JM Aggressive Hybrid Fund (Direct) - Half Yearly Bonus Option - Principal Units
Combines equity and debt in one fund. Aims for a smoother ride than pure equity funds. From JM Financial Mutual Fund. It's been running since 23 Dec 2014.
What ₹1 lakh would have become
Based on past returnsThese are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.
Play with a monthly investment
Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.
Vs 56 other funds in Hybrid Scheme - Aggressive Hybrid Fund
Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.
Year by year
Calendar-year returns. 5 of last 7 years were positive.
Price over time
How the per-unit price has moved. Tap a range to zoom in.
Bumpiness & worst drops
The value swings roughly 12% up or down in a typical year. Finance-speak calls this volatility.
A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.
Similar funds you might want to look at
Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.
Head-to-head comparisons
Side-by-side comparisons of JM Aggressive Hybrid Fund (Direct) - Half Yearly Bonus Option - Principal Units against other hybrid funds.
Technical details (for the pros)
Fund info
- Fund house
- JM Financial Mutual Fund
- Category
- Hybrid Scheme - Aggressive Hybrid Fund
- Plan
- Direct
- Option
- Bonus
- ISIN (Growth)
- INF192K01HV6
- ISIN (Div re-invest)
- —
- Fund code
- 133409
- First price on record
- 23 Dec 2014 · 2,493 daily prices
About JM Aggressive Hybrid Fund (Direct) - Half Yearly Bonus Option - Principal Units
JM Aggressive Hybrid Fund (Direct) - Half Yearly Bonus Option - Principal Units is a Hybrid Scheme - Aggressive Hybrid Fund offered by JM Financial Mutual Fund under the Direct plan with the Bonus option. It has approximately 12 years of NAV track record. The fund falls in the hybrid category — Combines equity and debt in one fund. Aims for a smoother ride than pure equity funds.
The current NAV of JM Aggressive Hybrid Fund (Direct) - Half Yearly Bonus Option - Principal Units is ₹131.1823 (as of 27 Jan 2025). Historically, it has delivered 12.97% over the last year, 20.55% CAGR over 3 years, 23.56% CAGR over 5 years. Returns are historical and don't predict future performance.
Over the last three years, the fund's prices have moved with 12.0% annualised volatility — a "high" level of bumpiness; its deepest peak-to-trough fall on record was 36.6%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.
Frequently asked
What is the latest NAV of JM Aggressive Hybrid Fund (Direct) - Half Yearly Bonus Option - Principal Units?+
The latest NAV of JM Aggressive Hybrid Fund (Direct) - Half Yearly Bonus Option - Principal Units is ₹131.1823 as of 27 Jan 2025, down 1.82% from the previous day. NAV is updated once a business day after the market close.
What are the returns of JM Aggressive Hybrid Fund (Direct) - Half Yearly Bonus Option - Principal Units?+
JM Aggressive Hybrid Fund (Direct) - Half Yearly Bonus Option - Principal Units has delivered 1-year return 12.97%, 3-year CAGR 20.55%, 5-year CAGR 23.56%, since-inception CAGR 13.12%. Returns are historical and don't predict future performance — markets move in cycles.
What category does JM Aggressive Hybrid Fund (Direct) - Half Yearly Bonus Option - Principal Units belong to?+
JM Aggressive Hybrid Fund (Direct) - Half Yearly Bonus Option - Principal Units is categorised as Hybrid Scheme - Aggressive Hybrid Fund. Combines equity and debt in one fund. Aims for a smoother ride than pure equity funds.
How risky is JM Aggressive Hybrid Fund (Direct) - Half Yearly Bonus Option - Principal Units?+
Based on its 3-year annualised volatility of 12.0%, JM Aggressive Hybrid Fund (Direct) - Half Yearly Bonus Option - Principal Units sits in the "high" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.
Is JM Aggressive Hybrid Fund (Direct) - Half Yearly Bonus Option - Principal Units a direct plan?+
JM Aggressive Hybrid Fund (Direct) - Half Yearly Bonus Option - Principal Units is a Direct plan (no distributor commission — lower expense ratio) with the Bonus option.
How old is JM Aggressive Hybrid Fund (Direct) - Half Yearly Bonus Option - Principal Units?+
JM Aggressive Hybrid Fund (Direct) - Half Yearly Bonus Option - Principal Units has NAV history available from 23 Dec 2014 — approximately 12 years of track record and 2,493 daily NAV observations.
Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.