JM Aggressive Hybrid Fund
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4–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation11.9%
Sharpe Ratio1.51
Beta1.08
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Bharti Airtel LtdServices4.97%
Larsen & Toubro LtdCapital Goods3.96%
Bajaj Finance LtdFinancial Services3.85%
HDFC Bank LtdFinancial Services3.78%
Tech Mahindra LtdTechnology3.54%
ICICI Bank LtdFinancial Services3.52%
Multi Commodity Exchange of India LtdFinancial Services3.21%
Ujjivan Small Finance Bank Ltd Ordinary SharesFinancial Services3.07%
Waaree Energies LtdTechnology2.90%
CcilUtilities2.55%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)2.22%
Regulatory & Tax Information
INF192K01GN5
ISINDailyDealing Frequency
CRISIL Hybrid 35+65 - Agg TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)