Aditya Birla Sun Life Aggressive Hybrid Fund vs JM Aggressive Hybrid Fund
Aditya Birla Sun Life Aggressive Hybrid Fund and JM Aggressive Hybrid Fund are both Aggressive Hybrid funds. As of 5 Nov 2026 (Direct plan, Growth option): 3-year CAGR +10.94% vs +13.13%, 5-year CAGR +8.22% vs +12.94%, volatility 11.60% vs 13.84%, maximum drawdown −31.97% vs −36.57%. Their portfolios overlap by 27.2% (25 stocks held by both).
Showing the Direct plan, Growth option. Portfolio, sector and market-cap figures are the same for every plan and option of a fund.
Key facts
| Aditya Birla Sun Life Aggressive Hybrid | JM Aggressive Hybrid | |
|---|---|---|
| Fund house | Aditya Birla Sun Life Mutual Fund | JM Financial Mutual Fund |
| Compared as | Aggressive Hybrid | Aggressive Hybrid |
| NAV | ₹1,757.2700 | ₹141.0095 |
| NAV date | 5 Nov 2026 | 5 Nov 2026 |
| Launched (first NAV) | 2 Jan 2013 | 3 Jan 2013 |
| Track record | 13.8 yrs | 13.8 yrs |
| Fund size (AUM) | ₹6,831 Cr | ₹654 Cr |
| Securities held | 156 | 81 |
| Portfolio as of | 30 Sep 2026 | 30 Sep 2026 |
| Fund page | Full record → | Full record → |
Returns
| Aditya Birla Sun Life Aggressive Hybrid | JM Aggressive Hybrid | |
|---|---|---|
| 1 month | +3.93% | +2.86% |
| 3 months | −1.21% | −0.35% |
| 6 months | +3.23% | +4.24% |
| 1 year | +0.49% | +0.22% |
| 3 years (CAGR) | +10.94% | +13.13% |
| 5 years (CAGR) | +8.22% | +12.94% |
| 7 years (CAGR) | +11.66% | +18.41% |
| 10 years (CAGR) | +10.34% | +13.29% |
| Since launch (CAGR) | +12.34% | +13.27% |
| SIP return (XIRR, 5 years) ⓘ | +8.97% | +12.47% |
Up to one year: absolute return. Beyond one year: CAGR. Computed from each fund's own NAV history (AMFI), measured to the latest NAV.
Calendar-year returns
| Aditya Birla Sun Life Aggressive Hybrid | JM Aggressive Hybrid | |
|---|---|---|
| 2026 (year to date) | −0.40% | +2.24% |
| 2025 | +8.01% | −1.55% |
| 2024 | +16.15% | +29.28% |
| 2023 | +22.23% | +35.47% |
| 2022 | −0.97% | +9.13% |
| 2021 | +25.12% | +23.91% |
Risk
| Aditya Birla Sun Life Aggressive Hybrid | JM Aggressive Hybrid | |
|---|---|---|
| Volatility (annualised) ⓘ | 11.60% | 13.84% |
| Downside volatility ⓘ | 8.28% | 9.19% |
| Sharpe ratio ⓘ | 0.39 | 0.48 |
| Sortino ratio ⓘ | 0.54 | 0.72 |
| Maximum drawdown ⓘ | −31.97% | −36.57% |
| Recovery from that fall | 8 months | 7 months |
| Current fall from peak | −1.27% | −4.18% |
| Rolling 1-year return: worst | −28.35% | −34.90% |
| Rolling 1-year return: median | +10.62% | +10.06% |
| Rolling 1-year return: best | +72.91% | +96.15% |
| Share of 1-year periods with a loss | 18.19% | 20.25% |
Against each fund's benchmark
| Aditya Birla Sun Life Aggressive Hybrid | JM Aggressive Hybrid | |
|---|---|---|
| Beta ⓘ | 0.77 | 0.82 |
| Alpha (Jensen's, annualised) ⓘ | +1.29% | +3.42% |
| R² ⓘ | 96.85 | 73.34 |
| Upside capture | 86.39% | 100.63% |
| Downside capture | 73.47% | 81.41% |
| Tracking error | 3.99% | 7.79% |
| Information ratio | 0.29 | 0.42 |
| Treynor ratio | 4.07 | 6.46 |
Portfolio
Asset mix
| Aditya Birla Sun Life Aggressive Hybrid | JM Aggressive Hybrid | |
|---|---|---|
| Equity | 76.16% | 77.73% |
| Debt | 18.48% | 19.89% |
| REITs / InvITs | 2.84% | 0.00% |
| Cash & equivalents | 2.01% | 2.35% |
| Mutual Fund Units | 0.44% | 0.00% |
Market-cap split (share of fund assets)
| Aditya Birla Sun Life Aggressive Hybrid | JM Aggressive Hybrid | |
|---|---|---|
| Large Cap | 52.25% | 43.23% |
| Mid Cap | 14.82% | 16.69% |
| Small Cap | 9.11% | 16.65% |
| Unclassified | 0.00% | 1.19% |
Concentration
| Aditya Birla Sun Life Aggressive Hybrid | JM Aggressive Hybrid | |
|---|---|---|
| Top 10 holdings | 30.68% | 25.89% |
| Effective number of stocks ⓘ | 60.4 | 61.9 |
| Securities held | 156 | 81 |
Portfolio overlap: 27.2%
25 companies are held by both funds; by weight, 27.2% of the two portfolios is the same. That is a moderate overlap.
| Held by both | Aditya Birla Sun Life Aggressive Hybrid | JM Aggressive Hybrid |
|---|---|---|
| Bharti Airtel Limited | 2.98% | 2.71% |
| Reliance Industries Limited | 3.61% | 2.21% |
| ICICI Bank Limited | 6.12% | 2.03% |
| Kotak Mahindra Bank Limited | 1.97% | 2.43% |
| Bajaj Finance Limited | 1.93% | 2.63% |
| HDFC Bank Limited | 4.88% | 1.68% |
| Mahindra & Mahindra Limited | 1.67% | 1.94% |
| Eternal Limited | 1.64% | 2.94% |
| Axis Bank Limited | 2.63% | 1.57% |
| Larsen & Toubro Limited | 1.71% | 1.43% |
| United Spirits Limited | 1.17% | 1.76% |
| UNO Minda Limited | 0.82% | 1.08% |
| Tata Motors Ltd | 0.78% | 1.45% |
| Tech Mahindra Limited | 0.77% | 1.46% |
| Apollo Hospitals Enterprise Limited | 0.72% | 2.13% |
Top 10 holdings
Aditya Birla Sun Life Aggressive Hybrid
- ICICI Bank Limited6.12%
- HDFC Bank Limited4.88%
- Reliance Industries Limited3.61%
- Bharti Airtel Limited2.98%
- State Bank of India2.65%
- Axis Bank Limited2.63%
- 8.92% Cholamandalam Investment & Finance Co. Ltd. (02/12/2034)2.09%
- Kotak Mahindra Bank Limited1.97%
- Bajaj Finance Limited1.93%
- 7.30% Bharti Telecom Ltd. (01/12/2027)1.81%
JM Aggressive Hybrid
- One 97 Communications Limited3.80%
- Eternal Limited2.94%
- Bharti Airtel Limited2.71%
- 6.94% Government of India (11/05/2036)2.67%
- Bajaj Finance Limited2.63%
- Kotak Mahindra Bank Limited2.42%
- 6.36% GOI 16-Feb-20312.29%
- Reliance Industries Limited2.21%
- Apollo Hospitals Enterprise Limited2.13%
- Multi Commodity Exchange of India Limited2.09%
Sector exposure
| Aditya Birla Sun Life Aggressive Hybrid | JM Aggressive Hybrid | |
|---|---|---|
| Banks | 19.24% | 12.43% |
| CRISIL AAA | 6.63% | 4.44% |
| Finance | 4.86% | 5.64% |
| Retailing | 5.07% | 5.21% |
| Pharmaceuticals & Biotechnology | 5.05% | 1.95% |
| IT - Software | 4.72% | 2.76% |
| Capital Markets | 0.48% | 4.46% |
| Automobiles | 1.67% | 3.90% |
| Financial Technology (Fintech) | 0.00% | 3.80% |
| ICRA AAA | 3.77% | 0.76% |
| Auto Components | 3.76% | 2.93% |
| Petroleum Products | 3.61% | 2.21% |
| Healthcare Services | 0.72% | 3.41% |
| Transport Infrastructure | 3.38% | 1.69% |
Questions people ask
What is the difference between Aditya Birla Sun Life Aggressive Hybrid and JM Aggressive Hybrid returns?
As of 5 Nov 2026, Direct plan Growth option: 1-year return +0.49% vs +0.22%; 3-year CAGR +10.94% vs +13.13%; 5-year CAGR +8.22% vs +12.94%; 10-year CAGR +10.34% vs +13.29%. Past returns do not indicate future returns.
How do Aditya Birla Sun Life Aggressive Hybrid and JM Aggressive Hybrid compare on risk?
Volatility (36 monthly returns, annualised) 11.60% vs 13.84%; Sharpe ratio 0.39 vs 0.48; Sortino ratio 0.54 vs 0.72; maximum drawdown −31.97% vs −36.57%; beta 0.77 vs 0.82.
How much do Aditya Birla Sun Life Aggressive Hybrid and JM Aggressive Hybrid overlap?
By weight, 27.2% of the two portfolios is invested in the same companies; 25 stocks are held by both, the largest shared positions being Bharti Airtel Limited, Reliance Industries Limited, ICICI Bank Limited. Based on the portfolios disclosed for Sep 2026 and Sep 2026.
What is the large, mid and small cap split of Aditya Birla Sun Life Aggressive Hybrid and JM Aggressive Hybrid?
Aditya Birla Sun Life Aggressive Hybrid: large cap 52.3%, mid cap 14.8%, small cap 9.1%. JM Aggressive Hybrid: large cap 43.2%, mid cap 16.7%, small cap 16.7% (share of the fund's assets, from its latest disclosed portfolio).
Is this a recommendation to choose one of these funds?
No. This page places the published figures of both funds side by side. It does not rank, rate or recommend either fund; which one suits an investor depends on their goals, horizon and risk tolerance.
More comparisons
Aditya Birla Sun Life Aggressive Hybrid vs
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Sources: NAV from AMFI; returns, risk and ratios computed by MF Analyser from each fund's NAV history (risk on 36 monthly returns, risk-free rate 6.5%); benchmark ratios against each fund's benchmark total-return index; portfolios from each fund house's monthly disclosure. Returns and ratios as of 5 Nov 2026. IDCW options show no return or risk figures because payouts reduce the NAV and AMFI's file carries no payout history to add back. This page compares published figures only — it does not rank, rate or recommend either fund. Past performance does not indicate future returns; mutual fund investments are subject to market risks.