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: 13.15%.

JM Aggressive Hybrid Fund (Regular) - Monthly IDCW

Latest NAV

₹85.4310

As of

17 Jul 2026

2,854 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	+0.12%	+0.15%	-0.02	17 / 33	Q3
1W	+0.11%	-0.48%	+0.59	12 / 33	Q2
2W	+0.63%	-0.12%	+0.76	3 / 33	Q1
1M	+2.19%	-0.04%	+2.22	2 / 33	Q1
3M	+1.63%	+0.63%	+1.01	12 / 33	Q2
6M	-0.83%	-1.61%	+0.78	11 / 33	Q2
YTD	-1.38%	-3.10%	+1.73	10 / 33	Q2
1Y	-3.73%	-0.33%	-3.41	22 / 33	Q3
2Y	-3.03%	+2.36%	-5.39	22 / 33	Q3
3Y	+13.29%	+9.05%	+4.24	7 / 32	Q1
4Y	+16.17%	+11.21%	+4.96	7 / 30	Q1
5Y	+13.15%	+9.77%	+3.38	6 / 29	Q1
7Y	+16.55%	+10.60%	+5.95	2 / 28	Q1
10Y	+11.74%	+8.81%	+2.93	3 / 13	Q1
Inception	+10.72%	+8.06%	+2.66	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	-1.38%	-2.55%	+1.17	9 / 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

+13.46%

129 windows

min -29.0% · max 76.8%

76% positive

3-Year rolling

+13.75%

105 windows

min -7.6% · max 31.5%

95% positive

5-Year rolling

+13.47%

81 windows

min -2.4% · max 28.6%

95% positive

7-Year rolling

+12.93%

56 windows

min 7.8% · max 17.0%

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

12.93%

3-year · annualised

Sharpe ratio

0.54

vs risk-free 6.5%

Sortino ratio

0.86

Downside-only deviation

Max drawdown

-19.03%

Sep 2024 → Mar 2026

% positive months

66.7%

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	₹21.4825	17 Jul 2026
Bandhan Aggressive Hybrid Fund-Regular Plan IDCW	Bandhan	₹19.1870	17 Jul 2026
Mirae Asset Aggressive Hybrid Fund - Regular Plan - IDCW	Mirae Asset	₹17.0060	17 Jul 2026
Edelweiss Aggressive Hybrid Fund - Regular Plan - IDCW Option	Edelweiss	₹25.8600	17 Jul 2026
HSBC Aggressive Hybrid Fund - Regular Annual IDCW	HSBC	₹17.0011	17 Jul 2026
Baroda BNP Paribas Aggressive Hybrid Fund- REGULAR PLAN- IDCW OPTION	Baroda BNP Paribas	₹15.5740	17 Jul 2026
Axis Aggressive Hybrid Fund - Regular Plan - Monthly IDCW	Axis	₹12.7100	17 Jul 2026
BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN IDCW	Bank of India	₹33.8400	17 Jul 2026
Groww Aggressive Hybrid Fund (formerly known as Indiabulls Equity Hybrid Fund)- Regular Plan- - Income Distribution cum capital withdrawal Option (Payout & Reinvestment)	Groww	₹20.5837	17 Jul 2026
JM Aggressive Hybrid Fund (Regular) - Annual IDCW		₹32.7651	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹85.4310
16 Jul 2026	₹85.3268
15 Jul 2026	₹85.3442
14 Jul 2026	₹85.1647
13 Jul 2026	₹85.4811
10 Jul 2026	₹85.3394
9 Jul 2026	₹84.4377
8 Jul 2026	₹83.8355
7 Jul 2026	₹85.1347
6 Jul 2026	₹85.0987

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 (Regular) - Monthly IDCW is ₹85.4310. 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 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 (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 -3.73% — -3.41 pp behind the Aggressive Hybrid Fund category average of -0.33%. The fund ranks #22 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 13.29% — +4.24 pp ahead of the Aggressive Hybrid Fund category average of 9.05%. 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 13.15% — +3.38 pp ahead of the Aggressive Hybrid Fund category average of 9.77%. The fund ranks #6 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 ₹303,507 today — a multiplier of 3.04×, based on the 10-year CAGR of 11.74%. The category average over the same window would have grown ₹1 lakh to ₹232,606.

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 ₹793,220 today. That's an XIRR (money-weighted annualised return) of 11.11%.

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 ₹2,412,954 (multiplier 2.01×). XIRR: 13.39%. 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 #6 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 9.77%; this fund delivered 13.15%.

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 13.47% (best 28.64%, worst -2.42%). 95% of rolling windows ended positive. The 5-year Sharpe ratio is 0.50 — reasonable 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: 13.15%.

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