Jm Aggressive Hybrid Fund Half Yearly Bonus Principal Units

Risk: Very High
₹ 130.45
NAV (Jul 26,2024)

The JM Aggressive Hybrid Fund offers an attractive investment option with the potential for high returns. Investors can avail a half-yearly bonus on their principal units. With an expense ratio of 2.36 and established since 2014, this fund has a PE ratio of 52.40 and a PB ratio of 5.58. The minimum investment required is INR 1000, and there is no lock-in period for this fund. Don't miss out on the opportunity to grow your wealth with JM Aggressive Hybrid Fund!

Jm Aggressive Hybrid Fund Half Yearly Bonus Principal Units Latest Trend

  • 1M
  • 2M
  • 3M

Jm Aggressive Hybrid Fund Half Yearly Bonus Principal Units Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    52.40
  • P/B Ratio
    UM_URBAN_MONEY

    5.58
  • Alpha
    UM_URBAN_MONEY

    0.06
  • Beta
    UM_URBAN_MONEY

    1.13
  • Sharpe
    UM_URBAN_MONEY

    0.25
  • Sortino
    UM_URBAN_MONEY

    0.39

Fund Overview

Expense ratio
UM_URBAN_MONEY

2.36%

Exit Load
UM_URBAN_MONEY

1.00%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 135.66 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹1000.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Jul 27, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

₹ 10,000₹ 11,209.55 (12.10%)₹ 12,320.18 (23.20%)₹ 15,331.45 (53.31%)₹ 19,581.38 (95.81%)₹ 31,839.98 (218.40%)
₹ 30,000₹ 33,628.65 (12.10%)₹ 36,960.54 (23.20%)₹ 45,994.35 (53.31%)₹ 58,744.14 (95.81%)₹ 95,519.94 (218.40%)
₹ 50,000₹ 56,047.75 (12.10%)₹ 61,600.9 (23.20%)₹ 76,657.25 (53.31%)₹ 97,906.9 (95.81%)₹ 1,59,199.9 (218.40%)
₹ 80,000₹ 89,676.4 (12.10%)₹ 98,561.44 (23.20%)₹ 1,22,651.6 (53.31%)₹ 1,56,651.04 (95.81%)₹ 2,54,719.84 (218.40%)
₹ 1,00,000₹ 1,12,095.5 (12.10%)₹ 1,23,201.8 (23.20%)₹ 1,53,314.5 (53.31%)₹ 1,95,813.8 (95.81%)₹ 3,18,399.8 (218.40%)

Calculate Your Mutual Fund Returns

₹
  • ₹ 500
  • ₹ 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30
₹

Total investment

+
₹

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Government of India Securities12.94%
  • TREPS Triparty Repo5.06%
  • Sobha Ltd3.65%
  • Tata Motors Ltd DVR3.48%
  • Voltas Ltd3.25%
  • ICICI Bank Ltd3.24%
  • Bajaj Auto Ltd3.01%
  • REC Ltd2.74%
  • Thermax Ltd2.73%
  • Steel Authority of India Ltd2.55%
  • ITC Ltd2.49%
  • NTPC Ltd2.40%
  • Larsen & Toubro Ltd2.34%
  • Ultratech Cement Ltd2.32%
  • Hero MotoCorp Ltd2.29%
  • Infosys Ltd2.28%
  • Jyothy Labs Ltd2.26%
  • Coal India Ltd2.22%
  • GE T&D India Ltd2.14%
  • Jubilant Foodworks Ltd2.08%
  • PB Fintech Ltd1.82%
  • Mukand Ltd1.81%
  • Metropolis Healthcare Ltd1.73%
  • Bank of Baroda1.70%
  • SKF India Ltd1.70%
  • The Karnataka Bank Ltd1.64%
  • Equitas Small Finance Bank Ltd1.56%
  • Poonawalla Fincorp Ltd1.54%
  • Prince Pipes And Fittings Ltd1.53%
  • Zomato Ltd1.50%
  • Export Import Bank of India1.49%
  • Global Health Ltd1.48%
  • LIC Housing Finance Ltd1.47%
  • Sikka Ports & Terminals Ltd1.44%
  • State Bank of India1.42%
  • Tech Mahindra Ltd1.41%
  • Godrej Properties Ltd1.37%
  • Bank of Maharashtra1.33%
  • Birla Corporation Ltd1.33%
  • Welspun Living Ltd1.28%
  • Thomas Cook India Ltd1.21%
  • Bharat Forge Ltd1.19%
  • Birlasoft Ltd1.17%
  • Suven Pharmaceuticals Ltd1.07%
  • Jagran Prakashan Ltd0.83%
  • HDFC Bank Ltd0.73%
  • Credo Brands Marketing Ltd0.20%
  • Net Current Assets-2.37%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Tata Hybrid Equity Fund - Regular Plan - GrowthTata Hybrid Equity Fund - Regular Plan - Growth

HYBRID

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15.96%

Edelweiss Aggressive Hybrid Fund - Regular Plan - GrowthEdelweiss Aggressive Hybrid Fund - Regular Plan - Growth

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15.58%

Groww Aggressive Hybrid Fund - Regular Plan - GrowthGroww Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

15.22%

Navi Aggressive Hybrid Fund - Regular Plan - GrowthNavi Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

12.83%

SBI Equity Hybrid Fund - Regular Plan - IDCWSBI Equity Hybrid Fund - Regular Plan - IDCW

HYBRID

Very High

12.32%

LIC MF Aggressive Hybrid Fund - GrowthLIC MF Aggressive Hybrid Fund - Growth

HYBRID

Very High

12.24%

Axis Equity Hybrid Fund - Regular Plan - GrowthAxis Equity Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

10.83%

IDBI Hybrid Equity Fund - GrowthIDBI Hybrid Equity Fund - Growth

HYBRID

Very High

9.90%

HDFC Hybrid Equity Fund - GrowthHDFC Hybrid Equity Fund - Growth

HYBRID

Very High

7.93%

Motilal Oswal Equity Hybrid Fund - Regular Plan - GrowthMotilal Oswal Equity Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

7.87%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

ICICI Prudential Equity & Debt Fund - GrowthICICI Prudential Equity & Debt Fund - Growth

HYBRID

Very High

35.05%

UTI Aggressive Hybrid Fund - Regular Plan - GrowthUTI Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

28.27%

Baroda BNP Paribas Aggressive Hybrid Fund - Regular Plan - GrowthBaroda BNP Paribas Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

26.49%

Aditya Birla Sun Life Equity Hybrid '95 Fund - GrowthAditya Birla Sun Life Equity Hybrid '95 Fund - Growth

HYBRID

Very High

25.24%

Union Aggressive Hybrid Fund - Regular Plan - GrowthUnion Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

24.92%

Bandhan Hybrid Equity Fund - Regular Plan - GrowthBandhan Hybrid Equity Fund - Regular Plan - Growth

HYBRID

Very High

24.46%

Kotak Equity Hybrid Fund - IDCWKotak Equity Hybrid Fund - IDCW

HYBRID

Very High

23.26%

Navi Aggressive Hybrid Fund - Regular Plan - GrowthNavi Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

22.24%

PGIM India Hybrid Equity Fund - GrowthPGIM India Hybrid Equity Fund - Growth

HYBRID

Very High

18.56%

HSBC Equity Hybrid Fund - Regular Plan - GrowthHSBC Equity Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

-0.41%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

UTI Aggressive Hybrid Fund - Regular Plan - GrowthUTI Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

18.42%

Nippon India Equity Hybrid Fund - GrowthNippon India Equity Hybrid Fund - Growth

HYBRID

Very High

18.32%

Kotak Equity Hybrid Fund - IDCWKotak Equity Hybrid Fund - IDCW

HYBRID

Very High

16.30%

Franklin India Equity Hybrid Fund - GrowthFranklin India Equity Hybrid Fund - Growth

HYBRID

Very High

15.67%

Baroda BNP Paribas Aggressive Hybrid Fund - Regular Plan - GrowthBaroda BNP Paribas Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

14.60%

Union Aggressive Hybrid Fund - Regular Plan - GrowthUnion Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

14.40%

Bandhan Hybrid Equity Fund - Regular Plan - GrowthBandhan Hybrid Equity Fund - Regular Plan - Growth

HYBRID

Very High

13.32%

Aditya Birla Sun Life Equity Hybrid '95 Fund - GrowthAditya Birla Sun Life Equity Hybrid '95 Fund - Growth

HYBRID

Very High

13.02%

HSBC Equity Hybrid Fund - Regular Plan - GrowthHSBC Equity Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

11.88%

PGIM India Hybrid Equity Fund - GrowthPGIM India Hybrid Equity Fund - Growth

HYBRID

Very High

9.44%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Bank of India Mid & Small Cap Equity & Debt Fund - Regular Plan - GrowthBank of India Mid & Small Cap Equity & Debt Fund - Regular Plan - Growth

HYBRID

Very High

21.88%

Franklin India Equity Hybrid Fund - GrowthFranklin India Equity Hybrid Fund - Growth

HYBRID

Very High

16.84%

Edelweiss Aggressive Hybrid Fund - Regular Plan - GrowthEdelweiss Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

16.43%

Baroda BNP Paribas Aggressive Hybrid Fund - Regular Plan - GrowthBaroda BNP Paribas Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

16.19%

Bandhan Hybrid Equity Fund - Regular Plan - GrowthBandhan Hybrid Equity Fund - Regular Plan - Growth

HYBRID

Very High

15.96%

Sundaram Aggressive Hybrid Fund - GrowthSundaram Aggressive Hybrid Fund - Growth

HYBRID

High

15.82%

Canara Robeco Equity Hybrid Fund - Regular Plan - GrowthCanara Robeco Equity Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

15.03%

PGIM India Hybrid Equity Fund - GrowthPGIM India Hybrid Equity Fund - Growth

HYBRID

Very High

12.96%

Aditya Birla Sun Life Equity Hybrid '95 Fund - GrowthAditya Birla Sun Life Equity Hybrid '95 Fund - Growth

HYBRID

Very High

12.21%

Nippon India Equity Hybrid Fund - GrowthNippon India Equity Hybrid Fund - Growth

HYBRID

Very High

11.36%

Show all Funds

Fund Managers

AB

Mr. Asit BhandarkarFund Manager - Equity

Mr. Asit Bhandarkar has 11 years of experience in equity research and fund management. His last assignment was as Fund Manager with Lotus India Asset Management Company pvt. Ltd. prior to that, for more than 2 years, he was with SBI Funds Management pvt. Ltd. as a Junior Fund Manager. He started his career on the broking side as an equity analyst and has worked with firms like Jet Age Securities and Sushil Finance Consultants for almost 2 years

CC

Mr. Chaitanya ChoksiFund Manager - Derivatives

Mr. Chaitanya Choksi has around 11 years of work experience in the field of equity research and capital markets. Mr. Choksi is associated with JM Financial Asset Management Limited since2008. prior to joining the AMC, he has worked with Lotus AMC, Chanrai Finance private Limited, IL &FS Investsmart and UTI Investment Advisory Services Ltd.

GW

Mr. Gurvinder Singh WasanAssistant Fund Manager

Mr. Wasan has more than 7 years of experience Fixed Income Markets, Credit Analysis and Structured Finance. Prior to joining Principal Mutual Fund, he has worked with Crisil Ltd. and ICICI Bank Ltd.

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FAQ's

What is the risk level associated with the JM Aggressive Hybrid Fund - Half Yearly Bonus - Principal Units?

The JM Aggressive Hybrid Fund - Half Yearly Bonus - Principal Units is a very risky mutual fund with high potential returns.

What is the current NAV (Net Asset Value) of the JM Aggressive Hybrid Fund - Half Yearly Bonus - Principal Units as of Jul 26,2024?

The current NAV of the JM Aggressive Hybrid Fund - Half Yearly Bonus - Principal Units as of Jul 26,2024 is INR 130.45.

What are the returns generated by the JM Aggressive Hybrid Fund - Half Yearly Bonus - Principal Units over the past 1, 3, and 5 years?

The JM Aggressive Hybrid Fund - Half Yearly Bonus - Principal Units delivered strong returns of 45.78% in the past year, 22.58% over 3 years, and 17.97% over a 5-year period.

What is the expense ratio associated with the JM Aggressive Hybrid Fund - Half Yearly Bonus - Principal Units?

The JM Aggressive Hybrid Fund - Half Yearly Bonus - Principal Units has a low expense ratio of 2.36%, making it an attractive option for investors looking for cost-effective investments.

Does the JM Aggressive Hybrid Fund - Half Yearly Bonus - Principal Units impose any exit load?

The JM Aggressive Hybrid Fund - Half Yearly Bonus - Principal Units charges a 1.00% exit load.

What is the minimum investment amount required for the JM Aggressive Hybrid Fund - Half Yearly Bonus - Principal Units?

The JM Aggressive Hybrid Fund - Half Yearly Bonus - Principal Units requires a minimum investment amount of INR 1000.

Is there a systematic investment plan (SIP) available for the JM Aggressive Hybrid Fund - Half Yearly Bonus - Principal Units?

Yes, the JM Aggressive Hybrid Fund - Half Yearly Bonus - Principal Units offers SIP starting from INR 1000 per month.

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