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BSE - Delayed Quote INR

JM Aggressive Hybrid Dir HY Bns Princ (0P0001551C.BO)

133.61
-1.37
(-1.02%)
At close: January 25 at 1:30:00 AM GMT+5:30

Performance Overview

Morningstar Return Rating --
YTD Return -8.53%
5y Average Return 23.57%
Number of Years Up 9
Number of Years Down 1
Best 1Y Total Return (Jan 27, 2025) 35.46%
Worst 1Y Total Return (Jan 27, 2025) --
Best 3Y Total Return 35.46%
Worst 3Y Total Return 4.39%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001551C.BO
Category
YTD
29.30%
0.00%
1-Month
-0.16%
0.00%
3-Month
-3.34%
0.00%
1-Year
29.30%
0.00%
3-Year
24.10%
0.00%
5-Year
25.51%
0.00%
10-Year
14.27%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0001551C.BO
Category
2024
29.30%
--
2023
35.46%
--
2022
9.13%
--
2021
23.92%
--
2020
31.52%
--
2019
-7.21%
--
2018
2.51%
--
2017
19.59%
--

2016
5.23%
--
2015
1.77%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 9.19% 16.33% 5.31% -3.34%
2023 -2.12% 11.38% 11.21% 11.71%
2022 -0.13% -5.98% 8.37% 7.25%
2021 6.78% 8.39% 11.08% -3.61%
2020 -21.66% 12.58% 23.12% 21.12%
2019 3.57% -10.01% -5.78% 5.67%
2018 -2.32% 2.85% 1.54% 0.49%
2017 9.11% 3.02% 2.21% 4.09%
2016 -1.27% 6.13% 3.09% -2.59%
2015 4.37% -0.46% -2.32% 0.29%

Rank in Category (By Total Return)

YTD 1
1-Month 32
3-Month 23
1-Year 1
3-Year 1
5-Year 4

Load Adjusted Returns

1-Year 29.30%
3-Year 24.10%
5-Year 25.51%
10-Year 14.27%

Performance & Risk

YTD Return -8.53%
5y Average Return 23.57%
Rank in Category (ytd) 1
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.98
Morningstar Risk Rating

Fund Overview

Category --
Fund Family JM Financial Asset Management Limited
Net Assets 679.91M
YTD Return 29.30%
Yield 0.00%
Morningstar Rating
Inception Date Jan 01, 2013

Fund Summary

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