Aggressive Hybriddirectbonus
JM Aggressive Hybrid Fund (Direct) - Half Yearly Bonus Option - Principal Units
JM Financial Mutual Fund · AMFI Code: 133409
₹131.1823
NAV as of 27 Jan 2025
Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-3.92%
1 Month-8.92%
3 Months-8.66%
6 Months-10.51%
1 Year+12.97%
3 Years (CAGR)+20.54%
5 Years (CAGR)+23.48%
10 Years (CAGR)+12.73%
Since Inception (Dec 2014)+13.12%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-3.99%
3 Year SIP+21.77%
5 Year SIP+23.13%
Since Inception (Dec 2014)+16.45%
Fund Details
Fund HouseJM Financial Mutual Fund
CategoryAggressive Hybrid
Plan Typedirect
Optionbonus
Min SIP₹500
Min Lumpsum₹1,000
Launch Date23 Dec 2014
AMFI Code133409
Risk Metrics
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Sharpe Ratio
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Alpha
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Beta
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Sortino
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Std Dev
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Max Drawdown
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