• 1 Year Returns: -3.11%
• 3 Year Returns: 19.44%
• 5 Year Returns: 19.30%

• Private Banks | 13.62%
• G-Sec | 7.98%
• Electrical Components & Equipments | 6.19%
• Specialized Finance | 5.98%
• IT Services & Consulting | 5.51%

• HDFC Bank Ltd | 4.24%
• Ujjivan Small Finance Bank Ltd | 3.78%
• Bharti Airtel Ltd | 3.66%
• Bajaj Finance Ltd | 3.52%
• Multi Commodity Exchange of India Ltd | 3.48%

• Equity | 77.79%
• Corporate Debt | 12.37%
• Government Securities | 7.98%
• Certificate of Deposit | 0.96%
• Cash & Equivalents | 0.91%

The alpha ratio for the JM Aggressive Hybrid Fund(M-IDCW) is -3.61

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(M-IDCW) is 11.63

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(M-IDCW) is -0.62

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(M-IDCW) is -0.06

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.