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JM Aggressive Hybrid Fund (Regular) - Monthly IDCW

JM Aggressive Hybrid · Aggressive Hybrid
High
₹83.95
Current NAV
25 Jun 2026
19.1%
1Y Return
14.6%
3Y CAGR
13.6%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 6.51).
  • Very large asset base (AUM: ₹15,060 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.
  • Higher expense ratio (2.31%) which can affect compounding over long horizons.
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
1.01
Sharpe Ratio
1.51
Beta
6.51
Alpha
1.32
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Fund Details
Fund House JM Aggressive Hybrid
Category Aggressive Hybrid
AUM ₹15060 Cr
Expense Ratio 2.31%
Min SIP ₹500
Min Lumpsum ₹1000
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