JM Aggressive Hybrid Fund (Direct) - Growth Option
JM Financial Mutual Fund · Hybrid · mandate: 65–80% equity, rest debt · benchmark: —
AUM (all plans)
696 cr
TER direct / regular
1.09% / 2.58%
CAGR (full)
16.1%
Sharpe (full)
0.80
Sharpe (bull ≤Sep-24)
3.76
Sharpe (sideways Oct-24→)
-0.46
Max drawdown
-30.0%
Months of data
163
Percentile ranks this fund within its peer pool; the leaderboard Score is
the weighted average of its fiscal-year percentiles (equity: active-return-rank blended
with IR-rank).
Equity curve
Drawdown
Fiscal-year record
FY
Return
vs category
Sharpe
months
FY22
15.9%
-1.4%
0.93
12
FY23
7.0%
5.0%
0.12
12
FY24
51.1%
20.6%
3.81
12
FY25
8.8%
-1.3%
0.23
12
FY26
-5.2%
-4.5%
-0.85
12
FY27*
16.1%
3.9%
2.72
5
Active/Fund returns are TOTALS over the months covered — never annualized
(FY27* is year-to-date; a * row covers only part of the year).
%ile is the fund's percentile within its peer pool for that year.
Monthly returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2013
-6.1
-0.9
+9.0
+1.9
-1.2
-3.3
-5.2
+10.3
+7.8
+1.0
+2.1
+14.6
2014
-5.0
+3.5
+6.8
+0.8
+10.3
+8.0
+0.1
+4.1
+1.3
+0.8
+2.6
-2.4
+34.4
2015
+4.7
+0.4
-0.7
-3.0
+2.5
-0.2
+2.1
-4.6
+0.2
+1.2
-1.1
+0.1
+1.3
2016
-3.0
-5.8
+7.8
+0.9
+3.4
+1.4
+2.9
+1.2
-1.4
+0.4
-3.3
-0.1
+3.8
2017
+3.4
+2.8
+2.3
+0.9
+2.5
-0.4
+4.2
-1.0
-0.9
+3.3
-1.2
+1.5
+18.6
2018
+3.3
-3.3
-2.3
+2.3
+0.3
+0.2
+2.4
+1.2
-2.0
-1.5
+1.9
+0.2
+2.5
2019
-0.1
+0.0
+4.0
-1.4
+1.6
-10.2
-7.3
+0.1
+1.6
+1.3
+3.2
+1.1
-6.8
2020
-1.5
-2.1
-18.8
+8.9
-2.6
+6.1
+21.4
+2.2
-0.8
+2.5
+12.9
+4.7
+31.5
2021
-2.8
+9.2
+0.6
+1.4
+4.8
+1.9
+2.5
+4.7
+3.5
-0.5
-4.4
+1.4
+23.9
2022
+0.7
-3.5
+2.7
-1.6
-2.6
-1.8
+6.4
+3.2
-1.3
+4.4
+3.5
-0.8
+9.1
2023
-1.8
+0.4
-0.8
+2.3
+4.3
+4.4
+6.1
+3.6
+1.2
-0.9
+7.3
+5.1
+35.5
2024
+7.2
+2.7
-0.8
+7.4
+1.8
+6.4
+4.1
+1.9
-0.7
-3.0
-0.2
-0.2
+29.3
2025
-6.4
-6.0
+4.4
+2.0
+2.1
+4.7
-2.2
-1.7
+0.7
+3.6
-0.5
-1.6
-1.6
2026
-2.1
-0.5
-9.1
+8.3
-0.3
+1.7
+4.1
+1.6
+2.8
Quarterly average AUM & estimated net flows
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by
construction). Monthly returns are month-end NAV chains; stale prints (>7 days before
month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla
direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified
against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic
monthly convention. Independence: all figures are computed from mandatory public disclosures with a
fixed methodology applied identically to every fund — no fund can pay for inclusion,
exclusion, placement, or altered presentation, and any material commercial relationship
will be disclosed on the affected pages.
Nothing here is investment advice; past performance does not
predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard
· PMS leaderboard