Compare funds side-by-side

Pick up to 5 funds. We'll line up their prices from the same starting point (₹100) so you can see who did better.

JM Aggressive Hybrid Fund (Direct) - Quarterly Bonus Option - Principal Units

Side-by-side metrics

Metric	#133411
Scheme	JM Aggressive Hybrid Fund (Direct) - Quarterly Bonus Option - Principal Units
House	JM Financial Mutual Fund
Category	Hybrid Scheme - Aggressive Hybrid Fund
Latest NAV	₹131.1823
1M return	-8.92%
3M return	-8.45%
6M return	-10.20%
1Y return	12.97%
3Y CAGR	20.55%
5Y CAGR	23.56%
Inception CAGR	13.12%
σ 1Y (annualized)	13.45%
σ 3Y (annualized)	12.03%
Max drawdown (all)	-36.56%
Sharpe 1Y (rf=6%)	0.38
Sharpe 3Y (rf=6%)	1.09