hybridHigh risk

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.

Latest price per unit

₹131.1823

▼ 1.82% today

As of 27 Jan 2025 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.13 L

▲ ₹12.9k gain · 12.9% / year

Invested 3 years ago

₹1.75 L

▲ ₹75.2k gain · 20.6% / year

Invested 5 years ago

₹2.88 L

▲ ₹1.88 L gain · 23.6% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

12.0%

The value swings roughly 12% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-36.56%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year12.86%

CAGR — 3 years20.55%

CAGR — 5 years23.56%

CAGR — since launch13.12%

Volatility — 1 year (annualised)13.45%

Volatility — 3 years (annualised)12.03%

Max drawdown — 1 year-12.93%

Max drawdown — 3 years-12.93%

Sharpe ratio — 1 year (rf=6%)0.38

Sharpe ratio — 3 years (rf=6%)1.09

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

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.