The JM Aggressive Hybrid Fund Direct-IDCW Monthly Payout is a hybrid mutual fund offered by JM Financial Mutual Fund. Though the exact launch date is unavailable, the scheme has gathered an AUM of ₹719.68 crores. The most recent NAV, as of December 21, 2024, is ₹100.336.
In terms of performance, the fund has delivered impressive returns: 32.35% over the past year, 95.61% over the last three years, and a remarkable 277.83% since its inception.
JM Aggressive Hybrid Fund IDCW Monthly 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% |
JM Aggressive Hybrid Fund IDCW Monthly
| Sector | Allocation (%) | Amount (₹ Cr) |
|---|---|---|
| Financial | 17.09% | ₹122.99 |
| Capital Goods | 9.93% | ₹71.46 |
| Healthcare | 9.58% | ₹68.95 |
| Technology | 7.19% | ₹51.75 |
| Services | 4.66% | ₹33.54 |
| Others | 51.55% | ₹371.00 |
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.
