JM Aggressive Hybrid Fund
Direct · Growth ₹136.30
06 Jul 2026
NAV
14.3%
3Y CAGR
13.6%
5Y CAGR
13.8%
10Y CAGR
13.8%
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.
7.83
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 | ₹12.60 L | 16.7% | -49.7% | 93.0% |
| 3 Years | ₹36.00 L | ₹42.78 L | 14.2% | -22.5% | 38.8% |
| 5 Years | ₹60.00 L | ₹86.01 L | 14.3% | -11.5% | 32.9% |
| 7 Years | ₹84.00 L | ₹1.39 Cr | 14.7% | -5.0% | 25.6% |
| 10 Years | ₹1.20 Cr | ₹2.78 Cr | 15.8% | 11.2% | 19.9% |
| 12 Years | ₹1.44 Cr | ₹3.80 Cr | 15.1% | 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 | 16.7% | 15.1% |
| 3 Years | 14.2% | 14.4% |
| 5 Years | 14.3% | 14.3% |
| 7 Years | 14.7% | 14.1% |
| 10 Years | 15.8% | 14.1% |
| 12 Years | 15.1% | 13.7% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 16.2% | 10.4% | -34.9% | 96.2% | 0.46 | 1.35 | 80% | — | — |
| 3 Years | 14.3% | 14.7% | -9.1% | 34.1% | 0.94 | 3.16 | 97% | — | — |
| 5 Years | 13.6% | 12.6% | -3.7% | 31.5% | 0.97 | 3.96 | 98% | — | — |
| 10 Years | 13.8% | 13.8% | 11.9% | 16.1% | 7.83 | — | 100% | — | — |
-36.6%
Max Drawdown
10 mo
Drawdown Duration
7 mo
Recovery Time
-4.7%
Avg Drawdown
Calmar Ratio by Duration
0.44
1Y
0.39
3Y
0.37
5Y
0.35
7Y
0.38
10Y
0.39
12Y
45
Total Holdings
26.8%
Top 10 Weight
31
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Multi Commodity Exchange of India Ltd. | 3.49% |
| 2 | Bharti Airtel Limited | 3.27% |
| 3 | Bajaj Finance Limited | 3.09% |
| 4 | NTPC Limited | 2.88% |
| 5 | One 97 Communications Limited | 2.54% |
| 6 | Reliance Industries Limited | 2.54% |
| 7 | Coforge Limited | 2.38% |
| 8 | Apollo Hospitals Enterprise Limited | 2.21% |
| 9 | Tech Mahindra Limited | 2.21% |
| 10 | Eternal Limited | 2.17% |