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Jm Aggressive Hybrid Fund Idcw Direct Plan
NAV (Jul 25,2024)
JM Aggressive Hybrid Fund - IDCW - Direct Plan is a mutual fund scheme that aims to provide high capital appreciation by investing in a mix of equity and debt instruments. With an expense ratio of 0.61%, this fund has an established date of January 1, 2013. The minimum investment required is ₹1000, and there is no lock-in period. The fund has a Price-to-Earnings ratio of 52.40 and a Price-to-Book ratio of 5.58, indicating its growth potential. Its scheme AUM is ₹135.66 crores.
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 Ratio52.40
- P/B Ratio5.58
- Alpha0.07
- Beta1.14
- Sharpe0.26
- Sortino0.41
Fund Overview
0.61%
1.00%
No Lock-in
₹ 135.66 Cr
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 | ₹ 11,283.72 (12.84%) | ₹ 12,375.73 (23.76%) | ₹ 15,604.08 (56.04%) | ₹ 20,177.95 (101.78%) | ₹ 32,945.21 (229.45%) |
₹ 30,000 | ₹ 33,851.16 (12.84%) | ₹ 37,127.19 (23.76%) | ₹ 46,812.24 (56.04%) | ₹ 60,533.85 (101.78%) | ₹ 98,835.63 (229.45%) |
₹ 50,000 | ₹ 56,418.6 (12.84%) | ₹ 61,878.65 (23.76%) | ₹ 78,020.4 (56.04%) | ₹ 1,00,889.75 (101.78%) | ₹ 1,64,726.05 (229.45%) |
₹ 80,000 | ₹ 90,269.76 (12.84%) | ₹ 99,005.84 (23.76%) | ₹ 1,24,832.64 (56.04%) | ₹ 1,61,423.6 (101.78%) | ₹ 2,63,561.68 (229.45%) |
₹ 1,00,000 | ₹ 1,12,837.2 (12.84%) | ₹ 1,23,757.3 (23.76%) | ₹ 1,56,040.8 (56.04%) | ₹ 2,01,779.5 (101.78%) | ₹ 3,29,452.1 (229.45%) |
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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%
- Miscellaneous12.93%
- Bank - Private6.43%
- IT - Software4.86%
- Bank - Public4.45%
- Air Conditioners3.25%
- Finance Term Lending2.74%
- Cigarettes/Tobacco2.49%
- Mining & Minerals2.22%
- Electric Equipment2.14%
- Consumer Food2.08%
- Fintech1.82%
- Bearings1.70%
- Finance - NBFC1.54%
- Plastic Products1.53%
- e-Commerce1.50%
- Diversified1.33%
- Textile1.28%
- Travel Services1.21%
- Forgings1.19%
- Trading0.20%
Holdings Analysis
Peer Comparison
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- 6M
- 1Y
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- 5Y
Mutual Fund Schemes | Category | Risk | Absolute Return (6M) |
Bank of India Mid & Small Cap Equity & Debt Fund - Regular Plan - Growth | HYBRID | Very High | 24.65% |
ICICI Prudential Equity & Debt Fund - Growth | HYBRID | Very High | 18.89% |
Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth | HYBRID | Very High | 15.58% |
Sundaram Aggressive Hybrid Fund - Growth | HYBRID | High | 15.17% |
UTI Aggressive Hybrid Fund - Regular Plan - Growth | HYBRID | Very High | 14.28% |
Bandhan Hybrid Equity Fund - Regular Plan - Growth | HYBRID | Very High | 13.62% |
Nippon India Equity Hybrid Fund - Growth | HYBRID | Very High | 12.57% |
PGIM India Hybrid Equity Fund - Growth | HYBRID | Very High | 12.32% |
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth | HYBRID | Very High | 12.14% |
Kotak Equity Hybrid Fund - IDCW | HYBRID | Very High | 11.21% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Quant Absolute Fund - Growth | HYBRID | Very High | 36.53% |
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth | HYBRID | Very High | 35.21% |
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | HYBRID | Very High | 34.28% |
Shriram Aggressive Hybrid Fund - Regular Plan - Growth | HYBRID | Very High | 31.38% |
DSP Equity & Bond Fund - Regular Plan - Growth | HYBRID | Very High | 28.31% |
UTI Aggressive Hybrid Fund - Regular Plan - Growth | HYBRID | Very High | 28.27% |
Groww Aggressive Hybrid Fund - Regular Plan - Growth | HYBRID | Very High | 27.36% |
Tata Hybrid Equity Fund - Regular Plan - Growth | HYBRID | Very High | 23.34% |
Navi Aggressive Hybrid Fund - Regular Plan - Growth | HYBRID | Very High | 22.75% |
Motilal Oswal Equity Hybrid Fund - Regular Plan - Growth | HYBRID | Very High | 17.72% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | HYBRID | Very High | 18.44% |
HDFC Hybrid Equity Fund - Growth | HYBRID | Very High | 16.30% |
Invesco India Aggressive Hybrid Fund - Regular Plan - Growth | HYBRID | Very High | 15.47% |
IDBI Hybrid Equity Fund - Growth | HYBRID | Very High | 14.70% |
Shriram Aggressive Hybrid Fund - Regular Plan - Growth | HYBRID | Very High | 14.69% |
DSP Equity & Bond Fund - Regular Plan - Growth | HYBRID | Very High | 13.75% |
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth | HYBRID | Very High | 13.51% |
SBI Equity Hybrid Fund - Regular Plan - IDCW | HYBRID | Very High | 12.86% |
LIC MF Aggressive Hybrid Fund - Growth | HYBRID | Very High | 10.95% |
Axis Equity Hybrid Fund - Regular Plan - Growth | HYBRID | Very High | 10.17% |
Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
Quant Absolute Fund - Growth | HYBRID | Very High | 25.94% |
Tata Hybrid Equity Fund - Regular Plan - Growth | HYBRID | Very High | 15.31% |
HDFC Hybrid Equity Fund - Growth | HYBRID | Very High | 14.88% |
Groww Aggressive Hybrid Fund - Regular Plan - Growth | HYBRID | Very High | 14.60% |
Navi Aggressive Hybrid Fund - Regular Plan - Growth | HYBRID | Very High | 14.21% |
SBI Equity Hybrid Fund - Regular Plan - IDCW | HYBRID | Very High | 13.83% |
Motilal Oswal Equity Hybrid Fund - Regular Plan - Growth | HYBRID | Very High | 12.95% |
Axis Equity Hybrid Fund - Regular Plan - Growth | HYBRID | Very High | 12.32% |
LIC MF Aggressive Hybrid Fund - Growth | HYBRID | Very High | 11.34% |
IDBI Hybrid Equity Fund - Growth | HYBRID | Very High | 7.09% |
Fund Managers
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
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.
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 - Direct Plan
JM Aggressive Hybrid Fund - IDCW - Direct Plan
JM Aggressive Hybrid Fund - IDCW - Direct Plan
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