HybridAggressive Hybrid FundDirect · Growth
JM Aggressive Hybrid Fund (Direct) - Growth Option
JM Financial · Scheme 120484
₹140.70▼ 0.29%NAV · 2026-08-05
Decent FundScore
AUM
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Expense ratio
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3Y CAGR
15.2%
Risk level
High
Min SIP
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Benchmark
CRISIL Hybrid 35+65 - Aggressive Index
NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +3.49% |
| 3 Months | +5.98% |
| 6 Months | +3.00% |
| 1 Year | +2.37% |
| 3 Years (CAGR) | +15.15% |
| 5 Years (CAGR) | +14.54% |
| 10 Years (CAGR) | +13.18% |
| Since Launch | +13.51% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns60
Consistency66
Risk-adjusted34
Downside protection43
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ 3Y CAGR: +15.2%
- ✓ 3Y CAGR vs category: +2.6% vs category avg
- ✓ Positive 3Y windows: 96% of rolling 3Y windows positive
- ✓ Return stability: rolling-return std 8.3%
- ✓ Volatility: 14% annualised
What to watch
- • 1Y return: +2.4%
- • 1Y return vs category: -3.4% vs category avg
- • Sharpe ratio: 0.53
- • Sortino ratio: 0.65
Risk metrics
Sharpe ratio
0.53
Sortino ratio
0.65
Volatility
14.12%
Max drawdown
-36.57%
Downside capture
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SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.