JM Aggressive Hybrid Qt Bns Princ

JM Aggressive Hybrid Qt Bns Princ Fund Details and Key Information

JM Aggressive Hybrid Qt Bns Princ is an open-ended mutual fund that invests based on its stated objective and benchmark.

Key details:

• Asset Size: ₹735.49 Cr

• Expense Ratio: 2.34%

• Cash Holding: 6.37%

• Plan Type: Dividend

• Benchmark: CRISIL Hybrid 35+65 - Agg TR INR

• Launch Date: 2014-12-15

• Exit Load: 1.00

These factors help investors evaluate cost, scale, and fund positioning before making an investment decision.

JM Aggressive Hybrid Qt Bns Princ Returns and Performance

JM Aggressive Hybrid Qt Bns Princ has delivered returns across multiple timeframes, reflecting its ability to perform across different market conditions.

Returns:

• 1 Month: -9.04%

• 3 Months: -8.84%

• 6 Months: -10.96%

• 1 Year: 10.97%

• 3 Years: 0.68%

• 5 Years: 1.72%

Short-term returns indicate recent momentum, while long-term returns show consistency and wealth creation ability.

JM Aggressive Hybrid Qt Bns Princ Risk Level and Volatility

Understanding risk is important before investing. JM Aggressive Hybrid Qt Bns Princ falls under: For investors in the 20–40 age group, selecting a fund with the right risk level is important based on financial goals, investment horizon, and comfort with market movements.

Risk Level: Very High Risk

The riskometer helps investors understand how stable or volatile the fund can be based on its investment strategy and asset allocation. Funds with higher risk levels may offer better return potential over time, but they can also experience sharper short-term fluctuations. This classification reflects the volatility associated with the fund. Higher risk funds may offer higher returns but come with greater fluctuations.

JM Aggressive Hybrid Qt Bns Princ Portfolio Allocation

The asset allocation of JM Aggressive Hybrid Qt Bns Princ shows how investments are distributed across asset classes.

• Equity Allocation: 74.98%

• Cash Allocation: 6.37%

This allocation plays a key role in determining the fund’s risk and return profile.

JM Aggressive Hybrid Qt Bns Princ Sector Allocation

JM Aggressive Hybrid Qt Bns Princ diversifies its investments across sectors to reduce risk.

Sector Holding Detail

• Basic Materials: 4.23%

• Communication Services: 3.71%

• Consumer Cyclical: 11.67%

• Consumer Defensive: 2.41%

• Energy: 1.90%

• Financial Services: 24.26%

• Healthcare: 4.16%

• Industrials: 10.54%

• Real Estate: 0.04%

• Technology: 11.18%

• Utilities: 0.88%

Sector allocation data helps investors understand which industries the fund is focusing on.

JM Aggressive Hybrid Qt Bns Princ Fund House

JM Aggressive Hybrid Qt Bns Princ is managed by:

AMC Name: JM Financial Asset Management Limited

A strong fund house with a proven track record can improve investor confidence.

JM Aggressive Hybrid Qt Bns Princ Minimum Investment

Investors can start investing in JM Aggressive Hybrid Qt Bns Princ with:

Minimum Investment: ₹1,000

This makes the fund accessible for both beginners and experienced investors.