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JM Aggressive Hybrid Fund(G)

+23.6%
(3Y CAGR)
HybriddotAggressive HybriddotVery HighdotVR Rating
ratingratingratingratingrating
VR Rating: 
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Fund Type

Scheme Details

NAV20 Dec 2024
123.2
AUM01 Nov 2024

720 Cr.

52 week high (NAV)23 Sep 2024
130.5
52 week low (NAV)20 Dec 2023
94.8
Inception date1995-04-01
Lock-in period

None

Minimum SIP100
Minimum Lumpsum1,000
Exit load info
1.0%
Benchmark IndexCRISIL Hybrid 35+65 - Aggressive Index

Debt Quants

Average maturity
N.A
Modified duration
N.A
Yeild to maturity
N.A%
Potential risk class
N.A
KEY RATIOSinfo
Alpha0.72
Beta1.11
Standard Deviation3.49%
Sharpe Ratio0.43

Asset Allocation

InstrumentsRatingHoldings
Instruments (0)Allocation

Peer Comparison

Name1Y ReturnVR Rating1Y Rank3Y Rank5Y RankAlphaNAV(₹)

Fund Managers

Asit Bhandarkar2021-12-28 - Present
Satish Ramanathan
Chaitanya Choksi
Ruchi Fozdar

Details

JM Aggressive Hybrid Fund(G) was launched on 1995-04-01 by JM Financial Mutual Fund. It is a Hybrid - Equity Oriented with an AUM of 720crore. The latest NAV is 123.23, as of 2024-12-20. The JM Aggressive Hybrid Fund(G) is rated as 5. The minimum SIP amount for the JM Aggressive Hybrid Fund(G) is 100 and the minimum lumpsum amount is 1000.
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Frequently Asked Questions

To invest a lumpsum amount in JM Aggressive Hybrid Fund(G) with Ventura: Access the Mutual funds section by logging in to Ventura through your browser/mobile app Select JM Aggressive Hybrid Fund(G) from the list, the amount to be invested & make the payment.

To start a SIP (Systematic Investment Plan) in JM Aggressive Hybrid Fund(G) with Ventura: Access the Mutual funds section by logging in to Ventura through your browser/mobile app Select JM Aggressive Hybrid Fund(G) from the list, the amount to be invested & date of deduction. Pay the first instalment towards your SIP. Set the autopay mandate to enable regular investment of future SIP instalments, directly from your bank account. And you're done. Note: Remember to keep your bank account funded with the amount for regular SIPs for your mutual fund investment in JM Aggressive Hybrid Fund(G).

It will take up to one trading day for the invested JM Aggressive Hybrid Fund(G) units to reflect in your portfolio. For example, If you have made the investment in JM Aggressive Hybrid Fund(G) on Monday before the cut-off time, the units will be allotted to you by Tuesday or the next working day if it is followed by a holiday. The NAV (Net Asset Value) for the units allotted will be as of the day you place your trades.

Yes, mutual funds can be bought or redeemed after market hours through the Ventura web platform or mobile application. However, the execution of these orders depends on the mutual fund's cutoff time for processing transactions.