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Jm Aggressive Hybrid Fund Half Yearly Bonus Option Principal Units
- Hybrid
- Aggressive
- Very High
-
₹116.16
(-1.86%)
Current NAV 27-01-2025
-
10.97%
Returns
-
Min. SIP ₹500
Min. Investment ₹1000
Fund Suitability Test
Returns (NAV as on 27-Jan-2025)
Track investment returns to meet financial goals.
| This Fund | Category Avg. | Benchmark | |
|---|---|---|---|
| 1W | -3.95% | 0.039% | 1.54% |
| 1M | -9.04% | -2.416% | -3.88% |
| 3M | -8.84% | -10.09% | -8.52% |
| 6M | -10.96% | 0.621% | -9.95% |
| 1Y | 10.97% | 15.841% | 1.08% |
| 2Y | 26.37% | 19.291% | 14.93% |
| 3Y | 18.93% | 12.701% | 11.94% |
| 5Y | 22.16% | 16.01% | 17.89% |
| ALL | 0% | 11.83% | 13.62% |
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Risk Analysis
| Standard Dev | Sharpe | Beta | Alpha | |
|---|---|---|---|---|
| Fund | 11.08% | 1.36% | 0.98% | 9.49% |
| Category | 10.42% | 0.62% | 0.62% | 0.62% |
Riskometer
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Start SIPPortfolio Summary (as on 31-Jan-2025)
An insight into your portfolio composition.
Equity77.28% Debt18.76% Others3.96%
Equity Market Cap
Top 5 Sectors of Equity
Financial Services 19%
Consumer Cyclical 14%
Technology 11%
Healthcare 10%
Basic Materials 7%
Top 5 Companies of Equity
Infosys Ltd 5%
Bajaj Finance Ltd 5%
HDFC Bank Ltd 4%
Bajaj Auto Ltd 4%
Bharti Airtel Ltd 4%
Debt Market Cap
Top 5 Sectors of Debt
19%
Top 5 Companies of Debt
6.79% Govt Stock 2034 4%
6.92% Govt Stock 2039 2%
Gujarat (Government of) 7.22% 1%
7.32% Govt Stock 2030 1%
Small Industries Development Bank Of India 1%
Others Market Cap
Top 5 Sectors of Others
4%
Top 5 Companies of Others
Treps 3%
Punjab National Bank 1%
Net Receivable/Payable 0%
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Chat with usFrequently Asked Questions
What is the current NAV of Jm Aggressive Hybrid Fund Half Yearly Bonus Option Principal Units?
Net asset value is the per unit price of the mutual fund. The NAV of funds changes every day. The latest NAV of Jm Aggressive Hybrid Fund Half Yearly Bonus Option Principal Units as of 27-01-2025 is 116.1562.
What is the benchmark of Jm Aggressive Hybrid Fund Half Yearly Bonus Option Principal Units?
Jm Financial performance is primarily benchmarked against the NIFTY 500 TRI with NIFTY 50 TRI serving as an addition.
Is Jm Aggressive Hybrid Fund Half Yearly Bonus Option Principal Units a safe fund to invest?
Every fund has different types of risk which are mentioned in the risko-meter. The investors are advised to understand their risk tolerance and decide which type of fund they can invest in.
What are the top 5 holdings of Jm Aggressive Hybrid Fund Half Yearly Bonus Option Principal Units?
The fund's top 5 sectors holdings are Financial Services, Consumer Cyclical, Technology, Healthcare, Basic Materials, ,
How can I redeem my investments in Jm Aggressive Hybrid Fund Half Yearly Bonus Option Principal Units?
Redeeming your investments in Jm Aggressive Hybrid Fund Half Yearly Bonus Option Principal Units is super easy.
• If you have invested this fund via MySIPonline, just log into the app, go to the investment section, and place your redemption request.
• If you have invested this fund from elsewhere, go to the fund house website and place your redemption request from there.
Who manages this fund, and what is their expertise?
Asit Bhandarkar, Chaitanya Choksi, Gurvinder Singh Wasan, with an extensive experience of 15 years while managing equity & related investments. He is focused on picking quality companies and holds them for a long duration to generate good compounding returns in their funds.
What is the expense ratio of Jm Aggressive Hybrid Fund Half Yearly Bonus Option Principal Units?
The expense ratio of a mutual fund means the charges that you pay to the mutual fund company for managing your investments in the fund. This fund has an expense ratio of 1.37%.
What is the AUM or size of Jm Aggressive Hybrid Fund Half Yearly Bonus Option Principal Units?
AUM or asset under management is the total value of the assets held by a mutual fund scheme. A fund with a high AUM means a lot of money has been invested in it. The AUM of Jm Aggressive Hybrid Fund Half Yearly Bonus Option Principal Units is Rs 764.18 Crs. Crs.
Should I invest in Jm Aggressive Hybrid Fund Half Yearly Bonus Option Principal Units?
This fund has a consistency rating of which indicates that the fund has generated average returns. However, whatever returns that the fund delivers, it does so with exceptional consistency. You can consider this fund if the predictability of returns is what you are looking for.
How to start online SIP in Jm Aggressive Hybrid Fund Half Yearly Bonus Option Principal Unitss?
MySIPonline is a dedicated platform to start online SIP or mutual funds in any scheme of mutual funds. Firstly, the investor needs to complete KYC details, choose the best fund, add it to the cart, and make the payment through UPI, net banking, or debit card available on our site.
Is there any brokerage/advisory fees on Mutual Fund SIP transactions?
At MySIPonline, we do not charge any fees related to brokerage & advisory part. That makes us more accessible and cost-effective for a broader range of investors.
