Jm Aggressive Hybrid Fund Idcw

Risk: Very High
₹ 35.10
NAV (Jul 25,2024)

JM Aggressive Hybrid Fund - IDCW is a hybrid mutual fund with an expense ratio of 2.36%. Its Price to Earnings (PE) ratio is 52.40, and Price to Book (PB) ratio is 5.58. The scheme's Assets Under Management (AUM) is INR 135.66 crores. The minimum investment required for this fund is INR 1000, and there is no lock-in period. The JM Aggressive Hybrid Fund was established on April 1, 1995.

Jm Aggressive Hybrid Fund Idcw Latest Trend

  • 1M
  • 2M
  • 3M

Jm Aggressive Hybrid Fund Idcw 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

0%

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₹ 11,234.46 (12.34%)₹ 12,262.01 (22.62%)₹ 15,348.33 (53.48%)₹ 19,467.68 (94.68%)₹ 31,275.29 (212.75%)
₹ 30,000₹ 33,703.38 (12.34%)₹ 36,786.03 (22.62%)₹ 46,044.99 (53.48%)₹ 58,403.04 (94.68%)₹ 93,825.87 (212.75%)
₹ 50,000₹ 56,172.3 (12.34%)₹ 61,310.05 (22.62%)₹ 76,741.65 (53.48%)₹ 97,338.4 (94.68%)₹ 1,56,376.45 (212.75%)
₹ 80,000₹ 89,875.68 (12.34%)₹ 98,096.08 (22.62%)₹ 1,22,786.64 (53.48%)₹ 1,55,741.44 (94.68%)₹ 2,50,202.32 (212.75%)
₹ 1,00,000₹ 1,12,344.6 (12.34%)₹ 1,22,620.1 (22.62%)₹ 1,53,483.3 (53.48%)₹ 1,94,676.8 (94.68%)₹ 3,12,752.9 (212.75%)

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)

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

24.65%

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

HYBRID

Very High

18.89%

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

HYBRID

Very High

15.58%

Sundaram Aggressive Hybrid Fund - GrowthSundaram Aggressive Hybrid Fund - Growth

HYBRID

High

15.17%

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

HYBRID

Very High

14.28%

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

HYBRID

Very High

13.62%

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

HYBRID

Very High

12.57%

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

HYBRID

Very High

12.32%

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

HYBRID

Very High

12.14%

Kotak Equity Hybrid Fund - IDCWKotak Equity Hybrid Fund - IDCW

HYBRID

Very High

11.21%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Absolute Fund - GrowthQuant Absolute Fund - Growth

HYBRID

Very High

36.53%

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

HYBRID

Very High

35.21%

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

HYBRID

Very High

34.28%

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

HYBRID

Very High

31.38%

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

HYBRID

Very High

28.31%

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

HYBRID

Very High

28.27%

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

HYBRID

Very High

27.36%

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

HYBRID

Very High

23.34%

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

HYBRID

Very High

22.75%

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

HYBRID

Very High

17.72%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

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

HYBRID

Very High

18.44%

HDFC Hybrid Equity Fund - GrowthHDFC Hybrid Equity Fund - Growth

HYBRID

Very High

16.30%

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

HYBRID

Very High

15.47%

IDBI Hybrid Equity Fund - GrowthIDBI Hybrid Equity Fund - Growth

HYBRID

Very High

14.70%

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

HYBRID

Very High

14.69%

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

HYBRID

Very High

13.75%

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

HYBRID

Very High

13.51%

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

HYBRID

Very High

12.86%

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

HYBRID

Very High

10.95%

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

HYBRID

Very High

10.17%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Quant Absolute Fund - GrowthQuant Absolute Fund - Growth

HYBRID

Very High

25.94%

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

HYBRID

Very High

15.31%

HDFC Hybrid Equity Fund - GrowthHDFC Hybrid Equity Fund - Growth

HYBRID

Very High

14.88%

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

HYBRID

Very High

14.60%

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

HYBRID

Very High

14.21%

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

HYBRID

Very High

13.83%

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

12.32%

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

HYBRID

Very High

11.34%

IDBI Hybrid Equity Fund - GrowthIDBI Hybrid Equity Fund - Growth

HYBRID

Very High

7.09%

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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JM Aggressive Hybrid Fund - IDCW

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JM Aggressive Hybrid Fund - IDCW

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FAQ's

What is the risk level associated with the JM Aggressive Hybrid Fund - IDCW?

The JM Aggressive Hybrid Fund - IDCW is categorized as a Very High risk mutual fund.

What is the current NAV (Net Asset Value) of the JM Aggressive Hybrid Fund - IDCW as of Jul 25,2024?

The current NAV of the JM Aggressive Hybrid Fund - IDCW as of Jul 25,2024 is INR 35.10.

What are the returns generated by the JM Aggressive Hybrid Fund - IDCW over the past 1, 3, and 5 years?

The JM Aggressive Hybrid Fund - IDCW has delivered impressive returns of 45.79% over the past year, 22.58% over the past 3 years, and 17.96% over the past 5 years.

What is the expense ratio associated with the JM Aggressive Hybrid Fund - IDCW?

The JM Aggressive Hybrid Fund - IDCW has a 2.36% expense ratio.

What is the minimum investment amount required for the JM Aggressive Hybrid Fund - IDCW?

The JM Aggressive Hybrid Fund - IDCW has a minimum investment requirement of INR 1000.

Is there a systematic investment plan (SIP) available for the JM Aggressive Hybrid Fund - IDCW?

Yes, the JM Aggressive Hybrid Fund - IDCW offers a Systematic Investment Plan (SIP) with a minimum investment of INR 1000 per month.

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