• 1 Year Returns: -5.56%
• 3 Year Returns: 10.68%
• 5 Year Returns: 11.82%

• Private Banks | 12.65%
• Specialized Finance | 8.80%
• Others | 8.22%
• Investment Banking & Brokerage | 6.45%
• G-Sec | 5.40%

• One 97 Communications Ltd | 3.80%
• Eternal Limited | 2.94%
• Bharti Airtel Ltd | 2.71%
• 6.94% GOI 11-May-2036 | 2.67%
• Bajaj Finance Ltd | 2.63%

• Equity | 77.77%
• Corporate Debt | 10.47%
• Government Securities | 5.40%
• Certificate of Deposit | 4.02%
• Cash & Equivalents | 2.35%

The alpha ratio for the JM Aggressive Hybrid Fund(Q-IDCW) is 0.87

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 12.69

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 -0.76

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 -0.08

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.