JM Aggressive Hybrid Fund
Direct · Growth ₹134.36
18 Jun 2026
NAV
14.3%
3Y CAGR
13.6%
5Y CAGR
13.8%
10Y CAGR
13.9%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
7.84
Sharpe
-36.6%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.62 L | 16.9% | -49.7% | 93.0% |
| 3 Years | ₹36.00 L | ₹42.99 L | 14.3% | -22.5% | 38.8% |
| 5 Years | ₹60.00 L | ₹86.30 L | 14.3% | -11.5% | 32.9% |
| 7 Years | ₹84.00 L | ₹1.38 Cr | 14.7% | -5.0% | 25.6% |
| 10 Years | ₹1.20 Cr | ₹2.79 Cr | 15.8% | 11.2% | 19.9% |
| 12 Years | ₹1.44 Cr | ₹3.81 Cr | 15.2% | 12.6% | 17.7% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 16.9% | 15.3% |
| 3 Years | 14.3% | 14.5% |
| 5 Years | 14.3% | 14.4% |
| 7 Years | 14.7% | 14.1% |
| 10 Years | 15.8% | 14.1% |
| 12 Years | 15.2% | 13.8% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 16.4% | 10.6% | -34.9% | 96.2% | 0.46 | 1.38 | 81% | — | — |
| 3 Years | 14.3% | 14.6% | -9.1% | 34.1% | 0.93 | 3.13 | 97% | — | — |
| 5 Years | 13.6% | 12.5% | -3.7% | 31.5% | 0.96 | 3.92 | 98% | — | — |
| 10 Years | 13.8% | 13.8% | 11.9% | 16.1% | 7.84 | — | 100% | — | — |
-36.6%
Max Drawdown
10 mo
Drawdown Duration
7 mo
Recovery Time
-4.6%
Avg Drawdown
Calmar Ratio by Duration
0.45
1Y
0.39
3Y
0.37
5Y
0.35
7Y
0.38
10Y
0.40
12Y
38
Total Holdings
29.7%
Top 10 Weight
28
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | HDFC Bank Limited | 3.93% |
| 2 | Bharti Airtel Limited | 3.75% |
| 3 | Larsen & Toubro Limited | 3.44% |
| 4 | Multi Commodity Exchange of India Ltd. | 2.99% |
| 5 | Bajaj Finance Limited | 2.89% |
| 6 | Vedanta Limited | 2.81% |
| 7 | NTPC Limited | 2.56% |
| 8 | Reliance Industries Limited | 2.49% |
| 9 | Ujjivan Small Finance Bank Limited | 2.45% |
| 10 | Axis Bank Limited | 2.40% |