NAV
₹136.3050
as of 30 Sept 2026
Expense Ratio
1.15%
Viewing Direct · Growth
Lumpsum returns (CAGR)
- 1Y
- +0.21%
- 3Y
- +12.01%
- 5Y
- +12.43%
- Since Inception
- +13.13%
SIP returns (XIRR)
- 1Y
- +0.99%
- 3Y
- +3.97%
- 5Y
- +11.64%
- Since Inception
- +13.36%
Performance Comparison
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Fund Details
Fund HouseJM Financial Mutual Fund
CategoryAggressive Hybrid
Launch Date01 Jan 2013
AMFI Code120484
Transaction facts
Min. Lumpsum₹1,000
Min. SIP₹100
Exit Load1% for redemption Within 60 days
Available transactions
PurchaseSIPRedeemSWPSwitchSTPDemat
What this fund does
JM Aggressive Hybrid Fund · Direct · Growth aims to generate long-term capital appreciation with moderate income by investing 65-80% in equity and 20-35% in debt instruments. This asset allocation provides equity upside with a debt cushion during market downturns.
About This Fund
JM Aggressive Hybrid Fund · Direct · Growth is a Aggressive Hybrid mutual fund offered by JM Financial Mutual Fund. The fund has been operational for over 13 years. The current expense ratio is 1.15%.