JM Aggressive Hybrid Fund (Direct)

Aggressive HybridHybrid Rank 10 of 32

NAV · Direct-Growth

₹136.95-0.14-0.10%

As of 7 Oct 2026 · AMFI

NAV growth-1.6%

Oct ’25Oct ’26

Arthkar verdictA balanced read

Returns

Mixed vs category

2 of 3 periods ahead

Consistency

Steady

positive in 9 of 12 years

Beats its Aggressive Hybrid category on 3Y & 5Y but trails on 1Y.

1Y return

-1.6%

-10.6 vs cat

3Y CAGR

+12.0%

+0.2 vs cat

5Y CAGR

+12.3%

+3.3 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

14.0%

3Y std dev

Go deeper on JM Aggressive Hybrid Fund (Direct)

Two data-only views, computed from this fund's real NAV history — no projections.

JM Aggressive Hybrid Fund (Direct) SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.JM Aggressive Hybrid Fund (Direct) real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

JM Aggressive Hybrid Fund (Direct) is a Aggressive Hybrid scheme from JM Financial. Long-run track record: about 12.3% CAGR over 5 years. Worst historical drawdown: -37% in Mar 2020, recovered in 7 months.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF192K01BQ9

NAV (Direct-Growth)

₹136.9458

Last 1Y

-1.59%

Oct 25Min ₹122.10 · Max ₹142.91 · 247 ptsOct 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Mar 2020

-36.6%

Peak ₹50.77 on 3 Jun 2019 → trough ₹32.21 on 23 Mar 2020 (10 months down).

Recovered in 7 months· 23 Oct 2020

Mar 2026 — ongoing

-17.0%

Peak ₹147.17 on 23 Sept 2024 → trough ₹122.10 on 30 Mar 2026 (18 months down).

Not yet recovered

Jun 2022

-15.2%

Peak ₹77.99 on 18 Oct 2021 → trough ₹66.12 on 20 Jun 2022 (8 months down).

Recovered in 4 months· 1 Nov 2022

Feb 2016

-14.1%

Peak ₹40.61 on 13 Apr 2015 → trough ₹34.90 on 25 Feb 2016 (11 months down).

Recovered in 5 months· 12 Jul 2016

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	+0.47%	+0.23%	8/ 35
1M	-2.88%	-3.02%	13/ 35
3M	+0.42%	-2.44%	5/ 35
6M	+8.93%	+16.98%	7/ 32
YTD	-0.71%	+7.57%	10/ 32
1Y	-1.59%	+9.05%	17/ 32
2Y	-1.26%	+4.16%	28/ 32
3Y	+12.00%	+11.80%	10/ 32
5Y	+12.30%	+9.02%	4/ 32
7Y	+18.32%	+14.41%	4/ 31
10Y	+12.76%	+11.87%	8/ 23

Available plans & options

PlanOptionFull nameISIN

Click a plan to see its NAV and chart above. Direct plans have lower expense ratios than Regular — same portfolio, more of the return stays with you.

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