HYBRID•AGGRESSIVE HYBRID FUND
JM Aggressive Hybrid Fund Direct Annual IDCW Reinvestment
3 Year return
15.05%
NAV on August 09, 2026
47.6756
1D Returns
-0.07%
Launched on September 2014(12 years)
Investment Details
₹1000
Minimum SIP Amount
₹1000
Minimum one time investment
Fund has no lock-in period
Calculate Returns
Based on past performance of this fund
₹
Your Investment₹3,600
Gain
27%₹972
Total Value ₹4,572
Risk Involved
Your principal will be at
Very High Risk
Scheme Information
Asset Under Management
₹692.05 Cr.
Expense Ratio
1.09% (inclusive of GST)
Exit Load
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.
Ratings
3.5
Ratings by other agencies
Value Research
3
Crisil
0
Morning Star
4
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
JM Financial Mutual Fund Manager
AB
Asit Bhandarkar
Fund Manager since Jul 2025
CC
Chaitanya Choksi
Fund Manager since Feb 2011
DC
Deepak Chandra Gupta
Fund Manager since Jul 2025
DG
Deepak Gupta
Fund Manager since Jul 2025
RF
Ruchi Fozdar
Fund Manager since Jul 2025
SR
Satish Ramanathan
Fund Manager since Oct 2024
Fund House Details
JM Financial Mutual Fund
Asset management company
AUM
₹13,204.59 Cr.
No. of Schemes
99
Setup Date
15 September 1994
Peer Comparison
Comparison with other similar funds
| Funds | 3 Y Returns | ARQ Rating |
|---|---|---|
| ICICI Prudential Equity and Debt Fund | 15.3776% | 5 |
| Bank of India Mid and Small Cap Equity and Debt Fund | 18.6683% | 3 |
| Edelweiss Aggressive Hybrid Fund | 15.0846% | 3 |
Schemes by JM Financial Mutual Fund
List of mutual fund schemes by AMC
Funds
3 Years Returns
Hybrid . Aggressive Hybrid Fund
JM Aggressive Hybrid Fund Direct Bonus Principal Units Reinvestment0%
Key Features of The Fund
5-year return
14.7337%
Expense Ratio
1.09%
Fund Manager
Asit Bhandarkar
Fund Size
₹692.05 Cr.
Risk Profile
Very High
AMC Contact Details
| Name | JM Financial Mutual Fund |
| Launch Date | 15 September 1994 |
| Address | JM Financial Services Ltd. 5th Floor, Cnergy, Appasaheb Marathe Marg, Prabhadevi, Mumbai - 400 025. |
| Contact | 912267040404 |
| customer.support@jmfl.com | |
| Website | https://www.jmfinancialservices.in/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
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FAQs
What is today's NAV of JM Aggressive Hybrid Fund Direct Annual IDCW Reinvestment?
NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of JM Aggressive Hybrid Fund Direct Annual IDCW Reinvestment on August 09, 2026, is ₹47.6756
What is the AUM of JM Aggressive Hybrid Fund Direct Annual IDCW Reinvestment?
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of JM Aggressive Hybrid Fund Direct Annual IDCW Reinvestment, is ₹692.05 crore.
What is the expense ratio of JM Aggressive Hybrid Fund Direct Annual IDCW Reinvestment?
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of JM Aggressive Hybrid Fund Direct Annual IDCW Reinvestment is 1.09%
What are the returns of JM Aggressive Hybrid Fund Direct Annual IDCW Reinvestment since inception?
The JM Aggressive Hybrid Fund Direct Annual IDCW Reinvestment was launched on September 15, 2014. The fund has delivered a CAGR of undefined since inception.
What is the minimum SIP amount to invest in JM Aggressive Hybrid Fund Direct Annual IDCW Reinvestment?
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for JM Aggressive Hybrid Fund Direct Annual IDCW Reinvestment is ₹1000.
How do I invest in JM Aggressive Hybrid Fund Direct Annual IDCW Reinvestment?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in JM Aggressive Hybrid Fund Direct Annual IDCW Reinvestment?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in JM Aggressive Hybrid Fund Direct Annual IDCW Reinvestment?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in JM Aggressive Hybrid Fund Direct Annual IDCW Reinvestment?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.
ENTER AMOUNT
₹
₹4,572 in 3Y at 15.0492% returns
SIP Date1st of every month
Your next SIP Payment will be on 10 September 2026
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