MonitorDirect · Growth
JM Aggressive Hybrid Fund
JM Financial Mutual FundHybrid Schemes - Aggressive Hybrid Fund13.7 years
- NAV
- 137.5237
- 15 Sept 2026
- 1Y
- -1.4%
- Trailing CAGR
- AUM
- ₹703.72 Cr
- 31 Aug 2026
- Volatility
- Medium
- 14.1% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y-1.4%
- 3Y+12.2%
- 5Y+12.7%
- 10Y+12.8%
- SI+13.2%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+2.0%
- 3Y+4.3%
- 5Y+12.1%
- 10Y+14.6%
- Since inception
- +13.2%
- Calendar-day CAGR
- Excess 1Y
- -2.9%
- Category median, same plan and option
- 3Y win rate
- +46%
- Windows beating the median
- 3Y percentile
- 80
- Vs comparable share classes
- Worst rolling 3Y
- -9.1%
- 2643 daily-ending windows
- Median rolling 3Y
- +14.7%
- Calendar-day CAGR
- Positive rolling 5Y
- +98%
- 2145 daily-ending windows
- SIP 3Y XIRR
- +4.3%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 12 days
- 152 recovered episodes
- Longest recovery
- 214 days
- Trough to prior peak
- Current spell
- 722 days
- Days below latest peak
- Time below peak
- +87%
- NAV observations
3 Jun 2019 – 23 Oct 2020
Trough 23 Mar 2020 · recovered in 214 days
-36.6%
23 Sept 2024 – open
Trough 30 Mar 2026 · not recovered
-17.0%
18 Oct 2021 – 1 Nov 2022
Trough 20 Jun 2022 · recovered in 134 days
-15.2%
13 Apr 2015 – 12 Jul 2016
Trough 25 Feb 2016 · recovered in 138 days
-14.1%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
80
Vs category
32
Consistency
43
Risk-adjusted
55
Drawdown
9
Mean
44
Portfolio
31 Aug 2026 · 85 holdings · top 10 are 27.4%.
- Top 5
- 16.0%
- Top 10
- 27.4%
- Largest holding
- n/a
- Effective holdings
- n/a
Asset mix
Equity
78.7%
Debt
20.4%
Cash
0.9%
Sectors
Financial (debt)
35.9%
Financial
27.8%
Industrials
21.3%
Industrials (debt)
16.7%
Technology
14.0%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 15 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
- Maximum drawdown exceeded 35%.
Supporting reads
- Three-year return is above the category median.
- Risk-adjusted return sits above the documented risk-free proxy.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
HSBC Aggressive Hybrid Fund
HSBC Mutual Fund
- 1Y
- +4.7%
- 3Y
- +12.6%
- Vol
- 12.5%
- Max DD
- -19.6%
- Sharpe
- 0.71
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
ICICI Prudential Aggressive Hybrid Fund
ICICI Prudential Mutual Fund
- 1Y
- +1.0%
- 3Y
- +12.9%
- Vol
- 11.9%
- Max DD
- -30.7%
- Sharpe
- 0.92
- 3Y win
- +95%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
- Higher trailing returns
BARODA BNP PARIBAS AGGRESSIVE HYBRID FUND
Baroda BNP Paribas Mutual Fund
- 1Y
- +1.5%
- 3Y
- +10.8%
- Vol
- 10.0%
- Max DD
- -12.9%
- Sharpe
- 0.70
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
Caveat: Lower trailing returns
Canara Robeco Aggressive Hybrid Fund
Canara Robeco Mutual Fund
- 1Y
- -0.1%
- 3Y
- +9.9%
- Vol
- 11.7%
- Max DD
- -25.7%
- Sharpe
- 0.72
- 3Y win
- +49%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
Caveat: Lower trailing returns
Mahindra Manulife Aggressive Hybrid Fund
Mahindra Manulife Mutual Fund
- 1Y
- -3.9%
- 3Y
- +10.5%
- Vol
- 12.3%
- Max DD
- -25.4%
- Sharpe
- 0.89
- 3Y win
- +100%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
Caveat: Lower trailing returns