Should I invest in JM Aggressive Hybrid Fund (Direct)?

We don't give personal investment advice. JM Aggressive Hybrid Fund (Direct) - Growth Option is suitable for an investor whose:horizon is 3-5 years — too short for pure equity, too long for pure debtwants a single fund that automatically rebalances between equity and debtis comfortable trading some upside for lower volatility vs a pure equity fundCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 17.0%. 5-year CAGR: 14.69%.

JM Aggressive Hybrid Fund (Direct) - Growth Option

Latest NAV

₹136.8972

As of

17 Jul 2026

3,336 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.13%	+0.29%	-0.16	25 / 29	Q4
1W	+0.14%	+0.03%	+0.11	13 / 29	Q2
2W	+0.69%	+0.22%	+0.47	2 / 29	Q1
1M	+2.31%	+1.54%	+0.78	4 / 29	Q1
3M	+2.01%	+2.64%	-0.63	15 / 29	Q3
6M	-0.08%	+1.49%	-1.57	19 / 29	Q3
YTD	-0.57%	+0.06%	-0.63	17 / 29	Q3
1Y	-2.23%	+2.38%	-4.61	27 / 29	Q4
2Y	-1.46%	+3.64%	-5.10	29 / 29	Q4
3Y	+15.13%	+12.52%	+2.61	5 / 29	Q1
4Y	+17.92%	+14.19%	+3.73	2 / 28	Q1
5Y	+14.69%	+11.95%	+2.75	4 / 26	Q1
7Y	+17.96%	+14.38%	+3.57	4 / 25	Q1
10Y	+12.89%	+12.69%	+0.19	8 / 19	Q2
Inception	+13.33%	+13.04%	+0.28	11 / 29	Q2

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-0.57%	+0.06%	-0.63	17 / 29
2025	-1.99%	+6.34%	-8.34	29 / 29
2024	+28.49%	+18.61%	+9.88	1 / 29
2023	+35.02%	+22.63%	+12.38	1 / 29
2022	+9.13%	+4.02%	+5.10	4 / 27
2021	+23.27%	+27.65%	-4.38	21 / 26
2020	+31.74%	+15.77%	+15.96	3 / 25
2019	-6.99%	+9.11%	-16.10	24 / 24
2018	+3.14%	-1.88%	+5.02	2 / 20
2017	+17.80%	+25.86%	-8.06	20 / 20
2016	+3.67%	+6.34%	-2.67	14 / 17

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+16.34%

153 windows

min -28.3% · max 78.2%

79% positive

3-Year rolling

+14.54%

129 windows

min -6.8% · max 32.7%

97% positive

5-Year rolling

+13.64%

105 windows

min -1.9% · max 30.1%

97% positive

7-Year rolling

+12.78%

80 windows

min 4.8% · max 18.2%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

12.94%

3-year · annualised

Sharpe ratio

0.66

vs risk-free 6.5%

Sortino ratio

1.10

Downside-only deviation

Max drawdown

-17.03%

Sep 2024 → Mar 2026

% positive months

69.4%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Aggressive Hybrid Fund

Scheme	Fund house	NAV	As of
HDFC Hybrid Equity Fund - Growth Option - Direct Plan	HDFC	₹125.0360	17 Jul 2026
Nippon India Aggressive Hybrid Fund - Segregated Portfolio 2 - Direct Plan - Growth Plan	Nippon India	₹0.0000	17 Jul 2026
SBI EQUITY HYBRID FUND - DIRECT PLAN - Growth	SBI	₹351.1088	17 Jul 2026
ICICI Prudential Equity & Debt Fund - Direct Plan - Growth	ICICI Prudential	₹455.6100	17 Jul 2026
Invesco India Aggressive Hybrid Fund - Direct Plan - Growth	Invesco	₹24.3811	17 Jul 2026
Bandhan Aggressive Hybrid Fund-Direct Plan Growth	Bandhan	₹31.6700	17 Jul 2026
quant Aggressive Hybrid Fund-Growth Option-Direct Plan	Quant	₹522.6806	17 Jul 2026
Aditya Birla Sun Life Equity Hybrid'95 Fund - Direct Plan-Growth	Aditya Birla Sun Life	₹1,741.4600	17 Jul 2026
Franklin India Aggressive Hybrid Fund - Direct - Growth	Franklin India	₹310.4604	17 Jul 2026
Mirae Asset Aggressive Hybrid Fund - Direct Plan - Growth	Mirae Asset	₹39.4540	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹136.8972
16 Jul 2026	₹136.7247
15 Jul 2026	₹136.7469
14 Jul 2026	₹136.4538
13 Jul 2026	₹136.9549
10 Jul 2026	₹136.7111
9 Jul 2026	₹135.2610
8 Jul 2026	₹134.2908
7 Jul 2026	₹136.3665
6 Jul 2026	₹136.3031

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 17 Jul 2026, the NAV of JM Aggressive Hybrid Fund (Direct) - Growth Option is ₹136.8972. It's a Aggressive Hybrid Fund from the fund house, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

JM Aggressive Hybrid Fund (Direct) - Growth Option has NAV history starting from 03 Jan 2013, a track record of about 13 years 6 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

JM Aggressive Hybrid Fund (Direct) - Growth Option is managed by the fund house. It's classified by AMFI under the 'Aggressive Hybrid Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, JM Aggressive Hybrid Fund (Direct) - Growth Option has delivered a absolute return of -2.23% — -4.61 pp behind the Aggressive Hybrid Fund category average of 2.38%. The fund ranks #27 of 29 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, JM Aggressive Hybrid Fund (Direct) - Growth Option has delivered a CAGR of 15.13% — +2.61 pp ahead of the Aggressive Hybrid Fund category average of 12.52%. The fund ranks #5 of 29 in its category — the top (Q1) quartile.

Over the trailing 5-year window, JM Aggressive Hybrid Fund (Direct) - Growth Option has delivered a CAGR of 14.69% — +2.75 pp ahead of the Aggressive Hybrid Fund category average of 11.95%. The fund ranks #4 of 26 in its category — the top (Q1) quartile.

₹1 lakh invested in JM Aggressive Hybrid Fund (Direct) - Growth Option exactly 10 years ago would be worth approximately ₹336,054 today — a multiplier of 3.36×, based on the 10-year CAGR of 12.89%. The category average over the same window would have grown ₹1 lakh to ₹330,370.

A ₹10,000 monthly SIP in JM Aggressive Hybrid Fund (Direct) - Growth Option over the last 5 years — total invested ₹600,000 — would be worth ₹828,450 today. That's an XIRR (money-weighted annualised return) of 12.86%.

A ₹10,000 monthly SIP for 10 years in JM Aggressive Hybrid Fund (Direct) - Growth Option = ₹1,200,000 invested. It would currently be worth ₹2,602,042 (multiplier 2.17×). XIRR: 14.79%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, JM Aggressive Hybrid Fund (Direct) - Growth Option ranks #4 out of 26 funds in the Aggressive Hybrid Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 11.95%; this fund delivered 14.69%.

The worst peak-to-trough decline JM Aggressive Hybrid Fund (Direct) - Growth Option has experienced over the last 5-year window is 17.03% — its NAV fell from a high on 23 Sep 2024 to a low on 30 Mar 2026. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, JM Aggressive Hybrid Fund (Direct) - Growth Option averaged 13.64% (best 30.12%, worst -1.88%). 97% of rolling windows ended positive. The 5-year Sharpe ratio is 0.61 — reasonable risk-adjusted performance.

In calendar year 2025, JM Aggressive Hybrid Fund (Direct) - Growth Option returned -1.99% — lagging the Aggressive Hybrid Fund category average of 6.34% by 8.34 pp. It ranked #29 of 29 in its category that year.

JM Aggressive Hybrid Fund (Direct) - Growth Option is a Hybrid scheme. Tax treatment follows its actual equity allocation as disclosed by the AMC: at least 65% equity behaves like an equity fund (12.5% LTCG over 12 months, 20% STCG); 35-65% equity often gets an equity-style treatment with a 24-month threshold; under 35% equity is taxed at slab rate like a debt fund. Check the AMC's latest factsheet for the current classification.

We don't give personal investment advice. JM Aggressive Hybrid Fund (Direct) - Growth Option is suitable for an investor whose:

horizon is 3-5 years — too short for pure equity, too long for pure debt
wants a single fund that automatically rebalances between equity and debt
is comfortable trading some upside for lower volatility vs a pure equity fund

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 17.0%. 5-year CAGR: 14.69%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.