The JM Aggressive Hybrid Fund Direct-Growth is a hybrid mutual fund offered by JM Financial Mutual Fund. As of 21st December 2024, it has an AUM of ₹719.68 Crores, with the most recent NAV standing at ₹139.480.
Over the past year, the fund has delivered a return of 32.35%, a remarkable 95.61% return over the last three years, and an impressive 454.52% return since its launch.
JM Aggressive Hybrid Fund Return
| Period | This fund | Category average |
|---|---|---|
| 1 month | 2.1% | 2.35% |
| 3 months | -5.22% | -4.46% |
| 6 months | 1.56% | 4.13% |
| 1 year | 32.35% | 21.01% |
| 3 years | 25.04% | 16.08% |
| 5 years | 25.19% | 17.75% |
| 7 years | 16.77% | 13.59% |
| 10 years | 13.9% | 12.92% |
JM Aggressive Hybrid Fund Top 5 Holdings
| Name | Sector | Instrument | Assets |
|---|---|---|---|
|
HDFC Bank Ltd.
|
Financial | Equity | 4.74% |
|
GOI
|
Sovereign | GOI Sec | 4.33% |
|
Infosys Ltd.
|
Technology | Equity | 3.90% |
|
Bharti Airtel Ltd.
|
Communication | Equity | 3.73% |
|
Axis Bank Ltd.
|
Financial | Equity | 3.16% |
Sector Allocation in JM Aggressive Hybrid Fund
| Sector | Percentage | Amount (₹) |
|---|---|---|
| Financial | 17.09% | ₹122.99 Cr |
| Capital Goods | 9.93% | ₹71.46 Cr |
| Healthcare | 9.58% | ₹68.95 Cr |
| Technology | 7.19% | ₹51.75 Cr |
| Services | 4.66% | ₹33.54 Cr |
| Others | 51.55% | ₹371.00 Cr |
Disclaimer: Mutual fund investments are subject to market risks. Please read the scheme information document and other related documents carefully before investing. Past performance is not indicative of future results. The information provided in this article is for informational purposes only and should not be construed as investment advice or a recommendation. Readers are advised to seek independent financial advice before making any investment decisions. The author and the publication are not responsible for any investment losses incurred based on the information in this article.
