JM Aggressive Hybrid Fund (Regular)

Aggressive HybridHybrid Rank 13 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 9 of 12 years

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

1Y return

+2.3%

-12.5 vs cat

3Y CAGR

+13.0%

-1.2 vs cat

5Y CAGR

+13.1%

+2.0 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

13.7%

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 13.1% 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	-0.34%	-0.41%	10/ 34
1M	+2.97%	+1.27%	4/ 34
3M	+6.74%	+5.29%	8/ 32
6M	+2.23%	+12.45%	12/ 32
YTD	+1.38%	+11.89%	15/ 32
1Y	+2.28%	+14.78%	24/ 32
2Y	-1.95%	+6.59%	31/ 32
3Y	+13.01%	+14.21%	13/ 32
5Y	+13.12%	+11.11%	7/ 32
7Y	+17.52%	+15.27%	6/ 31
10Y	+11.92%	+11.89%	14/ 23

Available plans & options

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