1000
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