JM Aggressive Hybrid Fund Direct Growth

Scheme code: INF192K01BQ9 NAV value: ₹ 129.8149 NAV date: 15 April, 2025
Fund option: Direct Fund type: Growth
Asset class: Hybrid Asset category: Aggressive Hybrid Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year0.2464.8235.8322.06
3 year9.2135.9323.2216.61
5 year-2.2632.2114.1313.59
7 year4.3218.3111.9112.75
10 year11.8816.3613.9314.07
12 year14.4115.7715.0914.58

Rolling return for 1 year

- Average return: 35.83% - Median return: 42.77% - Average standard deviation: 4.9

Rolling return for 3 year

- Average return: 23.22% - Median return: 23.05% - Average standard deviation: 1.77

Rolling return for 5 year

- Average return: 14.13% - Median return: 12.04% - Average standard deviation: 0.81

Rolling return for 7 year

- Average return: 11.91% - Median return: 11.31% - Average standard deviation: 0.6

Rolling return for 10 year

- Average return: 13.93% - Median return: 14.08% - Average standard deviation: 0.42

Rolling return for 12 year

- Average return: 15.09% - Median return: 15.14% - Average standard deviation: 0.43

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.
Duration Invested amount Final value Return CAGR (%)
1 year12,00,00013,33,7581,33,75811.15
3 year36,00,00050,51,68614,51,68611.96
5 year60,00,00093,88,49833,88,4989.37
7 year84,00,0001,40,23,82856,23,8287.60
10 year1,20,00,0002,75,04,6911,55,04,6918.65
12 year1,44,00,0003,88,58,8772,44,58,8778.62

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,33,758 - Absolute Returns: ₹1,33,758 - CAGR: 11.15%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹50,51,686 - Absolute Returns: ₹14,51,686 - CAGR: 11.96%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹93,88,498 - Absolute Returns: ₹33,88,498 - CAGR: 9.37%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,40,23,828 - Absolute Returns: ₹56,23,828 - CAGR: 7.6%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,75,04,691 - Absolute Returns: ₹1,55,04,691 - CAGR: 8.65%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,88,58,877 - Absolute Returns: ₹2,44,58,877 - CAGR: 8.62%