HybridAggressive Hybrid FundDirect · Growth
JM Aggressive Hybrid Fund (Direct) - Growth Option
JM Financial · Scheme 120484
₹141.15▼ 0.34%NAV · 2026-09-18
Decent FundScore
AUM
₹704 cr
Expense ratio
1.16%
3Y CAGR
14.9%
Risk level
High
Min SIP
₹100
Benchmark
CRISIL Hybrid 35+65 - Aggressive Index
Fund manager: Sanjay Kumar ChhabariaExit load: Exit load of 1%, if redeemed within 60 days.
Decent · 56/100
A solid option with a few areas worth a closer look.
🎯 A middle-ground option — some growth with a cushion, good for moderate risk appetite.
📈 Why it could do well
- ✓3Y CAGR: +14.9%
- ✓Positive 3Y windows: 96% of rolling 3Y windows positive
📉 What could drag it down
- •1Y return: +3.9%
- •Sharpe ratio: 0.53
FundScore breakdown
56/100 · Decent
Returns
Decent
Consistency
Decent
Risk-adjusted
Weak
Downside protection
Weak
Cost efficiency
Decent
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.