Hybrid Aggressive Hybrid Fund Very High Risk
To provide steady current income as well as long term growth of capital.
Expert-managed portfolios tailored to your financial goals.
Estimation is based on the past performance
| Aggressive Hybrid Fund | 1M | 3M | 6M | 9M | 1Y | 2Y | 3Y | 4Y | 5Y | 10Y | ALL |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fund returns | 8.13% | -2.49% | -7.23% | -5.03% | -0.94% | 0.35% | 16.27% | 14.7% | 14.06% | 12.22% | 12.01% |
| Category returns | 7.7% | -1.01% | -3.64% | -1.18% | 3.3% | 5.27% | 13.07% | 11.07% | 11.87% | 11.75% | N/A |
| Absolute returns | -1.13% | -2.97% | -7.4% | -5% | -3.94% | -2.03% | 49.39% | 76.54% | 82.64% | 216.74% | 3264.33% |
| Rank within category | 10 | 20 | 27 | 27 | 26 | 29 | 3 | 3 | 5 | 9 | N/A |
| Total Schemes in Category | 29 | 29 | 29 | 29 | 29 | 29 | 29 | 29 | 29 | 20 | N/A |
| Aggressive Hybrid Fund | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Yearly returns | 3.04% | 18.48% | 1.66% | -8.11% | 30.48% | 22.94% | 8.05% | 33.85% | 26.99% | -3.13% | -5.7% |
| Q1 returns | -1.76% | 8.51% | -2.44% | 3.32% | -21.82% | 6.57% | -0.33% | -2.38% | 8.66% | -8.45% | -11.8% |
| Q2 returns | 5.57% | 2.89% | 2.65% | -10.23% | 12.37% | 8.18% | -6.16% | 11.1% | 15.82% | 8.63% | 6.91% |
| Q3 Returns | 2.53% | 2.08% | 1.28% | -6.03% | 22.87% | 10.86% | 8.06% | 10.88% | 4.84% | -3.55% | N/A |
| Q4 Returns | -3.1% | 3.96% | 0.23% | 5.44% | 20.88% | -3.8% | 6.92% | 11.3% | -3.75% | 1% | N/A |
Expense ratio: 2.93%
Inclusive of GST
Exit load
1% on or before 60D, Nil after 60D
| Alpha | 0.280721 |
| Beta | 1.2907 |
| Sharpe Ratio | 0.221964 |
| Sortino Ratio | 0.419346 |
| R-Squared | 0.7568 |
| Tracking Error | 1.9983 |
| Downside Risk | 18.2717 |
| Std. Deviation (Annualised) | 13.0899 |
| Aggressive Hybrid Fund | 1M | 3M | 6M | 9M | 1Y | 3Y | 5Y | 10Y | ALL | Fund Size (Cr) | Expense Ratio | Sharpe | Risk |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Bank of India Mid & Small Cap Equity & Debt Fund - Regular Plan - Growth | 12.48% | 5.9% | 3.89% | 4.52% | 13.63% | 19.8% | 17.28% | 0% | 15.23% | 1,281.95 | 2.03 | 0.26 | Very High |
| ICICI Prudential Equity & Debt Fund - Growth | 6.61% | -0.8% | -2.27% | 1.98% | 5.07% | 17.63% | 18.26% | 15.88% | 14.93% | 46,700.40 | 1.54 | 0.35 | Very High |
| JM Aggressive Hybrid Fund - Regular Plan - Growth Current | 8.13% | -2.49% | -7.23% | -5.03% | -0.94% | 16.27% | 14.06% | 12.22% | 12.01% | 651.98 | 2.36 | 0.23 | Very High |
| Bandhan Aggressive Hybrid Fund - Regular Plan - Growth | 8.27% | 0.19% | -2.31% | 2.09% | 8.72% | 15.34% | 13% | 0% | 11% | 1,676.28 | 2.07 | 0.25 | Very High |
| Edelweiss Aggressive Hybrid Fund - Regular Plan - Growth | 7.62% | -0.13% | -2.77% | -0.38% | 3.76% | 15.1% | 14.44% | 12.72% | 11.66% | 3,308.90 | 1.86 | 0.26 | Very High |
| Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth | 6.2% | -3.11% | -5.01% | -2.75% | 1.07% | 14.7% | 13.47% | 0% | 15.39% | 2,057.93 | 2.00 | 0.24 | Very High |
| HSBC Aggressive Hybrid Fund - Regular Plan - Growth | 8.48% | 0.61% | -3.34% | 0.49% | 9.53% | 14.47% | 11.34% | 11.18% | 11.93% | 5,005.34 | 1.88 | 0.19 | Very High |
| Kotak Aggressive Hybrid Fund - Regular Plan - IDCW | 9.61% | 0.89% | -2.17% | 0.78% | 7.84% | 14.43% | 13.09% | 12.91% | 12.9% | 7,811.59 | 1.74 | 0.22 | Very High |
| SBI Equity Hybrid Fund - Regular Plan - IDCW | 9.11% | 1.76% | -1.23% | 2.06% | 6.46% | 14.29% | 12.04% | 12.29% | 14.8% | 76,291.80 | 1.39 | 0.25 | Very High |
| UTI Aggressive Hybrid Fund - Regular Plan - Growth | 6% | -3.05% | -3.14% | -1.15% | 1.95% | 14.14% | 13.8% | 12.32% | 4.6% | 6,115.27 | 1.88 | 0.26 | Very High |
| Instrument Allocation | Instrument | Assets % |
|---|---|---|
|
|
0.00% |
| Sector Allocation | Sector | Assets % |
|---|---|---|
| 0.00% |
| Name | Sector | Instrument | Assets % |
|---|---|---|---|
| Total | 0.00% |
Mr. Asit Bhandarkar has 11 years of experience in equity research and fund management. His last assignment was as Fund Manager with Lotus India Asset Management Company pvt. Ltd. prior to that, for more than 2 years, he was with SBI Funds Management pvt. Ltd. as a Junior Fund Manager. He started his career on the broking side as an equity analyst and has worked with firms like Jet Age Securities and Sushil Finance Consultants for almost 2 years
Satish joined Sundaram BNP Paribas Asset Management in April 2007. He has a rich background in research and fund management with stints at Sundaram BNP Paribas, ICICI Securities and Franklin Templeton, his port of call before taking up his present role. Satish has deep expertise in researching the auto industry. He has also been in a supervisory role for research in the pharma and FMCG space. His earlier stint at the fund house (then known as Sundaram Newton) as in research tracking sectors such as auto, cement, capital goods and pesticides.
RETURNS
It is an Open ended scheme that primarily invests in Aggressive Hybrid Fund.
To provide steady current income as well as long term growth of capital.
The scheme benchmark is the CRISIL Hybrid 35+65 - Aggressive Index
It is classified as Very High Risk, suitable for investors with a Very High risk appetite.
Returns Delivered by the funds are as follows:
1-year: -3.94%
3-year: 14.3%
5-year: 12.79%
Top holdings include names such as:
The NAV is around ₹113.01 (approx.) for the JM Aggressive Hybrid Fund - Regular Plan - Growth.
The fund’s AUM is approximately ₹701 Cr.
The expense ratio for the Regular Plan is 2.93.
1% on or before 60D, Nil after 60D.
Minimum SIP starts at ₹100.
The minimum lump sum investment is ₹1000. Often platforms may require higher in practice, but the statutory minimum remains the same.
You can start a SIP through:
Broker/agent platform like Sharescart.
Enter KYC details, choose the Regular Growth option, set SIP amount/frequency, and submit.
Yes. You can modify your SIP amount or frequency anytime online through the Sharescart platform.
You can redeem online via the Sharescart platform — choose the scheme, select the amount/units, and submit. Proceeds are credited to your bank account.
The fund managers: Asit Bhandarkar, Satish Ramanathan, Deepak Gupta., Ruchi Fozdar
This fund is suitable for investors with a Very High risk tolerance.
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