performance

JM Aggressive Hybrid Fund Direct-Growth

Hybrid: Aggressive Hybrid - Growth (Open ended)

JM Aggressive Hybrid Fund Direct-GrowthNAV: 136.72 as on 16 Jul, 2026

Risk levelCategoryBenchmark

Factsheet

SEBI Riskometer: Very HighCategory: Hybrid: Aggressive HybridBenchmark: CRISIL Hybrid 35+65 Aggressive Index

NAV: ₹136.73-0.02%

16 Jul 2026

Rolling Returns Analysis

Rolling annualized returns of JM Aggressive Hybrid Fund Direct-Growth across 1Y, 3Y and 5Y windows — average, best, worst returns and percentage of positive return periods.

Metric	1 Yr Rolling Returns	3 Yr Rolling Returns	5 Yr Rolling Returns	7 Yr Rolling Returns
Analysis period	08 Jan, 2014 - 16 Jul, 2026	25 Jan, 2016 - 16 Jul, 2026	29 Jan, 2018 - 16 Jul, 2026	10 Feb, 2020 - 16 Jul, 2026
Average returns	16.59%	14.56%	13.75%	12.91%
Standard deviation	21.53%	8.46%	7.32%	3.19%
Best returns	92.36% 1 year ending on 08 Apr, 2021	34.61% 3 years ending on 03 Apr, 2023	32.49% 5 years ending on 17 Apr, 2025	18.23% 7 years ending on 25 Sep, 2024
Worst returns	-34.57% 1 year ending on 23 Mar, 2020	-8.75% 3 years ending on 23 Mar, 2020	-4.29% 5 years ending on 23 Mar, 2020	4.29% 7 years ending on 23 Mar, 2020
Period with positive return	80.36%	96.83%	97.12%	100.00%
Period with return > 5%	64.67%	86.08%	85.91%	99.87%
Period with return > 10%	51.60%	66.28%	77.52%	81.27%
Period with return > 15%	40.45%	49.96%	32.36%	36.89%
Beat % Category	41.85%	48.65%	43.67%	45.59%
Beat % Benchmark	50.02%	51.35%	39.41%	38.71%

Trailing Returns

Point-to-point returns of JM Aggressive Hybrid Fund Direct-Growth vs category average for YTD, 1M, 6M, 1Y, 3Y, 5Y and 10Y periods — with category rank and total funds count.

-5%

10%

15%

-0.9%

0.0%

-7.2%

YTD

2.5%

1.6%

0.7%

1 M

-0.2%

1.3%

-5.7%

6 M

-2.8%

2.0%

-3.4%

1 Y

15.2%

12.6%

8.2%

3 Y

14.4%

11.7%

9.9%

5 Y

12.9%

12.5%

12.3%

10 Y

Fund

Hybrid: Aggressive Hybrid

CRISIL Hybrid 35+65 Aggressive Index

Name	YTD	1 M	6 M	1 Y	3 Y	5 Y	10 Y	Since Inception
Fund	-0.87%	2.54%	-0.21%	-2.78%	15.23%	14.44%	12.85%	13.32%
Hybrid: Aggressive Hybrid	0.04%	1.59%	1.28%	1.99%	12.56%	11.68%	12.46%	-
CRISIL Hybrid 35+65 Aggressive Index	-7.23%	0.66%	-5.72%	-3.42%	8.17%	9.90%	12.27%	-
Rank in category	25	3	29	38	6	6	9	-
Funds in category	41	43	41	41	39	39	24	-

Period Returns

Calendar-year, quarterly and monthly return history of JM Aggressive Hybrid Fund Direct-Growth. Toggle between bar chart and table view to analyse periodic performance trends.

Returns

Percentile rank

Annual

Quarterly

Monthly

Historical Performance

Track NAV movement and cumulative returns of JM Aggressive Hybrid Fund Direct-Growth across 1M, 6M, 1Y, 3Y, 5Y and since-inception periods. Compare SIP and lumpsum growth over time.

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Frequently Asked Questions

What are the 1-year returns of JM Aggressive Hybrid Fund Direct-Growth?

JM Aggressive Hybrid Fund Direct-Growth has delivered a 1-year return of -2.78% as of 16 Jul 2026. During the same period, its benchmark CRISIL Hybrid 35+65 Aggressive Index returned -3.42%. The fund has outperformed its benchmark over this period.

What are the 3-year returns of JM Aggressive Hybrid Fund Direct-Growth?

JM Aggressive Hybrid Fund Direct-Growth has delivered a 3-year CAGR of 15.23% as of 16 Jul 2026. Its benchmark CRISIL Hybrid 35+65 Aggressive Index returned 8.17% CAGR over the same period. CAGR (Compounded Annual Growth Rate) is the right way to evaluate multi-year mutual fund performance as it smooths out year-to-year volatility.

What are the 5-year returns of JM Aggressive Hybrid Fund Direct-Growth?

JM Aggressive Hybrid Fund Direct-Growth has delivered a 5-year CAGR of 14.44% as of 16 Jul 2026. Its benchmark CRISIL Hybrid 35+65 Aggressive Index returned 9.90% CAGR over the same period. A 5-year track record is considered a more reliable indicator of fund quality than shorter-term performance, as it captures at least one full market cycle.

What are the returns of JM Aggressive Hybrid Fund Direct-Growth since inception?

Since its launch on 31 Dec 2012, JM Aggressive Hybrid Fund Direct-Growth has delivered a CAGR of 13.32%. Since-inception returns reflect the fund's full history and give the most complete picture of long-term performance.

How has JM Aggressive Hybrid Fund Direct-Growth performed vs its category over the long term?

Over the long term, JM Aggressive Hybrid Fund Direct-Growth has ranked 6 out of 39 funds in the Hybrid: Aggressive Hybrid category on a 3-year basis, and 6 out of 39 funds on a 5-year basis. Category rank is one of several factors to consider alongside risk metrics and rolling return consistency when evaluating a fund.

What is the Sharpe ratio of JM Aggressive Hybrid Fund Direct-Growth?

The Sharpe ratio of JM Aggressive Hybrid Fund Direct-Growth is 0.68 (as of 16 Jul 2026). The Sharpe ratio measures how much return the fund generates per unit of risk (volatility) taken. A Sharpe ratio above 1.0 is generally considered good — the higher the ratio, the better the risk-adjusted return.

What is the alpha of JM Aggressive Hybrid Fund Direct-Growth?

The alpha of JM Aggressive Hybrid Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.

What is the beta of JM Aggressive Hybrid Fund Direct-Growth?

The beta of JM Aggressive Hybrid Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.

What are the rolling returns of JM Aggressive Hybrid Fund Direct-Growth?

The average 1-year and 3-year rolling returns of JM Aggressive Hybrid Fund Direct-Growth is 16.59% and 14.56% respectively. Rolling returns show the fund's annualized return across every possible 1-year and 3-year investment window, making them a far more reliable measure of consistency than point-to-point returns, which depend heavily on the start and end date chosen.

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Metric

1 Yr Rolling Returns

3 Yr Rolling Returns

5 Yr Rolling Returns

7 Yr Rolling Returns

Analysis period

08 Jan, 2014 - 16 Jul, 2026

25 Jan, 2016 - 16 Jul, 2026

29 Jan, 2018 - 16 Jul, 2026

10 Feb, 2020 - 16 Jul, 2026

Average returns

16.59%

14.56%

13.75%

12.91%

Standard deviation

21.53%

8.46%

7.32%

3.19%

Best returns

92.36%

1 year ending on 08 Apr, 2021

34.61%

3 years ending on 03 Apr, 2023

32.49%

5 years ending on 17 Apr, 2025

18.23%

7 years ending on 25 Sep, 2024

Worst returns

-34.57%

1 year ending on 23 Mar, 2020

-8.75%

3 years ending on 23 Mar, 2020

-4.29%

5 years ending on 23 Mar, 2020

4.29%

7 years ending on 23 Mar, 2020

Period with positive return

80.36%

96.83%

97.12%

100.00%

Period with return > 5%

64.67%

86.08%

85.91%

99.87%

Period with return > 10%

51.60%

66.28%

77.52%

81.27%

Period with return > 15%

40.45%

49.96%

32.36%

36.89%

Beat % Category

41.85%

48.65%

43.67%

45.59%

Beat % Benchmark

50.02%

51.35%

39.41%

38.71%

Name

YTD

1 M

6 M

1 Y

3 Y

5 Y

10 Y

Since Inception

Fund

-0.87%

2.54%

-0.21%

-2.78%

15.23%

14.44%

12.85%

13.32%

Hybrid: Aggressive Hybrid

0.04%

1.59%

1.28%

1.99%

12.56%

11.68%

12.46%

CRISIL Hybrid 35+65 Aggressive Index

-7.23%

0.66%

-5.72%

-3.42%

8.17%

9.90%

12.27%

Rank in category

Funds in category