Should I invest in JM Aggressive Hybrid Fund (Regular) - Monthly IDCW?

We don't give personal investment advice. JM Aggressive Hybrid Fund (Regular) - Monthly IDCW 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: 19.0%. 5-year CAGR: 12.46%.

JM Aggressive Hybrid Fund (Regular) - Monthly IDCW

Latest NAV

₹81.5856

As of

3 Jun 2026

2,823 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

Add another fund to compare

No matches.

Compares up to 8 funds. Click any line in the legend above to hide/show it.

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	-0.43%	+0.09%	-0.52	30 / 33	Q4
1W	-2.09%	-1.58%	-0.51	26 / 33	Q4
2W	-1.23%	-0.53%	-0.71	27 / 33	Q4
1M	-1.97%	-2.04%	+0.08	22 / 33	Q3
3M	-0.51%	-2.12%	+1.61	10 / 33	Q2
6M	-6.75%	-5.78%	-0.96	18 / 33	Q3
YTD	-5.82%	-5.97%	+0.15	12 / 33	Q2
1Y	-3.82%	-1.00%	-2.83	21 / 33	Q3
2Y	-2.21%	+3.07%	-5.28	23 / 33	Q3
3Y	+13.94%	+9.48%	+4.46	7 / 32	Q1
4Y	+15.21%	+10.33%	+4.87	7 / 30	Q1
5Y	+12.46%	+9.61%	+2.84	7 / 29	Q1
7Y	+15.10%	+9.61%	+5.49	2 / 28	Q1
10Y	+11.57%	+8.73%	+2.84	7 / 13	Q3
Inception	+10.39%	+7.75%	+2.65	9 / 33	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	-5.82%	-5.92%	+0.11	11 / 28
2025	-3.56%	-0.84%	-2.72	22 / 32
2024	+26.23%	+15.73%	+10.50	6 / 32
2023	+33.40%	+20.31%	+13.09	3 / 32
2022	+8.05%	+1.23%	+6.82	6 / 29
2021	+22.32%	+19.99%	+2.33	10 / 30
2020	+30.71%	+16.86%	+13.85	8 / 29
2019	-8.24%	+2.13%	-10.38	25 / 27
2018	+2.00%	-4.28%	+6.28	6 / 14
2017	+17.88%	+17.35%	+0.52	9 / 14
2016	+3.76%	-0.78%	+4.54	8 / 12

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

+13.22%

128 windows

min -33.3% · max 78.2%

77% positive

3-Year rolling

+13.23%

104 windows

min -8.9% · max 29.6%

93% positive

5-Year rolling

+13.33%

79 windows

min -3.9% · max 27.4%

95% positive

7-Year rolling

+12.76%

55 windows

min 7.5% · max 16.5%

100% positive

Limited basis — fund is young, so this average may be skewed by which 7Y windows happen to be available.

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

12.77%

3-year · annualised

Sharpe ratio

0.59

vs risk-free 6.5%

Sortino ratio

1.02

Downside-only deviation

Max drawdown

-19.03%

Sep 2024 → Mar 2026

% positive months

61.1%

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
Invesco India Aggressive Hybrid Fund - Regular Plan - IDCW (Payout / Reinvestment)	Invesco	₹20.5015	3 Jun 2026
Bandhan Aggressive Hybrid Fund-Regular Plan IDCW	Bandhan	₹18.4860	3 Jun 2026
Mirae Asset Aggressive Hybrid Fund - Regular Plan - IDCW	Mirae Asset	₹16.5000	3 Jun 2026
Edelweiss Aggressive Hybrid Fund - Regular Plan - IDCW Option	Edelweiss	₹25.3500	3 Jun 2026
HSBC Aggressive Hybrid Fund - Regular Annual IDCW	HSBC	₹16.4066	3 Jun 2026
Baroda BNP Paribas Aggressive Hybrid Fund- REGULAR PLAN- IDCW OPTION	Baroda BNP Paribas	₹15.2547	3 Jun 2026
Axis Aggressive Hybrid Fund - Regular Plan - Monthly IDCW	Axis	₹12.1500	3 Jun 2026
BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN IDCW	Bank of India	₹33.0600	3 Jun 2026
Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Regular Plan- - Income Distribution cum capital withdrawal Option (Payout & Reinvestment)	Groww	₹19.9339	3 Jun 2026
JM Aggressive Hybrid Fund (Regular) - Annual IDCW		₹31.2903	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹81.5856
2 Jun 2026	₹81.9378
1 Jun 2026	₹81.8252
29 May 2026	₹82.4317
27 May 2026	₹83.3292
26 May 2026	₹83.4060
25 May 2026	₹83.3946
22 May 2026	₹82.4854
21 May 2026	₹82.4196
20 May 2026	₹82.6038

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 03 Jun 2026, the NAV of JM Aggressive Hybrid Fund (Regular) - Monthly IDCW is ₹81.5856. It's a Aggressive Hybrid Fund from the fund house, run as a Regular plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

JM Aggressive Hybrid Fund (Regular) - Monthly IDCW has NAV history starting from 23 Dec 2014, a track record of about 11 years 5 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 (Regular) - Monthly IDCW 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 (Regular) - Monthly IDCW has delivered a absolute return of -3.82% — -2.83 pp behind the Aggressive Hybrid Fund category average of -1.00%. The fund ranks #21 of 33 in its category — the third (Q3) quartile.

Over the trailing 3-year window, JM Aggressive Hybrid Fund (Regular) - Monthly IDCW has delivered a CAGR of 13.94% — +4.46 pp ahead of the Aggressive Hybrid Fund category average of 9.48%. The fund ranks #7 of 32 in its category — the top (Q1) quartile.

Over the trailing 5-year window, JM Aggressive Hybrid Fund (Regular) - Monthly IDCW has delivered a CAGR of 12.46% — +2.84 pp ahead of the Aggressive Hybrid Fund category average of 9.61%. The fund ranks #7 of 29 in its category — the top (Q1) quartile.

₹1 lakh invested in JM Aggressive Hybrid Fund (Regular) - Monthly IDCW exactly 10 years ago would be worth approximately ₹298,859 today — a multiplier of 2.99×, based on the 10-year CAGR of 11.57%. The category average over the same window would have grown ₹1 lakh to ₹231,009.

A ₹10,000 monthly SIP in JM Aggressive Hybrid Fund (Regular) - Monthly IDCW over the last 5 years — total invested ₹600,000 — would be worth ₹768,849 today. That's an XIRR (money-weighted annualised return) of 9.85%.

A ₹10,000 monthly SIP for 10 years in JM Aggressive Hybrid Fund (Regular) - Monthly IDCW = ₹1,200,000 invested. It would currently be worth ₹2,333,085 (multiplier 1.94×). XIRR: 12.75%. 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 (Regular) - Monthly IDCW ranks #7 out of 29 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 9.61%; this fund delivered 12.46%.

The worst peak-to-trough decline JM Aggressive Hybrid Fund (Regular) - Monthly IDCW has experienced over the last 5-year window is 19.03% — its NAV fell from a high on 23 Sep 2024 to a low on 31 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 (Regular) - Monthly IDCW averaged 13.33% (best 27.39%, worst -3.91%). 95% of rolling windows ended positive. The 5-year Sharpe ratio is 0.49 — weak risk-adjusted performance.

In calendar year 2025, JM Aggressive Hybrid Fund (Regular) - Monthly IDCW returned -3.56% — lagging the Aggressive Hybrid Fund category average of -0.84% by 2.72 pp. It ranked #22 of 32 in its category that year.

JM Aggressive Hybrid Fund (Regular) - Monthly IDCW 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 (Regular) - Monthly IDCW 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: 19.0%. 5-year CAGR: 12.46%.

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