- Mutual Funds
- JM Aggressive Hybrid Fund - Direct (IDCW-Q)
JM Aggressive Hybrid Fund - Direct (IDCW-Q)
Aggressive Hybrid Fund
- NAV 36.10 (1.17%)
- Fund Size (Cr) ₹383.76
- Expense Ratio 0.6
- Scheme Type Active Fund
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Value Research
- Minimum investment ₹1000
- Minimum Additional Investment ₹100
- Minimum SIP Investment ₹100
- Minimum Withdrawal ₹500
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Exit Load
1%
- Return Since Launch 14.76%
Basic Details
Asit Bhandarkar
CRISIL Hybrid 35+65 - Aggressive Index
OPEN
Lumpsum Returns
Note: Lumpsum Returns since Inception Date.
SIP Returns
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
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Risk Ratios
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Standard Deviation
3.26% -
Beta
0.65% -
Sharpe Ratio
1.53% -
Treynor’s Ratio
0.23% -
Jension’s Alpha
12.28%
Asset Allocation
There is no Asset Allocation data.
Sector Allocation
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Top 10 stock holding in portfolio
Peer Comparison
- Scheme Name
- Value Research
- Asset Size (Cr)
- 1M
- 3M
- 6M
- 1Y
- 3Y
-
JM Aggressive Hybrid Fund - Direct (IDCW-Q)
- 383.76
- 2.62%
- 12.57%
- 24.32%
- 55.85%
- 26.61%
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JM Aggressive Hybrid Fund - Direct (Bonus)
- 383.76
- 2.62%
- 12.59%
- 24.35%
- 55.88%
- 26.61%
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JM Aggressive Hybrid Fund - Direct (Half-Bonus)
- 383.76
- 2.62%
- 12.59%
- 24.35%
- 55.88%
- 26.61%
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JM Aggressive Hybrid Fund - Direct (Quarterly-Bonus)
- 383.76
- 2.62%
- 12.59%
- 24.35%
- 55.88%
- 26.61%
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JM Aggressive Hybrid Fund - Direct (Annual-Bonus)
- 383.76
- 2.62%
- 12.58%
- 24.34%
- 55.88%
- 26.61%
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JM Aggressive Hybrid Fund - Direct (IDCW-H)
- 383.76
- 2.62%
- 12.58%
- 24.34%
- 55.87%
- 26.61%
News
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JM MF Announces change in benchmark index under its schemes
JM Mutual Fund has announced change in the benchmark index for the following schemes, with effect from 01 June 2024. Accordingly, the revised benchmark index will be:
Change in name of Benchmark of JM Flexicap Fund
Name of the Schemes Existing Benchmark Indices Revised Name of Benchmark Indices JM Flexicap Fund S&P BSE 500 TRI BSE 500 TRI JM Value Fund S&P BSE 500 TRI BSE 500 TRI JM ELSS Tax Saver Fund S&P BSE 500 TRI BSE 500 TRI JM Large Cap Fund S&P BSE 100 TRI BSE 100 TRI JM Focused Fund S&P BSE 500 TRI BSE 500 TRI Powered by Capital Market - Live News
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JM FInancial MF Announces change in benchmark index under its schemes
JM FInancial Mutual Fund has announced change the benchmark index for the following schemes, with effect from 12 March 2024. Accordingly, the revised benchmark index will be:
Changes in Benchmark:
Name of Scheme Existing benchmark Revised benchmark JM Medium to Long Duration Fund CRISIL Medium to Long Duration Debt B-III Index CRISIL Medium to Long Duration Debt A-III Index JM Short Duration Fund CRISIL Short Duration Debt B-II Index CRISIL Short Duration Debt A-II Index JM Dynamic Bond Fund CRISIL Dynamic Bond B-III Index CRISIL Dynamic Bond A-III Index JM Low Duration Fund CRISIL Low Duration Debt B-I Index CRISIL Low Duration Debt A-I Index JM Liquid Fund CRISIL Liquid Debt B-I Index CRISIL Liquid Debt A-I Index Powered by Capital Market - Live News
Fund House Details & Investment Objective
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Date of Incorporation
24-Nov-2014
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Total AUM (Cr)
₹383.76
JM Aggressive Hybrid Fund - Direct (IDCW-Q) is an Aggressive Hybrid Fund-oriented fund from the renowned AMC, JM Financial Mutual Fund. Launched in Nov 2014, this fund is managed by Asit Bhandarkar. With assets under management (AUM) worth ₹383.76 (Cr), as of 26-Jul-2024, JM Aggressive Hybrid Fund - Direct (IDCW-Q) is categorized as a Aggressive Hybrid Fund within its segment. The fund has generated a return of 14.76% since its launch.
The current NAV of JM Aggressive Hybrid Fund - Direct (IDCW-Q) is ₹36.10, as on 26-Jul-2024. The fund’s benchmark index is CRISIL Hybrid 35+65 - Aggressive Index. You can invest in JM Aggressive Hybrid Fund - Direct (IDCW-Q) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹100 while the minimum lumpsum investment is ₹1000.
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 26.61% and 27.37% 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, 23.06% in Debt and 0.61% in cash and cash equivalents
The top 5 sectors the fund invests in are: 23.06% in Debt, 6.82% in Automobiles, 6.38% in Banks, 6.23% in Finance and 5.91% in Electrical Equipments.
FAQs on JM Aggressive Hybrid Fund - Direct (IDCW-Q)
JM Aggressive Hybrid Fund - Direct (IDCW-Q) is a popular fund in the Aggressive Hybrid Fund segment. The fund has generated a return of 14.76% since inception. Looking to invest in JM Aggressive Hybrid Fund - Direct (IDCW-Q)? How about earning 1% extra return? All this is possible with m.Stock! Investing in JM Aggressive Hybrid Fund - Direct (IDCW-Q) 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 across products for life.
- In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
- In the search bar, enter the fund name, in this case, JM Aggressive Hybrid Fund - Direct (IDCW-Q)
- 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: Enter amount, select payment 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, then enter SIP amount, SIP date, and set up ‘Autopay’ facility.
So, why wait? Invest in JM Aggressive Hybrid Fund - Direct (IDCW-Q) today and reap the benefits of this Aggressive Hybrid Fund fund!
In the short term, i.e., 1 year, JM Aggressive Hybrid Fund - Direct (IDCW-Q) has generated annualised return of 55.85%. In the long-term, the fund has generated 26.61% and 27.37% in 3 and 5 years respectively. Since its inception, the fund has generated 14.76% returns.
The expense ratio of JM Aggressive Hybrid Fund - Direct (IDCW-Q) Direct Growth is 0.6%. 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.
The Assets Under Management (AUM) of JM Aggressive Hybrid Fund - Direct (IDCW-Q) is ₹383.76 (Cr) as of 26 July 2024. AUM shows the fund’s popularity and is often indicative of fund strength.
Redeeming or selling units of JM Aggressive Hybrid Fund - Direct (IDCW-Q) 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 - Direct (IDCW-Q):
- 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 - Direct (IDCW-Q)).
- 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).
Yes, you can invest both lumpsum and SIP in JM Aggressive Hybrid Fund - Direct (IDCW-Q). Minimum lumpsum investment JM Aggressive Hybrid Fund - Direct (IDCW-Q) is ₹1000 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.
The latest NAV (Net Asset Value) of JM Aggressive Hybrid Fund - Direct (IDCW-Q) is ₹36.10 as on 26 July 2024.
The 5 biggest stock holdings of JM Aggressive Hybrid Fund - Direct (IDCW-Q) are:
HDFC Bank (4.39%), Infosys (3.47%), ICICI Bank (2.69%), Varun Beverages (2.55%), Voltas (2.49%)
A majority of JM Aggressive Hybrid Fund - Direct (IDCW-Q) 's AUM worth ₹383.76 (Cr) is invested in these 3 top sectors:
- Debt: 23.06%
- Automobiles: 6.82%
- Banks: 6.38%
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