JM Aggressive Hybrid Fund (Regular)

Aggressive HybridHybrid Rank 17 of 32

NAV · Regular-Growth

—+0.03+0.09%

As of — · AMFI

NAV growth+2.3%

Nov ’15Nov ’16

Arthkar verdictA balanced read

Returns

Mixed vs category

1 of 3 periods ahead

Consistency

Steady

positive in 8 of 12 years

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

1Y return

-3.1%

-12.1 vs cat

3Y CAGR

+10.2%

-1.6 vs cat

5Y CAGR

+10.8%

+1.7 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

14.0%

3Y std dev

Go deeper on JM Aggressive Hybrid Fund (Regular)

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

JM Aggressive Hybrid Fund (Regular) 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 (Regular) 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 (Regular) is a Aggressive Hybrid scheme from JM Financial. Long-run track record: about 10.8% CAGR over 5 years. Worst historical drawdown: -65% in Mar 2009, recovered in 65 months.

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

NAV history

Showing Regular · Growth · INF192K01544

NAV (Direct-Growth)

₹37.6762

Last 1Y

+2.32%

Nov 15Min ₹33.50 · Max ₹40.25 · 246 ptsNov 16

Drawdown stories

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

Mar 2009

-64.9%

Peak ₹34.75 on 2 Jan 2008 → trough ₹12.20 on 5 Mar 2009 (14 months down).

Recovered in 65 months· 1 Jul 2014

Mar 2001

-61.7%

Peak ₹22.81 on 6 Mar 2000 → trough ₹8.73 on 13 Mar 2001 (12 months down).

Recovered in 69 months· 24 Nov 2006

Apr 1999

-18.1%

Peak ₹14.22 on 15 Mar 1999 → trough ₹11.64 on 26 Apr 1999 (1 months down).

Recovered in 4 months· 17 Aug 1999

Feb 2016

-15.1%

Peak ₹39.46 on 13 Apr 2015 → trough ₹33.50 on 25 Feb 2016 (11 months down).

Recovered in 6 months· 8 Aug 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	+0.44%	+0.23%	9/ 35
1M	-3.00%	-3.02%	17/ 35
3M	+0.04%	-2.44%	6/ 35
6M	+8.11%	+16.98%	9/ 32
YTD	-1.85%	+7.57%	12/ 32
1Y	-3.08%	+9.05%	24/ 32
2Y	-2.81%	+4.16%	31/ 32
3Y	+10.19%	+11.80%	17/ 32
5Y	+10.76%	+9.02%	9/ 32
7Y	+16.89%	+14.41%	6/ 31
10Y	+11.56%	+11.87%	12/ 23

Available plans & options

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