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

JM Aggressive Hybrid · Aggressive Hybrid
High
₹116.16
Current NAV
27 Jan 2025
9.4%
1Y Return
8.9%
3Y CAGR
9.9%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.24).
  • Generates significant excess returns relative to benchmark index (Alpha: 6.74).
  • Very large asset base (AUM: ₹14,790 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
1.24
Sharpe Ratio
0.54
Beta
6.74
Alpha
1.54
Sortino
Fund Details
Fund House JM Aggressive Hybrid
Category Aggressive Hybrid
AUM ₹14790 Cr
Expense Ratio 1.74%
Min SIP ₹500
Min Lumpsum ₹1000
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