Question 1

Which funds are similar to JM Aggressive Hybrid Fund Direct-Growth?

Accepted Answer

Funds similar to JM Aggressive Hybrid Fund Direct-Growth in the Hybrid: Aggressive Hybrid category include SBI Equity Hybrid Fund Direct Plan-Growth, ICICI Prudential Equity & Debt Fund Direct-Growth, and HDFC Hybrid Equity Fund Direct Plan-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.

Question 2

What is the rank of JM Aggressive Hybrid Fund Direct-Growth in its category?

Accepted Answer

On a 3-year return basis JM Aggressive Hybrid Fund Direct-Growth is ranked 6 out of 39 funds in the Hybrid: Aggressive Hybrid category as of 16 Jul 2026. On a 5-year return basis it ranks 6 out of 39. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.

Question 3

How does JM Aggressive Hybrid Fund Direct-Growth's expense ratio compare to similar funds?

Accepted Answer

JM Aggressive Hybrid Fund Direct-Growth has an expense ratio of 1.09%. The peers SBI Equity Hybrid Fund Direct Plan-Growth has an expense ratio of 0.74% and ICICI Prudential Equity & Debt Fund Direct-Growth has 1.05%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.

Question 4

How does JM Aggressive Hybrid Fund Direct-Growth's AUM compare to similar funds?

Accepted Answer

JM Aggressive Hybrid Fund Direct-Growth has an AUM of ₹692.05 crore. The peers SBI Equity Hybrid Fund Direct Plan-Growth has an AUM of ₹85,633.5 crore and ICICI Prudential Equity & Debt Fund Direct-Growth has ₹51,480.5 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.

Question 5

Which fund has the best 3-year returns in the Hybrid: Aggressive Hybrid?

Accepted Answer

The top performing fund in the Hybrid: Aggressive Hybrid category on a 3-year basis is Bank of India Mid & Small Cap Equity & Debt Fund Direct-Growth with a CAGR of 19.76% as of 16 Jul 2026. JM Aggressive Hybrid Fund Direct-Growth has delivered 15.17% CAGR over the same period, ranking 6 out of 39 funds. You can view and compare the full category ranking on sharpely.

Question 6

How does JM Aggressive Hybrid Fund Direct-Growth rank in risk-adjusted returns vs peers?

Accepted Answer

On a risk-adjusted basis, JM Aggressive Hybrid Fund Direct-Growth has a Sharpe ratio of 0.68 compared to the Hybrid: Aggressive Hybrid average of 0.58 as of 16 Jul 2026. It ranks 9 out of 43 funds in its category on Sharpe ratio.

Period	This Fund	Category Avg	Category Rank
1Y Return	-2.23%	2.38%	38 / 41
3Y Return	+15.17%	12.52%	6 / 39
5Y Return	+14.46%	11.74%	6 / 39
10Y Return	+12.86%	12.49%	10 / 24

JM Aggressive Hybrid Fund Direct-Growth

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