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OmniAsset › Mutual funds › JM Aggressive Hybrid Fund

JM Aggressive Hybrid Fund

Aggressive Hybrid fund benchmarked to Crisil Hybrid 35+65 Aggressive Index. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202633.905
CategoryAggressive Hybrid
PlanRegular · Idcw
Launched1 Apr 1995
Risk labelthe scheme's own riskometerVery High Risk
Legal benchmarkSEBI Tier-1Crisil Hybrid 35+65 Aggressive Index
Expense ratiodirect plan, a year2.67%
AUM₹2.55 Cr
Growth of ₹10,000₹17,7042 Sep 2021 to 2 Sep 2026
₹19,065₹16,509₹13,953₹11,397₹8,841Sep 2021Nov 2022Mar 2024Jun 2025Sep 2026
₹17,704 (+12.1% a year) JM Aggressive Hybrid Fund

Performance (trailing, annualised)

1Y annualised1.69%
3Y annualised11.83%
5Y annualised12.10%
10Y annualised11.78%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,23,9906.20%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,86,4324.65%
SIP 5Y (₹10,000 a month)invested ₹6,00,000 → worth ₹8,01,39011.52%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 202122.94%
Calendar 20228.05%
Calendar 202333.85%
Calendar 202426.98%
Calendar 2025-3.13%

Rolling returns

Rolling 1Y · average539 windows since 29 Mar 201612.95%
Rolling 1Y · median7.35%
Rolling 1Y · worst window-33.09%
Rolling 1Y · best window87.15%
Rolling 1Y · windows positive76%
Rolling 3Y · average436 windows since 28 Mar 201813.41%
Rolling 3Y · median14.29%
Rolling 3Y · worst window-8.83%
Rolling 3Y · best window31.57%
Rolling 3Y · windows positive90%
Rolling 5Y · average333 windows since 26 Mar 202013.72%
Rolling 5Y · median12.42%
Rolling 5Y · worst window-8.06%
Rolling 5Y · best window30.01%
Rolling 5Y · windows positive95%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)12.57%
Downside deviation (3Y)9.13%
Maximum drawdown-19.03%

Management

Fund managerMr. Asit Bhandarkar, Mr. Satish Ramanathan, Mr. Deepak Gupta, Ms. Ruchi Fozdar
Managing since28 Dec 2021

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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