• Open Account

JM Aggressive Hybrid Fund - (IDCW)

Aggressive Hybrid Fund • OPEN
NAV as of Apr 29, 2026
₹272.01
1 day change
Returns since inception
11.18%
CAGR
AUM (Fund size)
₹652 Cr
NAV: ₹ 272.01
as on Apr 29, 2026
JM Aggressive Hybrid Fund - (IDCW)

JM Aggressive Hybrid Fund - (IDCW) Overview

AUM (Fund size) ₹ 652 Cr
Expense ratio 2.36 %
Exit load 1.00% - If redeemed / switched out within 60 days from the date of allotment. Nil - If redeemed/switched out after 60 days from the date of allotment.
Plan type Regular Fund
Risk Very High
Lock-in Period Nil
Benchmark CRISIL Hybrid 35+65 - Aggressive Index
Min. investment SIP: ₹100    Lumpsum: ₹1,000
Age 31 yrs 4 m since Dec 12, 1994
Tax implication STCG Tax: As per your Income Tax Slab, if redeemed before 3 Years, LTCG Tax: 20% with indexation benefitu00a0 post 3 Years

Holdings Distribution

Debt
23.85%
Banks
14.18%
Automobiles
5.32%
Finance
4.47%
Capital Markets
4.44%

Top Holdings

HDFC Bank 3.93%
Bharti Airtel 3.75%
Larsen & Toubro 3.44%
GSEC2035 6.48 3.21%
Multi Comm. Exc. 2.99%
Bajaj Finance 2.89%
Vedanta 2.81%
NTPC 2.56%
Reliance Industr 2.49%
Ujjivan Small 2.45%

Scheme Information

JM Aggressive Hybrid Fund - (IDCW) was launched on 12/12/1994. The fund manages ₹652 Cr in assets. Its current expense ratio is 2.36%.

Fund Manager: Asit Bhandarkar

Returns Calculator

Calculate your investment growth with SIP or Lumpsum.

Estimated Breakdown

Invested amount ₹0
Est. returns ₹0
Total value ₹0
Open Demat Account →

FAQs on JM Aggressive Hybrid Fund - (IDCW)

The current expense ratio of JM Aggressive Hybrid Fund - (IDCW) is 2.36%.

The AUM of JM Aggressive Hybrid Fund - (IDCW) is ₹652 crore.

Log in to your investment platform, select the fund, enter units or amount, and confirm the redemption request.

Yes, JM Aggressive Hybrid Fund - (IDCW) allows both SIP and lump sum investments.

The latest NAV is ₹272.01.

Minimum SIP starts from ₹100.

Redemption can be done via AMC website or your investment platform.

Invest
Ready to invest in Mutual Funds
Start SIP Today!
App QR Code

Download the PL Capital App

Open Demat Account
×