66.26
NAV (Feb 26,2024)

Jm Aggressive Hybrid Fund Idcw Direct Plan Latest Trend

  • 1M
  • 2M
  • 3M

Jm Aggressive Hybrid Fund Idcw Direct Plan Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    52.40
  • P/B Ratio
    UM_URBAN_MONEY

    5.58
  • Alpha
    UM_URBAN_MONEY

    0.07
  • Beta
    UM_URBAN_MONEY

    1.14
  • Sharpe
    UM_URBAN_MONEY

    0.26
  • Sortino
    UM_URBAN_MONEY

    0.41

Fund Overview

0.61%

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 28, 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 %)

11,809.26 (18.09%)12,677.29 (26.77%)15,087.14 (50.87%)18,969.9 (89.70%)24,703.02 (147.03%)
35,427.78 (18.09%)38,031.87 (26.77%)45,261.42 (50.87%)56,909.7 (89.70%)74,109.06 (147.03%)
59,046.3 (18.09%)63,386.45 (26.77%)75,435.7 (50.87%)94,849.5 (89.70%)1,23,515.1 (147.03%)
94,474.08 (18.09%)1,01,418.32 (26.77%)1,20,697.12 (50.87%)1,51,759.2 (89.70%)1,97,624.16 (147.03%)
1,18,092.6 (18.09%)1,26,772.9 (26.77%)1,50,871.4 (50.87%)1,89,699 (89.70%)2,47,030.2 (147.03%)

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%

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

HYBRID

Very High

12.61%

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%

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

42.82%

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

HYBRID

Very High

29.80%

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

HYBRID

Very High

27.66%

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%

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

HYBRID

Very High

23.55%

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

HYBRID

Very High

23.51%

Sundaram Aggressive Hybrid Fund - GrowthSundaram Aggressive Hybrid Fund - Growth

HYBRID

High

23.13%

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

HYBRID

Very High

-0.41%

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%

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%

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

HYBRID

Very High

10.08%

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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