Jm Aggressive Hybrid Fund Half Yearly Bonus Principal Units

110.32
NAV (Feb 23,2024)

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

2.36%

Expense ratio
UM_URBAN_MONEY

1.00%

Exit Load
UM_URBAN_MONEY

No Lock-in

Lock-in
UM_URBAN_MONEY

135.66 Cr

AUM (Fund Size)
UM_URBAN_MONEY

Index
UM_URBAN_MONEY

SIP ₹1000.00

Min. Investment
UM_URBAN_MONEY

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Feb 26, 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 %)

11,758.19 (17.58%)12,576.31 (25.76%)14,891.3 (48.91%)18,384.23 (83.84%)23,541.55 (135.42%)
35,274.57 (17.58%)37,728.93 (25.76%)44,673.9 (48.91%)55,152.69 (83.84%)70,624.65 (135.42%)
58,790.95 (17.58%)62,881.55 (25.76%)74,456.5 (48.91%)91,921.15 (83.84%)1,17,707.75 (135.42%)
94,065.52 (17.58%)1,00,610.48 (25.76%)1,19,130.4 (48.91%)1,47,073.84 (83.84%)1,88,332.4 (135.42%)
1,17,581.9 (17.58%)1,25,763.1 (25.76%)1,48,913 (48.91%)1,83,842.3 (83.84%)2,35,415.5 (135.42%)

Calculate Your Mutual Fund Returns

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

Total investment

+

Profit

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)

Shriram Aggressive Hybrid Fund - Regular Plan - GrowthShriram Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

19.49%

Quant Absolute Fund - GrowthQuant Absolute Fund - Growth

HYBRID

Very High

19.06%

Invesco India Aggressive Hybrid Fund - Regular Plan - GrowthInvesco India Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

17.57%

Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - GrowthMahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

14.36%

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

HYBRID

Very High

14.00%

DSP Equity & Bond Fund - Regular Plan - GrowthDSP Equity & Bond Fund - Regular Plan - Growth

HYBRID

Very High

13.02%

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

HYBRID

Very High

10.67%

Mirae Asset Aggressive Hybrid Fund - Regular Plan - GrowthMirae Asset Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

10.60%

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

HYBRID

Very High

9.31%

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)

Invesco India Aggressive Hybrid Fund - Regular Plan - GrowthInvesco India Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

32.15%

Quant Absolute Fund - GrowthQuant Absolute Fund - Growth

HYBRID

Very High

31.82%

Shriram Aggressive Hybrid Fund - Regular Plan - GrowthShriram Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

30.52%

Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - GrowthMahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

28.62%

DSP Equity & Bond Fund - Regular Plan - GrowthDSP Equity & Bond Fund - Regular Plan - Growth

HYBRID

Very High

27.56%

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

HYBRID

Very High

26.49%

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

HYBRID

Very High

25.46%

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

HYBRID

Very High

22.96%

Mirae Asset Aggressive Hybrid Fund - Regular Plan - GrowthMirae Asset Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

22.90%

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

HYBRID

Very High

19.41%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Absolute Fund - GrowthQuant Absolute Fund - Growth

HYBRID

Very High

25.12%

Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - GrowthMahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

18.16%

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

HYBRID

Very High

14.40%

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

HYBRID

Very High

14.30%

Invesco India Aggressive Hybrid Fund - Regular Plan - GrowthInvesco India Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

13.91%

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

HYBRID

Very High

13.86%

DSP Equity & Bond Fund - Regular Plan - GrowthDSP Equity & Bond Fund - Regular Plan - Growth

HYBRID

Very High

13.71%

Shriram Aggressive Hybrid Fund - Regular Plan - GrowthShriram Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

13.68%

Mirae Asset Aggressive Hybrid Fund - Regular Plan - GrowthMirae Asset Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

13.51%

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

HYBRID

Very High

13.05%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

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

HYBRID

Very High

16.43%

DSP Equity & Bond Fund - Regular Plan - GrowthDSP Equity & Bond Fund - Regular Plan - Growth

HYBRID

Very High

15.59%

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

HYBRID

Very High

15.03%

Mirae Asset Aggressive Hybrid Fund - Regular Plan - GrowthMirae Asset Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

14.25%

Invesco India Aggressive Hybrid Fund - Regular Plan - GrowthInvesco India Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

13.66%

Shriram Aggressive Hybrid Fund - Regular Plan - GrowthShriram Aggressive Hybrid Fund - Regular Plan - Growth

HYBRID

Very High

13.33%

Sundaram Aggressive Hybrid Fund - GrowthSundaram Aggressive Hybrid Fund - Growth

HYBRID

High

12.98%

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

HYBRID

Very High

12.95%

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

HYBRID

Very High

12.22%

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

HYBRID

Very High

11.36%

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