• 1 Year Returns: 2.34%
• 3 Year Returns: 18.69%
• 5 Year Returns: 16.23%

• Private Banks | 14.00%
• G-Sec | 9.50%
• Specialized Finance | 5.51%
• Investment Banking & Brokerage | 5.35%
• Public Banks | 4.94%

• HDFC Bank Ltd | 3.93%
• Bharti Airtel Ltd | 3.75%
• Larsen and Toubro Ltd | 3.44%
• 6.48% GOI 06-Oct-2035 | 3.21%
• Multi Commodity Exchange of India Ltd | 2.99%

• Equity | 73.52%
• Government Securities | 9.50%
• Corporate Debt | 9.48%
• Certificate of Deposit | 4.79%
• Cash & Equivalents | 2.11%

The alpha ratio for the JM Aggressive Hybrid Fund(Q-IDCW) is -1.49

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(Q-IDCW) is 12.57

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(Q-IDCW) is -0.21

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(Q-IDCW) is -0.02

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.