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- Jm Aggressive Hybrid Fund Quarterly Bonus Principal Units
Jm Aggressive Hybrid Fund Quarterly Bonus Principal Units
NAV (Dec 5,2023)
Jm Aggressive Hybrid Fund Quarterly Bonus Principal Units Latest Trend
- 1M
- 2M
- 3M
Jm Aggressive Hybrid Fund Quarterly Bonus Principal Units Latest Trend
Risk Ratios
- P/E Ratio37.52
- P/B Ratio4.96
- Alpha0.06
- Beta1.14
- Sharpe0.16
- Sortino0.24
Fund Overview
2.40%
0%
No Lock-in
₹ 93.17 Cr
SIP ₹1000.00
Scheme Riskometer
Investors understand that their principal will be at
Very High
Investment Return Calculator
as on Dec 06, 2023
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 | ₹ 10,873.2 (8.73%) | ₹ 12,436.53 (24.37%) | ₹ 12,755.76 (27.56%) | ₹ 17,796.37 (77.96%) | ₹ 20,723.62 (107.24%) |
| ₹ 30,000 | ₹ 32,619.6 (8.73%) | ₹ 37,309.59 (24.37%) | ₹ 38,267.28 (27.56%) | ₹ 53,389.11 (77.96%) | ₹ 62,170.86 (107.24%) |
| ₹ 50,000 | ₹ 54,366 (8.73%) | ₹ 62,182.65 (24.37%) | ₹ 63,778.8 (27.56%) | ₹ 88,981.85 (77.96%) | ₹ 1,03,618.1 (107.24%) |
| ₹ 80,000 | ₹ 86,985.6 (8.73%) | ₹ 99,492.24 (24.37%) | ₹ 1,02,046.08 (27.56%) | ₹ 1,42,370.96 (77.96%) | ₹ 1,65,788.96 (107.24%) |
| ₹ 1,00,000 | ₹ 1,08,732 (8.73%) | ₹ 1,24,365.3 (24.37%) | ₹ 1,27,557.6 (27.56%) | ₹ 1,77,963.7 (77.96%) | ₹ 2,07,236.2 (107.24%) |
Calculate Your Mutual Fund Returns
Fund Portfolio Allocation
- Holdings
- Sectors
Name
Assets
- TREPS Triparty Repo17.58%
- Government of India Securities12.77%
- Tata Motors Ltd3.58%
- ITC Ltd3.36%
- Sobha Ltd3.31%
- Coal India Ltd3.31%
- ICICI Bank Ltd3.25%
- Infosys Ltd2.94%
- Larsen & Toubro Ltd2.83%
- Ultratech Cement Ltd2.71%
- Bajaj Auto Ltd2.51%
- Jyothy Labs Ltd2.49%
- REC Ltd2.44%
- Export Import Bank of India2.18%
- Equitas Small Finance Bank Ltd2.17%
- LIC Housing Finance Ltd2.14%
- Metropolis Healthcare Ltd2.11%
- Poonawalla Fincorp Ltd1.93%
- Prince Pipes And Fittings Ltd1.89%
- PB Fintech Ltd1.80%
- Bank of Maharashtra1.79%
- Mukand Ltd1.78%
- Crompton Greaves Consumer Electricals Ltd1.70%
- Global Health Ltd1.63%
- Welspun India Ltd1.61%
- Bajaj Finance Ltd1.61%
- Zomato Ltd1.58%
- ICRA Ltd1.47%
- Gokaldas Exports Ltd1.43%
- Kalpataru Projects International Ltd1.42%
- Bharat Forge Ltd1.42%
- SKF India Ltd1.37%
- Birla Corporation Ltd1.37%
- Birlasoft Ltd1.29%
- Jubilant Foodworks Ltd1.29%
- MphasiS Ltd1.25%
- Voltas Ltd1.17%
- Godrej Properties Ltd1.11%
- Jagran Prakashan Ltd1.07%
- HDFC Bank Ltd1.07%
- Net Current Assets-5.73%
- Miscellaneous12.77%
- IT - Software5.49%
- Bank - Private5.42%
- Finance - NBFC3.54%
- Cigarettes/Tobacco3.36%
- Mining & Minerals3.31%
- Textile3.05%
- Finance Term Lending2.44%
- Plastic Products1.89%
- Fintech1.80%
- Bank - Public1.79%
- e-Commerce1.58%
- Ratings1.47%
- Forgings1.42%
- Bearings1.37%
- Diversified1.37%
- Consumer Food1.29%
- Air Conditioners1.17%
Holdings Analysis
Peer Comparison
Pick your choice with our quick comparitive analysis
- 6M
- 1Y
- 3Y
- 5Y
| Mutual Fund Schemes | Category | Risk | Absolute Return (6M) |
| HYBRID | Very High | 14.65% |
| HYBRID | Very High | 14.62% |
| HYBRID | Very High | 13.88% |
| HYBRID | Very High | 11.75% |
| HYBRID | Very High | 11.42% |
| HYBRID | Very High | 11.21% |
| HYBRID | Very High | 10.63% |
| HYBRID | Very High | 10.60% |
| HYBRID | Very High | 8.95% |
| HYBRID | Very High | 8.66% |
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Axis Equity Hybrid Fund - Regular Plan - Growth| Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
| HYBRID | Very High | 21.27% |
| HYBRID | Very High | 18.57% |
| HYBRID | Very High | 17.03% |
| HYBRID | Very High | 14.65% |
| HYBRID | Very High | 13.87% |
| HYBRID | Very High | 13.78% |
| HYBRID | Very High | 13.15% |
| HYBRID | Very High | 12.47% |
| HYBRID | Very High | 11.21% |
| HYBRID | Very High | -0.41% |
ICICI Prudential Equity & Debt Fund - Growth
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HSBC Equity Hybrid Fund - Regular Plan - Growth| Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
| HYBRID | Very High | 23.86% |
| HYBRID | Very High | 17.56% |
| HYBRID | Very High | 15.53% |
| HYBRID | Very High | 14.86% |
| HYBRID | Very High | 14.72% |
| HYBRID | Very High | 14.36% |
| HYBRID | Very High | 13.62% |
| HYBRID | Very High | 12.22% |
| HYBRID | Very High | 12.22% |
| HYBRID | Very High | 11.66% |
Quant Absolute Fund - Growth
Tata Hybrid Equity Fund - Regular Plan - Growth
Groww Aggressive Hybrid Fund - Regular Plan - Growth| Mutual Fund Schemes | Category | Risk | Absolute Return (6Y) |
| HYBRID | Very High | 14.51% |
| HYBRID | Very High | 14.13% |
| HYBRID | Very High | 13.88% |
| HYBRID | Very High | 13.19% |
| HYBRID | Very High | 12.37% |
| HYBRID | High | 11.77% |
| HYBRID | Very High | 11.43% |
| HYBRID | Very High | 11.26% |
| HYBRID | Very High | 11.03% |
| HYBRID | Very High | 7.09% |
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Compare with similar Funds
JM Aggressive Hybrid Fund - Quarterly Bonus - Principal Units
JM Aggressive Hybrid Fund - Quarterly Bonus - Principal Units
JM Aggressive Hybrid Fund - Quarterly Bonus - Principal Units
JM Aggressive Hybrid Fund - Quarterly Bonus - Principal Units
JM Aggressive Hybrid Fund - Quarterly Bonus - Principal Units
JM Aggressive Hybrid Fund - Quarterly Bonus - Principal Units
JM Aggressive Hybrid Fund - Quarterly Bonus - Principal Units
JM Aggressive Hybrid Fund - Quarterly Bonus - Principal Units
JM Aggressive Hybrid Fund - Quarterly Bonus - Principal Units
JM Aggressive Hybrid Fund - Quarterly Bonus - Principal Units
