TickerKhojJM Financial Mutual Fund · Hybrid · Aggressive Hybrid · Direct plan
JM Aggressive Hybrid Fund - Direct Plan - Growth
₹134.1547NAV on 30 Oct 2026Expense ratio 1.16%
29 Oct 2025NAV low 122.1 · high 142.91-5.3%
In plain words
Over 3 years it returned +11.8% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -17.0%.
On 3-year return it ranks 11 of 30 funds in Aggressive Hybrid.
A monthly SIP over 10 years ended ₹1,82,226 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 | -1.6% | +1.9% |
| 3 months | -3.2% | -5.1% |
| 6 months | +1.5% | -3.2% |
| 1 year | -5.1% | -10.2% |
| 3 years (yearly) | +11.8% | +7.4% |
| 5 years (yearly) | +12.1% | +6.5% |
| 10 years (yearly) | +12.6% | +11.3% |
| Since start (yearly) | +12.9% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,18,528 | -2.0% |
| 3 years | ₹3,60,000 | ₹3,73,705 | +2.3% |
| 5 years | ₹5,90,000 | ₹7,72,143 | +10.6% |
| 10 years | ₹11,90,000 | ₹24,61,230 | +13.8% |
Other plan of this fund: JM Aggressive Hybrid Fund - Regular Plan - Growth