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JM Aggressive Hybrid Fund (Direct) - Half Yearly Bonus Option - Principal Units
Aggressive Hybrid · Hybrid
JM Aggressive Hybrid Fund (Direct) - Half Yearly Bonus Option - Principal Units
SignalIQ View
Descriptive research · not a buy/sell recommendation
Sharpe (3Y)
1.16
Return per unit of risk · rf 6.5%
Sortino (3Y)
1.38
Downside-only Sharpe
Max Drawdown
-36.6%
Peak-to-trough · full history
Vol (3Y)
12.0%
Annualised σ of daily returns
Positive Days
57%
Smoothness proxy
This fund has delivered solid risk-adjusted returns over the last 3 years (Sharpe 1.16). Its worst peak-to-trough drop over the full history was 36.6% (large drawdowns) between 2019-06-03 and 2020-03-23. About 57% of trading days closed up. Profile: high-return, high-volatility · smooth NAV path.
YTD
+0.0%
Calendar YTD
1 Year
+0.0%
Trailing 12 mo
3 Year
+9.9%
CAGR
5 Year
+11.4%
CAGR
10 Year
+12.0%
CAGR
Since Inception
—
CAGR (?y)
📈 NAV History
End-of-day NAV series from AMFI (via MFAPI.in).
🎯 Rolling-Return Consistency
3-Year Rolling Windows
- Sample size
- 1749 windows
- Best window CAGR
- +34.13%
- Median CAGR
- +12.55%
- Avg CAGR
- +13.52%
- Worst window CAGR
- -9.12%
- Positive windows
- 95.5%
5-Year Rolling Windows
- Sample size
- 1259 windows
- Best window CAGR
- +28.59%
- Median CAGR
- +11.65%
- Avg CAGR
- +12.78%
- Worst window CAGR
- -3.32%
- Positive windows
- 96.3%
Every trading day in the history is treated as a potential window end-date; the fund's CAGR over the trailing 3 (or 5) years ending that day is computed, and the full distribution is summarised. A narrower band + higher "positive windows" percentage means more predictable outcomes — reduces the timing luck a single point-in-time CAGR can hide.
🏁 Peer Comparison · Top in Aggressive Hybrid
| Scheme | 1Y | 3Y CAGR | 5Y CAGR | Latest NAV |
|---|---|---|---|---|
|
Nippon India Equity Hybrid Fund - Segregated Portfolio 1 - Direct Plan - Growth Plan
Nippon India Mutual Fund
|
+0.0% | +31.2% | +17.7% | — |
|
Bank Of India Aggressive Hybrid Fund
Bank of India Mutual Fund
|
+13.9% | +17.5% | +15.2% | — |
|
Bandhan Aggressive Hybrid Fund
Bandhan Mutual Fund
|
+5.6% | +14.2% | +11.7% | — |
|
HSBC Aggressive Hybrid Fund
HSBC Mutual Fund
|
+4.5% | +13.5% | — | — |
|
Quant Aggressive Hybrid Fund
quant Mutual Fund
|
+8.4% | +13.5% | +13.3% | — |
|
ICICI Prudential Aggressive Hybrid Active FOF
ICICI Prudential Mutual Fund
|
-1.4% | +13.4% | +13.6% | — |
|
JM Aggressive Hybrid Fund (Direct) - Half Yearly Bonus Option - Principal Units (this fund)
JM Financial Mutual Fund
|
+0.0% | +9.9% | +11.4% | — |
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance is not indicative of future results. This page publishes descriptive rank-and-return analysis only — not personalised advice on which fund to buy. Trailing returns and rolling-window statistics are computed from AMFI's official daily NAV series. Research by Equity Alfa Analytics, SEBI Registered Research Analyst · INH000024985 · BSE RAASB Enlistment 6942.