Hybrid · Aggressive Hybrid

JM Aggressive Hybrid Fund

JM Financial Mutual Fund

Benchmark

CRISIL Hybrid 35+65 - Aggressive Index

Riskometer

Very High

Size

₹645 cr

Allotted

1 Apr 1995

Holdings as of

Not on record

JM Aggressive Hybrid Fund is a aggressive hybrid fund of JM Financial Mutual Fund with ₹645 cr under management. It is ahead of its benchmark (CRISIL Hybrid 35+65 - Aggressive Index) in 4 of 4 periods. Its direct plan charges 1.16% a year. Asit Bhandarkar has managed it for 4.8 years.

Debt and hybrid funds: the company-level sections (scorecard, companies inside, how it is run, nearest index) are not shown. Mix, returns, costs and managers only.

What is JM Aggressive Hybrid Fund invested in?

Mix not on record

Has JM Aggressive Hybrid Fund beaten its benchmark?

Ahead of its benchmark, CRISIL Hybrid 35+65 - Aggressive Index, in 4 of 4 periods in AMFI's figures; −2.58% over the last year against −2.82%.

Period returns

Direct Plan, growth · 3y and longer a year

Period	Fund	Nifty 500 TRI	Ahead
1 month	−9.04%	−3.60%	—
3 months	−9.03%	−5.03%	—
6 months	−11.26%	−1.83%	—
1 year	+10.97%	−4.06%	+15.03 pts
3 years	+18.95%	+9.27%	+9.68 pts
5 years	+22.28%	+8.00%	+14.28 pts
10 years	+11.55%	+12.69%	−1.14 pts
Since start from 23 Dec 2014	+12.04%	—	—

Valarth price history to 27 Jan 2025 · the index is the one the fund is nearest; — not on record

Official figures

AMFI performance feed, 13 Oct 2026

Ahead of its benchmark (CRISIL Hybrid 35+65 - Aggressive Index) in 4 of 4 periods.

Period	Direct	Regular	Benchmark	Ahead	Rank
1y	−2.58%	−4.05%	−2.82%	+0.24	🔒
3y	+11.27%	+9.47%	+7.99%	+3.28	🔒
5y	+11.88%	+10.34%	+7.06%	+4.82	🔒
10y	+12.79%	+11.59%	+10.77%	+2.02	🔒

Ahead in points a year · its rank among Aggressive Hybrid funds, and how steady the lead is, in the app

Value of 100, month-end

Jan 2015 to 27 Jan 2025

Fund 301Nifty 500 TRI 337

₹100 put in at the start of Jan 2015 would be ₹301 on 27 Jan 2025, against ₹337 in the Nifty 500 TRI.

Risk, falls and every year

🔒 Pro

Its worst fall and how long it took to recover, three-year stretches, Sharpe, beta and capture ratios, calendar years beside the index, and money in and out: in the app.

See them in the app →

What does JM Aggressive Hybrid Fund cost?

1.16% a year on the direct plan, 2.68% on the regular plan; 20 of 30 funds in its category charge less.

Direct plan

1.16% a year

Category median 1.08%

Regular plan

2.68% a year

Category median 2.20%

Gap

1.52 points

for the same holdings

20 of 30 funds in its category charge less on the direct plan.

Expense report, Oct 2026 · Hybrid Schemes - Aggressive Hybrid Fund

What the regular plan costs you over time

🔒 Pro

The same money left for years in the direct and the regular plan, side by side, and what the commission takes: in the app.

Who manages JM Aggressive Hybrid Fund?

Asit Bhandarkar, since 28 Dec 2021; Satish Ramanathan, since 28 Dec 2021; Deepak Gupta, since 28 Dec 2021.

Asit Bhandarkar

4.8 years

since 28 Dec 2021

Satish Ramanathan

4.8 years

since 28 Dec 2021

Deepak Gupta

4.8 years

since 28 Dec 2021

And 1 more; every manager, the other funds each runs and the changes over time are in the app.

Benchmark as filedCrisil Hybrid 35+65 Aggressive Index

Exit load

1.00% of NAV on all investment (including SIP/ STP/ SWP) transactions, if redeemed / switched-out within 60 days of transfer/ allotment of units in normal transactions/ allotment of units of respective installments in SIP/ STP/ SWP transactions

From 27 Scheme Summary Documents filed with NSE, first on 13 Apr 2026; as on 13 Oct 2026

Questions people ask

Who manages JM Aggressive Hybrid Fund?

Asit Bhandarkar (manager) since 28 Dec 2021; Satish Ramanathan (manager) since 28 Dec 2021; Deepak Gupta (manager) since 28 Dec 2021; Ruchi Fozdar (manager) since 28 Dec 2021.