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JM Aggressive Hybrid Fund (Direct) - Half Yearly Bonus Option - Principal Units

JM Aggressive Hybrid · Aggressive Hybrid
High
₹131.18
Current NAV
27 Jan 2025
8.5%
1Y Return
8.0%
3Y CAGR
9.0%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.45%.
  • Very large asset base (AUM: ₹20,400 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Aggressive Hybrid mandate.
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
0.85
Sharpe Ratio
0.45
Beta
1.85
Alpha
0.98
Sortino
Fund Details
Fund House JM Aggressive Hybrid
Category Aggressive Hybrid
AUM ₹20400 Cr
Expense Ratio 0.45%
Min SIP ₹500
Min Lumpsum ₹1000
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