Comprehensive analysis of JM Aggressive Hybrid Fund - Direct (IDCW-Q) (29149) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
JM Financial Asset Management Private Limited
To provide steady current income as well as long term growth of capital
A comprehensive at-a-glance view of key mutual fund health indicators
Moderate Returns
High Risk
Low Expense Ratio
Diversified
Experienced Team
Average Quality
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Outperformance vs benchmark
Fund manager experience
Market exposure level
Fund management costs
Recent performance momentum
Historical performance consistency
Risk-adjusted returns
Assets under management
See how your money can grow and compare with popular investment options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Sector | % Assets |
|---|---|---|
| Bharti Airtel Ltd | Telecomm-Service | 4.20% |
| Bharti Airtel Ltd | Telecomm-Service | 4.10% |
| Multi Commodity Exchange of India Ltd | Financial Services | 4.05% |
| Larsen & Toubro Ltd | Infrastructure Developers & Operators | 3.83% |
| Larsen & Toubro Ltd | Infrastructure Developers & Operators | 3.77% |
| HDFC Bank Ltd | Banks | 3.72% |
| Tech Mahindra Ltd | IT - Software | 3.62% |
| HDFC Bank Ltd | Banks | 3.60% |
| Bajaj Finance Ltd | Finance | 3.42% |
| Ujjivan Small Finance Bank Ltd | Banks | 3.34% |
Compare against Aggressive Hybrid Fund category average
This comparison shows how the fund performs relative to the Aggressive Hybrid Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Aggressive Hybrid Fund category
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Aditya Birla SL Equity Hybrid '95 Fund-Direct (G) | ₹1726.07 | 5.55% | 6.65% | 17.64% |
| Aditya Birla SL Equity Hybrid '95 Fund (G) | ₹1541.77 | 5.16% | 5.84% | 16.74% |
| Tata Aggressive Hybrid Fund - Direct (G) | ₹492.08 | 2.86% | 4.15% | 16.52% |
| Quant Aggressive Hybrid Fund - Direct (G) | ₹467.46 | 8.91% | 1.29% | 19.35% |
| UTI-Aggressive Hybrid Fund - Direct (G) | ₹439.43 | 4.00% | 7.76% | 21.15% |
| Tata Aggressive Hybrid Fund - Regular (G) | ₹438.49 | 2.38% | 3.18% | 15.42% |
| ICICI Pru Equity & Debt Fund - Direct (G) | ₹437.00 | 8.45% | 10.27% | 23.46% |
| Quant Aggressive Hybrid Fund (G) | ₹429.39 | 8.19% | -0.04% | 17.68% |
| Canara Robeco Equity Hybrid Fund - Direct (G) | ₹411.49 | 5.74% | 8.61% | 18.90% |
| UTI-Aggressive Hybrid Fund (G) | ₹408.67 | 3.66% | 7.07% | 20.38% |
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