
JM Aggressive Hybrid Fund(G)-Direct Plan
+13.40%
5Y annualised
+13.40%
5Y annualised
-0.26% 1D
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Buy, Hold or Sell?
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NAV : 09 Sep 2026
₹140.65
Min. SIP amount
₹1,000
Fund size (AUM)
699 Cr
Expense ratio
0.66%
Launched on
01 Jan 2013
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 09 Sep 2026
₹140.65
Min. SIP amount
₹1,000
Fund size (AUM)
699 Cr
Expense ratio
0.66%
Launched on
01 Jan 2013
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
42.36%
Mid Cap
20.65%
Small Cap
14.80%
Others
22.20%
Sector Allocation
Bank
11.91%
Corporate Debt
9.54%
It
9.52%
Finance
8.22%
Automobile & Ancillaries
6.72%
Government Securities
5.46%
Healthcare
4.93%
Domestic Equities
4.45%
Others
39.22%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
1% on or before 60D, Nil after 60D
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Asit Bhandarkar
Present
Satish Ramanathan
Present
Deepak Gupta.
Present
Ruchi Fozdar
Present
Similar/Peer Fund Comparison
Bank of India Aggressive Hybrid Fund(G)-Direct Plan
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HSBC Aggressive Hybrid Active FOF(G)-Direct Plan
Bandhan Aggressive Hybrid Fund(G)-Direct Plan
HSBC Aggressive Hybrid Fund(G)-Direct Plan
Kotak Aggressive Hybrid Fund(G)-Direct Plan
FAQs
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