• 1 Year Returns: 0.11%
• 3 Year Returns: 26.76%
• 5 Year Returns: 27.78%

• Private Banks | 13.69%
• G-Sec | 10.16%
• IT Services & Consulting | 9.17%
• Specialized Finance | 6.29%
• Packaged Foods & Meats | 6.08%

• Bharti Airtel Ltd | 4.97%
• Larsen and Toubro Ltd | 3.96%
• Bajaj Finance Ltd | 3.85%
• HDFC Bank Ltd | 3.78%
• Tech Mahindra Ltd | 3.54%

• Equity | 76.32%
• Government Securities | 10.16%
• Corporate Debt | 9.74%
• Cash & Equivalents | 2.03%
• Certificate of Deposit | 1.75%

The alpha ratio for the JM Aggressive Hybrid Fund(Q-IDCW) is -2.70

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 12.60

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 -0.26

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 -0.03

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.