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JM Aggressive Hybrid Fund (Direct) - Quarterly IDCW

JM Aggressive Hybrid · Aggressive Hybrid
High
₹34.00
Current NAV
25 Jun 2026
15.7%
1Y Return
15.2%
3Y CAGR
10.2%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.87%.
  • Generates significant excess returns relative to benchmark index (Alpha: 2.97).
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
0.97
Sharpe Ratio
1.17
Beta
2.97
Alpha
1.23
Sortino
Fund Details
Fund House JM Aggressive Hybrid
Category Aggressive Hybrid
AUM ₹8020 Cr
Expense Ratio 0.87%
Min SIP ₹500
Min Lumpsum ₹1000
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