- Scheme Category:
- Hybrid Scheme >
- Aggressive Hybrid Fund
NAV: ₹ ↓ -0.59%
NAV chart
SMA (Simple Moving Average)
- 50 SMA
- 100 SMA
- 200 SMA
- 400 SMA
Returns
CAGR returns till date
CAGR returns of JM Aggressive Hybrid Fund (Regular) -Growth Option and its peers as on 1 September, 2026| Name | YTD | 1D | 1W | 1M | 3M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|---|
| JM Aggressive Hybrid Fund (Regular) -Growth Option | 1.74% | -0.59% | -0.75% | 1.27% | 7.71% | 2.32% | 12% | 12.4% | 17.55% | 11.85% |
| SBI AGGRESIVE HYBRID FUND - REGULAR PLAN -Growth | 1.69% | -0.47% | -1.25% | -0.41% | 3.1% | 6.49% | 12.39% | 9.79% | 13.15% | 11.67% |
| ICICI Prudential Aggressive Hybrid Fund - Growth | -1.55% | -0.49% | -1.07% | -0.74% | 3.35% | 2.96% | 13.52% | 14.95% | 17.93% | 14.54% |
| HDFC Aggressive Hybrid Fund - Growth Plan | -5.07% | -0.18% | -0.38% | -0.27% | 4.69% | -1.97% | 6.76% | 8.31% | 11.97% | 9.78% |
| Nippon India Aggressive Hybrid Fund - Growth Plan | -0.33% | -0.5% | -1.2% | -0.38% | 4.25% | 3.54% | 10.78% | 10.87% | 11.55% | 9.23% |
| Nippon India Equity Hybrid Fund - Segregated Portfolio 1 - Growth Plan | 126.25% | 126.25% | 126.25% | 126.25% | 126.25% | 126.25% | 31.28% | 17.74% | - | - |
Discrete returns (yearly)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | 2.85% | 17.78% | 2.46% | -8.41% | 31.38% | 23.79% | 7.77% | 33.4% | 26.79% | -3.72% |
Discrete returns (monthly)
| Month | Nov 2025 | Dec 2025 | Jan 2026 | Feb 2026 | Mar 2026 | Apr 2026 | May 2026 | Jun 2026 | Jul 2026 | Aug 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | -0.59% | -1.79% | -3.16% | -1.85% | -9.24% | 6.48% | -1.13% | 2.32% | 3.33% | 1.88% |
Portfolio
Asset allocation
| Equity | Debt | Realestate | Commodities | Cash & Equivalents |
|---|---|---|---|---|
| 78.66% | 20.23% (Arbitrage: 0.00%) | 0.00% | 0.00% | 1.11% |
Equity
| Name | Symbol / ISIN | Sector | Weight % | Other links |
|---|---|---|---|---|
| Bajaj Finance Limited | BAJFINANCE (INE296A01032) | Finance | 3.54% | |
| Bharti Airtel Limited | BHARTIARTL (INE397D01024) | Telecom - Services | 3.04% | DCF |
| One 97 Communications Limited | PAYTM (INE982J01020) | Financial Technology (Fintech) | 3.00% | |
| Coforge Limited | COFORGE (INE591G01025) | IT - Software | 2.84% | |
| Eternal Limited | ETERNAL (INE758T01015) | Retailing | 2.58% | |
| Reliance Industries Limited | RELIANCE (INE002A01018) | Petroleum Products | 2.47% | DCF |
| Apollo Hospitals Enterprise Limited | APOLLOHOSP (INE437A01024) | Healthcare Services | 2.17% | |
| Kotak Mahindra Bank Limited | KOTAKBANK (INE237A01036) | Banks | 2.11% | DCF |
| ICICI Bank Limited | ICICIBANK (INE090A01021) | Banks | 2.05% | DCF |
| Ujjivan Small Finance Bank Limited | UJJIVANSFB (INE551W01018) | Banks | 1.98% | |
| Metropolis Healthcare Limited | METROPOLIS (INE112L01020) | Healthcare Services | 1.94% | |
| HDFC Bank Limited | HDFCBANK (INE040A01034) | Banks | 1.86% | DCF |
| PG Electroplast Limited | PGEL (INE457L01029) | Consumer Durables | 1.85% | |
| United Spirits Limited | UNITDSPR (INE854D01024) | Beverages | 1.83% | |
| Larsen & Toubro Limited | LT (INE018A01030) | Construction | 1.81% | DCF |
| Multi Commodity Exchange of India Ltd. | MCX (INE745G01043) | Capital Markets | 1.80% | |
| NTPC Limited | NTPC (INE733E01010) | Power | 1.77% | |
| Eicher Motors Limited | EICHERMOT (INE066A01021) | Automobiles | 1.76% | |
| INDIA CEMENTS LTD | INDIACEM (INE383A01012) | Cement & Cement Products | 1.75% | |
| Mahindra & Mahindra Limited | M&M (INE101A01026) | Automobiles | 1.59% | DCF |
| RBL Bank Limited | RBLBANK (INE976G01028) | Banks | 1.52% | |
| InterGlobe Aviation Limited | INDIGO (INE646L01027) | Transport Services | 1.49% | |
| Adani Port & Special Economic Zone Ltd | ADANIPORTS (INE742F01042) | Transport Infrastructure | 1.48% | |
| Tech Mahindra Limited | TECHM (INE669C01036) | IT - Software | 1.47% | |
| Axis Bank Limited | AXISBANK (INE238A01034) | Banks | 1.46% | DCF |
| Tata Motors Limited | TMCV (INE1TAE01010) | Agricultural, Commercial & Construction Vehicles | 1.40% | |
| Hindustan Aeronautics Limited | HAL (INE066F01020) | Aerospace & Defense | 1.39% | |
| Maruti Suzuki India Limited | MARUTI (INE585B01010) | Automobiles | 1.36% | DCF |
| ICICI Prudential Life Insurance Company | ICICIPRULI (INE726G01019) | Insurance | 1.35% | |
| Adani Enterprises Limited | ADANIENT (INE423A01024) | Metals & Minerals Trading | 1.28% | |
| Torrent Pharmaceuticals Limited | TORNTPHARM (INE685A01028) | Pharmaceuticals & Biotechnology | 1.27% | |
| Bharat Forge Limited | BHARATFORG (INE465A01025) | Auto Components | 1.25% | |
| JSW Steel Limited | JSWSTEEL (INE019A01038) | Ferrous Metals | 1.21% | |
| WeWork India Management Limited | WEWORK (INE085001019) | Commercial Services & Supplies | 1.14% | |
| FIVE-STAR BUSINESS FINANCE LIMITED | FIVESTAR (INE128S01021) | Finance | 1.11% | |
| 360 ONE WAM LIMITED | 360ONE (INE466L01038) | Capital Markets | 1.09% | |
| LTIMindtree Ltd | LTM (INE214T01019) | IT - Software | 1.08% | |
| Kaynes Technology India Ltd. | KAYNES (INE918Z01012) | Industrial Manufacturing | 1.07% | |
| Motilal Oswal Financial Services | MOTILALOFS (INE338I01027) | Capital Markets | 1.04% | |
| Hindustan Zinc Limited | HINDZINC (INE267A01025) | Non - Ferrous Metals | 1.03% | |
| Adani Power Limited | ADANIPOWER (INE814H01029) | Power | 1.02% | |
| SRF Limited | SRF (INE647A01010) | Chemicals & Petrochemicals | 1.01% | |
| Marico Limited | MARICO (INE196A01026) | Agricultural Food & other Products | 0.96% | |
| Canara Bank | CANBK (INE476A01022) | Banks | 0.94% | |
| Bosch Home Comfort India Limited | BOSCH-HCIL (INE782A01015) | Consumer Durables | 0.92% | |
| WAAREE ENERGIES LIMITED | WAAREEENER (INE377N01017) | Electrical Equipment | 0.86% | |
| UNO Minda Limited | UNOMINDA (INE405E01023) | Auto Components | 0.81% | |
| Shadowfax Technologies Limited | SHADOWFAX (INE12UN01015) | Transport Services | 0.68% | |
| BELRISE INDUSTRIES LIMITED | BELRISE (INE894V01022) | Auto Components | 0.61% | |
| Jubilant Foodworks Limited | JUBLFOOD (INE797F01020) | Leisure Services | 0.60% | |
| Diamond Power Infrastructure Limited | DIACABS (INE989C01038) | Electrical Equipment | 0.51% | |
| URBAN CLUB | URBANCO (INE0CAZ01013) | Retailing | 0.28% | |
| S.J.S. ENTERPRISES LIMITED EQ | SJS (INE284S01014) | Auto Components | 0.25% |
Debt
| Name | Rating | Weight % |
|---|---|---|
| 7.9% Mahindra & Mahindra Financial Serv Ltd. 21-FEB-2028 | CARE AAA | 1.71% |
| 8.6% Muthoot Finance Limited 02-MAR-2028** | CRISIL AA+ | 1.07% |
| 7.58% REC Limited 31-MAY-2029** | ICRA AAA | 0.72% |
| 9.61% 360 ONE Prime Limited 18-JAN-2027** | CARE AA | 0.71% |
| 8.75% Piramal Finance Ltd 29-OCT-2027** | ICRA AA+ | 0.71% |
| 8.4% Muthoot Finance Limited 28-AUG-2028** | CRISIL AA+ | 0.71% |
| 7.08% Bajaj Housing Finance Ltd 12-JUN-2030** | CRISIL AAA | 0.63% |
| 7.48% NABARD 15-SEP-2028 | CRISIL AAA | 0.57% |
| 7.85% Power Finance Corporation Limited 03-APR-2028** | ICRA AAA | 0.36% |
| 7.55% REC Limited 11-MAY-2030** | CRISIL AAA | 0.36% |
| 7.645% LIC Housing Finance Limited 21-FEB-2030** | CRISIL AAA | 0.36% |
| 7.27% Indian Railway Finance Corporation Ltd 15-JUN-2027** | CRISIL AAA | 0.36% |
| 7.01% NABARD 16-MAR-2029** | CRISIL AAA | 0.35% |
| 7.4% Power Finance Corporation Limited 08-MAY-2030** | CRISIL AAA | 0.28% |
| 8.12% L&T Finance Limited 29-JUN-2029** | CARE AAA | 0.21% |
| 7.7% LIC Housing Finance Limited 16-MAY-2028** | CARE AAA | 0.21% |
| 7.04% SIDBI 09-FEB-2029 | CRISIL AAA | 0.14% |
| 7.5% REC Limited 28-FEB-2030** | CRISIL AAA | 0.07% |
| 6.36% GOI 16-Feb-2031 | SOVEREIGN | 3.58% |
| 6.94% GOI 11-May-2036 | SOVEREIGN | 1.47% |
| 6.68% GOI 27-Jan-2033 | SOVEREIGN | 0.71% |
| 6.68% GOI 07-Jul-2040 | SOVEREIGN | 0.28% |
| 6.75% GOI 23-Dec-2029 | SOVEREIGN | 0.14% |
| Axis Bank Limited 07-DEC-2026**# | CRISIL A1+ | 1.32% |
| HDFC Bank Limited 05-MAR-2027**# | CRISIL A1+ | 1.09% |
| Union Bank of India 16-MAR-2027**# | ICRA A1+ | 1.09% |
| Punjab National Bank 04-MAR-2027**# | CARE A1+ | 0.55% |
| Bank of Baroda 11-DEC-2026**# | CARE A1+ | 0.28% |
| HDFC Bank Limited 21-SEP-2026# | CRISIL A1+ | 0.21% |
Portfolio data is as on date 31 July, 2026
NAV history
JM Aggressive Hybrid Fund (Regular) -Growth Option - 30 days NAV (Net asset value) history
| Date | NAV | % change |
|---|---|---|
| 1 September, 2026 | 121.7206 | -0.59% |
| 31 August, 2026 | 122.4448 | -0.41% |
| 28 August, 2026 | 122.9499 | 0.26% |
| 27 August, 2026 | 122.6318 | -0.03% |
| 26 August, 2026 | 122.671 | 0.03% |
| 25 August, 2026 | 122.6355 | 0.5% |
| 24 August, 2026 | 122.0234 | -0.3% |
| 21 August, 2026 | 122.3893 | 0.17% |
| 20 August, 2026 | 122.1794 | 0.61% |
| 19 August, 2026 | 121.4338 | -0.05% |
| 18 August, 2026 | 121.4924 | -0.34% |
| 17 August, 2026 | 121.9091 | -0.09% |
| 14 August, 2026 | 122.0219 | -0.1% |
| 13 August, 2026 | 122.1434 | 0.14% |
| 12 August, 2026 | 121.9783 | 0.06% |
| 11 August, 2026 | 121.9062 | -0.15% |
| 10 August, 2026 | 122.093 | 0.35% |
| 7 August, 2026 | 121.6722 | -0.15% |
| 6 August, 2026 | 121.8525 | 0.2% |
| 5 August, 2026 | 121.6092 | 0.36% |
| 4 August, 2026 | 121.1708 | -0.29% |
| 3 August, 2026 | 121.5278 | 1.11% |
| 31 July, 2026 | 120.1891 | 0.7% |
| 30 July, 2026 | 119.3536 | 0.05% |
| 29 July, 2026 | 119.2943 | 0.93% |
| 28 July, 2026 | 118.1906 | 0.38% |
| 27 July, 2026 | 117.7469 | 0.96% |
| 24 July, 2026 | 116.628 | -0.02% |
| 23 July, 2026 | 116.6557 | -0.51% |
| 22 July, 2026 | 117.2582 |
FAQ (Frequently asked questions)
What is latest/current NAV/price of JM Aggressive Hybrid Fund (Regular) -Growth Option?
The latest NAV of JM Aggressive Hybrid Fund (Regular) -Growth Option is 121.7206 as on 1 September, 2026.What are YTD (year to date) returns of JM Aggressive Hybrid Fund (Regular) -Growth Option?
The YTD (year to date) returns of JM Aggressive Hybrid Fund (Regular) -Growth Option are 1.74% as on 1 September, 2026.What are 1 year returns of JM Aggressive Hybrid Fund (Regular) -Growth Option?
The 1 year returns of JM Aggressive Hybrid Fund (Regular) -Growth Option are 2.32% as on 1 September, 2026.What are 3 year CAGR returns of JM Aggressive Hybrid Fund (Regular) -Growth Option?
The 3 year annualized returns (CAGR) of JM Aggressive Hybrid Fund (Regular) -Growth Option are 12% as on 1 September, 2026.What are 5 year CAGR returns of JM Aggressive Hybrid Fund (Regular) -Growth Option?
The 5 year annualized returns (CAGR) of JM Aggressive Hybrid Fund (Regular) -Growth Option are 12.4% as on 1 September, 2026.What are 10 year CAGR returns of JM Aggressive Hybrid Fund (Regular) -Growth Option?
The 10 year annualized returns (CAGR) of JM Aggressive Hybrid Fund (Regular) -Growth Option are 12.4% as on 1 September, 2026.