TickerKhojJM Financial Mutual Fund · Hybrid · Aggressive Hybrid · Regular plan
JM Aggressive Hybrid Fund - Regular Plan - Growth
₹116.509NAV on 2 Nov 2026Expense ratio 2.69%
3 Nov 2025NAV low 105.7 · high 123.23-5.5%
In plain words
Over 3 years it returned +10.1% a year, against +8.0% for its benchmark index.
Its worst fall from a peak in the last 3 years was -19.0%.
On 3-year return it ranks 11 of 30 funds in Aggressive Hybrid.
A monthly SIP over 10 years ended ₹1,84,783 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | +0.6% | +4.6% |
| 3 months | -3.1% | -3.8% |
| 6 months | +1.9% | -1.6% |
| 1 year | -5.1% | -8.1% |
| 3 years (yearly) | +10.1% | +8.0% |
| 5 years (yearly) | +10.6% | +6.5% |
| 10 years (yearly) | +11.6% | +11.7% |
| Since start (yearly) | +8.8% | +11.3% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,19,457 | -0.8% |
| 3 years | ₹3,60,000 | ₹3,64,805 | +0.9% |
| 5 years | ₹6,00,000 | ₹7,57,540 | +9.3% |
| 10 years | ₹12,00,000 | ₹23,16,889 | +12.6% |
Other plan of this fund: JM Aggressive Hybrid Fund - Direct Plan - Growth