• 1 Year Returns: 2.73%
• 3 Year Returns: 12.98%
• 5 Year Returns: 13.50%

• Private Banks | 13.59%
• Specialized Finance | 8.35%
• Others | 6.51%
• G-Sec | 6.18%
• IT Services & Consulting | 5.39%

• 6.36% GOI 16-Feb-2031 | 3.58%
• Bajaj Finance Ltd | 3.54%
• Bharti Airtel Ltd | 3.04%
• One 97 Communications Ltd | 3.00%
• Coforge Limited | 2.84%

• Equity | 78.66%
• Corporate Debt | 9.52%
• Government Securities | 6.18%
• Certificate of Deposit | 4.53%
• Cash & Equivalents | 1.11%

The alpha ratio for the JM Aggressive Hybrid Fund(A-IDCW) is 0.51

Alpha is the excess return of a fund compared to its expected return, based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.

The volatility or standard deviation for the JM Aggressive Hybrid Fund(A-IDCW) is 12.22

Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

The Sharpe ratio for the JM Aggressive Hybrid Fund(A-IDCW) is -0.10

The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.

The Sortino Ratio for the JM Aggressive Hybrid Fund(A-IDCW) is -0.01

The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.