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Value Research Rating
Our Opinion
Riskometer
Very High
₹116.6630 -0.91%
As on 20-May-2025
As per SEBI's Riskometer.
Split between different types of investments
Split between categories of Equity investments
|
Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
JM Aggressive Hybrid Fund
|
|
|
Very High
|
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2.24 |
|
|
|
Very High
|
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1.57 |
||
|
|
Very High
|
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1.73 |
||
 |
|
Very High
|
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1.77 |
||
|
|
Very High
|
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1.88 |
₹802 Cr
1.00 (60)
1,000
500
100
12
Investment Strategy
The scheme aims at steady current income as well as long term growth of capital from a balanced portfolio of debt and equity.
Suitability
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way.
Aggressive hybrid funds invest 65-80 per cent of your money in equity shares and the rest in bonds. Their returns are slightly lower than those of pure equity funds which invest all your money in shares, but they also fall relatively less when the stock markets decline. This makes them suitable for conservative equity investors or first-time equity investors who are not used to sharp ups and downs.
Like for all equity-linked investments, you must invest only through the SIP route. Click here to read a primer on SIP investing.
Warning: Do not invest in this, or any other aggressive hybrid fund, if you need to redeem your investment in less than five years.
Capital Gains Taxation
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
1 min read•By News Desk
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of JM Aggressive Hybrid Fund through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, JM Aggressive Hybrid Fund can be bought from the JM Financial Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
The latest declared NAV of JM Aggressive Hybrid Fund, is ₹116.6630 as of 21-May-2025.
| Company | Percentage of Portfolio |
|---|---|
|
GOI Sec 6.79 07/10/2034 |
5.33
|
|
GOI Sec 6.92 18/11/2039 |
1.69
|
|
Gujarat State SDL 7.22 15/01/2035 |
1.29
|
|
Small Industries Devp. Bank of India Ltd SR VIII Debenture 7.68 09/07/2027 |
0.95
|
|
GOI Sec 7.17 17/04/2030 |
0.78
|
Over the past five years, JM Aggressive Hybrid Fund has delivered an annualised return of 28.18% as of 21-May-2025.
The minimum investment required to start investing in JM Aggressive Hybrid Fund is ₹1,000 for the lump sum option and ₹100 for the SIP (Systematic Investment Plan) option.
