Can I invest in SIP and Lumpsum in JM Aggressive Hybrid Fund - (IDCW) Direct Growth?

Yes, you can invest both lumpsum and SIP in JM Aggressive Hybrid Fund - (IDCW). Minimum lumpsum investment JM Aggressive Hybrid Fund - (IDCW) is ₹1,000 and minimum SIP amount is ₹100 . Lumpsum option is ideal for investors with higher investible corpus and market experience. SIP option is recommended for retail investors who do not have the time or expertise to time the market.

What is the NAV of JM Aggressive Hybrid Fund - (IDCW) Direct Growth?

The latest NAV ( Net Asset Value ) of JM Aggressive Hybrid Fund - (IDCW) is JM Aggressive Hybrid Fund - (IDCW) is ₹33.28 as on 2025-06-19.

Which are the biggest stock holdings of JM Aggressive Hybrid Fund - (IDCW)?

The 5 biggest stock holdings of JM Aggressive Hybrid Fund - (IDCW) are: Bharti Airtel (4.97%), Larsen & Toubro (3.96%), Bajaj Finance (3.85%), HDFC Bank (3.78%), Tech Mahindra (3.54%)

What are the top sectors JM Aggressive Hybrid Fund - (IDCW) invests in?

A majority of JM Aggressive Hybrid Fund - (IDCW) 's AUM worth ₹822.48 (Cr) is invested in these 3 top sectors: Debt : 23.84% Banks : 12.20% Finance : 11.17%

Mutual Funds
AMC
JM Aggressive Hybrid Fund - (IDCW)

JM Aggressive Hybrid Fund - (IDCW)

Aggressive Hybrid Fund

Invest Now

NAV
33.28(-1.01%)
Fund Size (CR)
₹822.48
Expense Ratio
2.24
Scheme Type
Active Fund
Value Research

Min. investment
₹1,000
Minimum Additional Investment
₹100
Minimum SIP Investment
₹100
Minimum Withdrawal
₹500
Exit Load
1% of applicable Net Asset Value - If the amount sought to be redeemed or switch out is invested for a period of up to 3 months from the date of allotment Nil - If the amount, sought to be redeemed or switch out is invested for a period of more than 3 months from the date of allotment
1%
Return Since Launch
11.70%

Absolute Return: 4.66%

Annualized Return: 0%

Basic Details

Scheme Manager

Asit Bhandarkar

Bench Mark

CRISIL Hybrid 35+65 - Aggressive Index

Type

OPEN

Lumpsum Returns

Period Invested For	₹10,000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	11 June 2025	9899.40	-1.01%	-	-0.94%	111/199
1 Month	16 May 2025	10201.67	2.02%	-	0.63%	13/199
3 Month	18 March 2025	10781.21	7.81%	-	8.93%	158/199
6 Month	18 December 2024	9550.49	-4.50%	-	0.54%	189/199
1 Year	18 June 2024	9830.93	-1.69%	-1.69%	5.55%	188/199
3 Year	17 June 2022	19814.26	98.14%	25.55%	18.81%	13/199
5 Year	18 June 2020	33327.33	233.27%	27.20%	19.96%	19/195
Since Inception	1 April 1995	283734.90	2737.35%	11.70%	12.86%	134/199

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	1 July 2024	1,20,000	998830.14	732.36%	732.36%
3 Year	1 July 2022	3,60,000	3965359.60	1001.49%	122.50%
5 Year	1 July 2020	6,00,000	8143606.08	1257.27%	68.47%
10 Year	1 July 2015	12,00,000	22858095.79	1804.84%	34.27%

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

Investment type
Scheme based

SIP
Lumpsum

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

Start your SIP now

Invested Amount
₹25,000
Estimated Returns
₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

3.51%

Standard Deviation

0.69%

Beta

1.23%

Sharpe Ratio

-0.02%

Treynor's Ratio

9.80%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in	% of Total Holdings	Quantity	Value (Cr)	Asset Type	Segment
Bharti Airtel	4.97%	220000	40.84	Equity	Telecomm-Service
Larsen & Toubro	3.96%	88520	32.53	Equity	Infrastructure Developers & Operators
Bajaj Finance	3.85%	34504	31.68	Equity	Finance
HDFC Bank	3.78%	160000	31.12	Equity	Banks
Tech Mahindra	3.54%	185000	29.12	Equity	IT - Software
ICICI Bank	3.52%	200114	28.93	Equity	Banks
Multi Comm. Exc.	3.21%	40000	26.41	Equity	Financial Services
Ujjivan Small	3.07%	5876466	25.29	Equity	Banks
Waaree Energies	2.90%	80000	23.83	Equity	Capital Goods - Electrical Equipment
Hind.Aeronautics	2.54%	42000	20.89	Equity	Aerospace & Defence

Peer Comparison

Scheme Name	Asset Size (Cr)	1M	3M	6M	1Y	3Y
Bandhan Aggressive Hybrid Fund - Direct (G)	903.65	1.17%	9.20%	0.51%	12.83%	20.38%
Bandhan Aggressive Hybrid Fund - Direct (IDCW)	903.65	1.16%	9.19%	0.49%	12.79%	20.36%
SBI Equity Hybrid Fund - Direct (G)	75639.24	1.52%	9.84%	6.80%	11.73%	18.39%
SBI Equity Hybrid Fund - Direct (IDCW)	75639.24	1.52%	9.84%	6.80%	11.73%	18.39%
DSP Aggressive Hybrid Fund - Direct (G)	11104.36	-0.21%	7.86%	3.63%	11.72%	21.99%

List of Schemes under JM Financial Mutual Fund

Fund Name	Category	Risk	1Y Returns	Ratings	Fund Size (Cr)
JM Arbitrage Fund	Hybrid	Low	7.12%	2	₹194.57
JM Aggressive Hybrid Fund	Hybrid	Very High	-0.04%	5	₹822.48
JM Small Cap Fund	Equity	Very High	1.78%	0	₹720.48
JM Midcap Fund	Equity	Very High	-0.34%	0	₹1,396.31
JM Medium to Long Duration Fund	Debt	Moderate	10.36%	2	₹35.34
JM Corporate Bond Fund	Debt	Moderate	0%	0	₹0.00
JM Liquid Fund	Debt	Moderately Low	0%	0	₹2,195.97
JM Liquid Fund	Debt	Moderately Low	7.22%	2	₹2,195.97
JM Liquid Fund	Debt	Moderately Low	0%	0	₹2,195.97
JM Overnight Fund	Debt	Low	0%	0	₹97.38
JM Overnight Fund	Debt	Low	6.35%	0	₹97.38
JM Overnight Fund	Debt	Low	6.6%	0	₹97.38
JM Overnight Fund	Debt	Low	0%	0	₹97.38
JM Overnight Fund	Debt	Low	6.35%	2	₹97.38
JM Short Duration Fund	Debt	Moderate	9.53%	2	₹120.83
JM Large Cap Fund	Equity	Very High	-2.76%	4	₹525.71
JM Dynamic Bond Fund	Debt	Moderate	10.41%	3	₹57.28
JM ELSS Tax Saver Fund	Equity	Very High	0.95%	4	₹198.58
JM Flexicap Fund	Equity	Very High	-3.22%	4	₹5,917.33
JM Value Fund	Equity	Very High	-2.2%	3	₹1,089.00
JM Focused Fund	Equity	Very High	0.04%	3	₹278.87
JM Low Duration Fund	Debt	Moderately Low	8.41%	3	₹232.37

News

JM Financial MF announces change in Fund Management responsibilities of the following schemes

JM Financial Mutual Fund has announced change in Fund Management responsibilities of the following schemes with effect from: 11 April 2025

Change in Fund Manager Management responsibilities:

Fund Manager:

Name of the Scheme(s)	Existing Fund Manager(s)	Fund Managers & Co-Fund Manager(s)
JM Flexicap Fund	Fund Manager: Mr. Satish Ramanathan Co-Fund Managers: Mr. Asit Bhandarkar Mr. Chaitanya Choksi Ms. Ruchi Fozdar (Debt Portion)	Fund Manager: Mr. Satish Ramanathan Co-Fund Managers: Mr. Asit Bhandarkar Mr. Deepak Gupta Ms. Ruchi Fozdar (Debt Portion)
JM Large Cap Fund	Fund Managers: Mr. Satish Ramanathan Co-Fund Managers: Mr. Asit Bhandarkar Mr. Deepak Gupta Ms. Ruchi Fozdar (Debt Portion)	Fund Manager: Mr. Deepak Gupta Co-Fund Managers: Mr. Asit Bhandarkar Mr. Satish Ramanathan Ms. Ruchi Fozdar (Debt Portion)
JM Value Fund	Fund Manager : Mr. Satish Ramanathan Co-Fund Managers: Mr. Asit Bhandarkar Mr. Chaitanya Choksi Ms. Ruchi Fozdar (Debt Portion)	Fund Manager : Mr. Satish Ramanathan Co-Fund Managers: Mr. Asit Bhandarkar Mr. Deepak Gupta Ms. Ruchi Fozdar (Debt Portion)
JM Focused Fund	Fund Manager : Mr. Asit Bhandarkar Co-Fund Managers: Mr. Satish Ramanathan Mr. Chaitanya Choksi Ms. Ruchi Fozdar (Debt Portion)	Fund Manager : Mr. Asit Bhandarkar Co-Fund Managers: Mr. Satish Ramanathan Mr. Deepak Gupta Ms. Ruchi Fozdar (Debt Portion)
JM ELSS Tax Saver Fund	Fund Manager : Mr. Chaitanya Choksi Co-Fund Managers: Mr. Satish Ramanathan Mr. Asit Bhandarkar Ms. Ruchi Fozdar (Debt Portion)	Fund Manager : Mr. Deepak Gupta Co-Fund Managers: Mr. Satish Ramanathan Mr. Asit Bhandarkar Ms. Ruchi Fozdar (Debt Portion)
JM Aggressive Hybrid Fund	Fund Manager : Mr. Asit Bhandarkar Co-Fund Managers: Mr. Satish Ramanathan Mr. Chaitanya Choksi Ms. Ruchi Fozdar (Debt Portion)	Fund Manager : Mr. Asit Bhandarkar Co-Fund Managers: Mr. Satish Ramanathan Mr. Deepak Gupta Ms. Ruchi Fozdar (Debt Portion)
JM Arbitrage Fund	Fund Manager : Mr. Asit Bhandarkar Co-Fund Managers: Mr. Satish Ramanathan Mr. Chaitanya Choksi Ms. Ruchi Fozdar (Debt Portion)	Fund Manager : Mr. Asit Bhandarkar Co-Fund Managers: Mr. Satish Ramanathan Mr. Deepak Gupta Ms. Ruchi Fozdar (Debt Portion)
JM Midcap Fund	Fund Manager : Mr. Satish Ramanathan Co-Fund Managers: Mr. Asit Bhandarkar Mr. Chaitanya Choksi Ms. Ruchi Fozdar (Debt Portion)	Fund Manager : Mr. Satish Ramanathan Co-Fund Managers: Mr. Asit Bhandarkar Mr. Deepak Gupta Ms. Ruchi Fozdar (Debt Portion)
JM Small Cap Fund	Fund Manager : Mr. Asit Bhandarkar Co-Fund Managers: Mr. Satish Ramanathan Mr. Chaitanya Choksi Ms. Ruchi Fozdar (Debt Portion)	Fund Manager : Mr. Asit Bhandarkar Co-Fund Managers: Mr. Satish Ramanathan Mr. Deepak Gupta Ms. Ruchi Fozdar (Debt Portion)

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JM Financial MF announces change in Fund Manager of the following scheme

JM Financial Mutual Fund has announced change in Fund Manager of the following scheme with effect from: 27 January 2025

Change in Fund Manager of the Scheme:

Scheme Name	Existing Fund Manager	New Fund Manager
JM Large Cap Fund	Mr. Satish Ramanathan Co-Fund Managers: Mr. Chaitanya Choksi, Mr. Asit Bhandarkar & & Ms. Ruchi Fozdar (Debt Portion)	Mr. Satish Ramanathan Co-Fund Managers: Mr. Asit Bhandarkar , Mr. Deepak Gupta & Ms. Ruchi Fozdar (Debt Portion)

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Fund House Details & Investment Objective

Date of Incorporation

12 December 1994

Total AUM (Cr)

₹822.48

JM Aggressive Hybrid Fund - (IDCW) is an Aggressive Hybrid Fund-oriented fund from the renowned AMC, JM Financial Mutual Fund. Launched in 12 December 1994, this fund is managed by Asit Bhandarkar. With assets under management (AUM) worth ₹822.48 (Cr), as of 19 June 2025, JM Aggressive Hybrid Fund - (IDCW) is categorized as a Aggressive Hybrid Fund within its segment. The fund has generated a return of 11.70% since its launch.
The current NAV of JM Aggressive Hybrid Fund - (IDCW) is ₹33.28, as on 19 June 2025. The fund's benchmark index is CRISIL Hybrid 35+65 - Aggressive Index. You can invest in JM Aggressive Hybrid Fund - (IDCW) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹100 while the minimum lumpsum investment is ₹1,000.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
1.00% - If redeemed / switched out within 60 days from the date of allotment. Nil - If redeemed/switched out after 60 days from the date of allotment. The fund has generated 25.55% and 27.20% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 76.32% in Equity, 24.21% in Debt and -0.52% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 23.84% in Debt, 12.20% in Banks, 11.17% in Finance, 5.97% in IT-Software, 5.39% in Pharmaceuticals & Biotech

FAQs

How to Invest in JM Aggressive Hybrid Fund - (IDCW) Direct Growth?

JM Aggressive Hybrid Fund - (IDCW) is a popular fund in the Aggressive Hybrid Fund segment. The fund has generated a return of 11.70% since inception. Looking to invest in JM Aggressive Hybrid Fund - (IDCW) How about earning 1% extra return? All this is possible with m.Stock! Investing in JM Aggressive Hybrid Fund - (IDCW) is super easy and convenient with m.Stock. Here’s how you can begin:

Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage on Mutual Funds, Delivery & IPO.
In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
In the search bar, enter the fund name, in this case, JM Aggressive Hybrid Fund - (IDCW)
On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
If you choose to invest a Lumpsum: Use the Lumpsum Calculator to estimate returns, then enter the investment amount, select the payment mode mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
If you choose the SIP route: Utilize the SIP Calculator to forecast potential growth, then enter the SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in JM Aggressive Hybrid Fund - (IDCW) today and reap the benefits of this Aggressive Hybrid Fund fund!

How much returns has JM Aggressive Hybrid Fund - (IDCW) Direct Growth generated?

In the short term, i.e., 1 year, JM Aggressive Hybrid Fund - (IDCW) has generated annualised return of -1.69%. In the long-term, the fund has generated 25.55% and 27.20% in 3 and 5 years respectively. Since its inception, the fund has generated 11.70% returns.

What is the expense ratio of JM Aggressive Hybrid Fund - (IDCW) Direct Growth?

The expense ratio of JM Aggressive Hybrid Fund - (IDCW) Direct Growth is 2.24%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of JM Aggressive Hybrid Fund - (IDCW) Fund Direct Growth?

The Assets Under Management (AUM) of JM Aggressive Hybrid Fund - (IDCW) is ₹822.48 (Cr) as of 2025-06-19 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from JM Aggressive Hybrid Fund - (IDCW) Direct Growth?

Redeeming or selling units of JM Aggressive Hybrid Fund - (IDCW) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.

To redeem from JM Aggressive Hybrid Fund - (IDCW):

Login to your m.Stock account
In portfolio, your mutual fund investments will be visible under ‘MF’
Select the fund you wish to redeem from (in this case JM Aggressive Hybrid Fund - (IDCW)).
Click on ‘Redeem’ button
You have 2 options – redeem by units and redeem by value (you can only redeem free units)
Select units to be redeemed and click on submit.
Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).