3 Year Returns
10.74%
NAV (₹)
120.4277
1 Day NAV Change
-0.12%
JM Aggressive Hybrid Fund Growth is a scheme from JM Financial Mutual Fund AMC, launched on 01 Apr 1995 and currently managing ₹ 699.77 Cr in assets. It sits in the very high risk category on the riskometer, with a minimum SIP of ₹100 and a lump sum of ₹1000. The sections below cover its latest NAV, historical returns, portfolio holdings, and expense ratio.
JM Aggressive Hybrid Fund Growth Fund Details
| Min. SIP Amount | ₹ 100 |
| Min. Lumpsum Amount | ₹ 1000 |
| AUM | ₹ 699.77 Cr |
| Expense Ratio | 2.68% |
| Lock-in Period | No Lock-in Period |
| Inception Date | 01 Apr 1995 |
| Fund Age | 31 Yrs |
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.
Fund’s Investment Objective
To provide steady current income as well as long term growth of capital
Calculate Your Mutual Fund Returns
Returns Estimator
Estimation is based on the past performance
Expected Rate of Return
The value of your investment after 5 Years will be
₹4,12,432
Invested Amount
₹3,00,000
Est. Returns
₹1,12,432
Scheme’s Historical Return
Asset Allocation
AUM
₹1,33,309.00 Cr
Cash Holdings
21.45%
Equity
70.84%
Cash
21.45%
Debt
1.71%
Other
6%
JM Aggressive Hybrid Fund Growth Sector Holdings
Last Updated: 31 Jul 2026| Sectors | Allocation | Weightage | Value (in Cr.) |
|---|---|---|---|
| Others | 24.39% | ₹ 170.662 | |
| Banks | 15.14% | ₹ 105.946 | |
| Automobile | 7.76% | ₹ 54.316 | |
| E-Commerce/App based Aggregator | 7.44% | ₹ 52.074 | |
| IT - Software | 6.85% | ₹ 47.935 | |
| Finance | 5.91% | ₹ 41.349 | |
| Healthcare | 5.22% | ₹ 36.561 | |
| Consumer Durables | 4.88% | ₹ 34.165 | |
| Telecom-Service | 3.86% | ₹ 27.035 | |
| Power Generation & Distribution | 3.55% | ₹ 24.86 |
JM Aggressive Hybrid Fund Growth Stock Holdings
Last Updated: 31 Jul 2026| Name | Allocation | Weightage | Value (in Cr.) | Sector |
|---|---|---|---|---|
| GSEC2031 | 3.58% | ₹ 25.163 | Govt. Securities | |
| Bajaj Finance | 3.54% | ₹ 24.883 | Finance | |
| Bharti Airtel | 3.04% | ₹ 21.386 | Telecom-Service | |
| One 97 | 3.00% | ₹ 21.105 | E-Commerce/App based Aggregator | |
| Coforge | 2.84% | ₹ 19.964 | IT - Software | |
| Eternal | 2.58% | ₹ 18.147 | E-Commerce/App based Aggregator | |
| Reliance Industr | 2.47% | ₹ 17.394 | Refineries | |
| Apollo Hospitals | 2.17% | ₹ 15.239 | Healthcare | |
| Kotak Mah. Bank | 2.11% | ₹ 14.831 | Banks | |
| ICICI Bank | 2.05% | ₹ 14.426 | Banks |
Fund Manager Details
Risk-O-Meter
Investors understand that their principal will be at Very High Risk
Risk Scale
AMC Information
JM Financial Mutual Fund
Funds Managed
17
Assets Managed
₹ 13,204.59 Cr
Contact Details
Registered Address
Office B,8th Floor, Cnergy,AppasahebMarathe Marg,prabhadevi,Mumbai - 400 025.
Managing Director
Mr. V.P. Shetty
Chief Executive Officer
Mr. Amitabh Mohanty
Compliance Officer
Diana D'sa
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Disclaimer
The information provided on this page is for informational purposes only and should not be construed as investment advice, recommendation, or solicitation to buy or sell any securities or financial pr...
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