JM Aggressive Hybrid Fund Direct Growth
Scheme code: INF192K01BQ9
NAV value:
₹ 125.2186
NAV date: 19 March, 2026
TER: 0.86%
Fund option: Direct
Fund type: Growth
Asset class: Hybrid
Asset category: Aggressive Hybrid Fund
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | -34.90 | 96.15 | 11.00 | 16.71 | 11.16 |
| 3 year | -9.12 | 34.13 | 14.33 | 14.25 | 16.89 |
| 5 year | -3.74 | 31.50 | 12.24 | 13.53 | 14.46 |
| 7 year | 4.43 | 18.16 | 11.74 | 12.55 | 12.61 |
| 10 year | 11.88 | 16.06 | 13.89 | 13.86 | 13.61 |
| 12 year | 13.10 | 16.23 | 14.97 | 14.94 | 14.62 |
SIP rolling returns
Summary
If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.| Duration | Invested amount | Final value | Return | CAGR (%) |
|---|
SIP return for 1 year
- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,76,608 - Absolute Returns: ₹76,608 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹43,98,636 - Absolute Returns: ₹7,98,636 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹86,70,661 - Absolute Returns: ₹26,70,661 - CAGR: %SIP return for 7 year
- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,40,09,884 - Absolute Returns: ₹56,09,884 - CAGR: %SIP return for 10 year
- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,78,86,151 - Absolute Returns: ₹1,58,86,151 - CAGR: %SIP return for 12 year
- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹3,84,77,158 - Absolute Returns: ₹2,40,77,158 - CAGR: %Drawdown Metrics
Max Drawdown
-36.57 %
Drawdown Duration
10 months
Recovery Time
7 months
Avg Drawdown
-4.50 %
Calmar Ratio by Duration
1
Y
0.457
3
Y
0.3897
5
Y
0.37
7
Y
0.3432
10
Y
0.379
12
Y
0.4086