NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹121.51
-4.47%
NAV as on 16 Jan 25, 12:00 AM
very high risk
aggressive allocation
hybrid (nc)
NAV as on 16 Jan 25, 12:00 AM
very high risk
aggressive allocation
hybrid (nc)
27.96%p.a.
Last 1Y
23.22%p.a.
Last 3Y
24.11%p.a.
Last 5Y
13.32%p.a.
Since Inception
About JM Aggressive Hybrid Fund Half Yearly Bonus Option - Principal Units for NRIs
NRIs can achieve long-term capital appreciation by investing in the JM Aggressive Hybrid Fund Half Yearly Bonus Option - Principal Units scheme from JM Financial Asset Management Limited. It is a Aggressive Allocation mutual fund scheme that predominantly invests in Aggressive Allocation stocks of companies. Launched on Dec 2014, JM Aggressive Hybrid Fund Half Yearly Bonus Option - Principal Units is Aggressive Allocation fund of its category with 719.68 Cr fund under management as on Jan 2025. The expense ratio of this fund is less than that of most other Fund category Aggressive Allocation funds.
- JM Aggressive Hybrid Fund Half Yearly Bonus Option - Principal Units delivered 28.0% annual returns during the last year. It has delivered 13.3% average annual returns since the fund was launched.
- JM Aggressive Hybrid Fund Half Yearly Bonus Option - Principal Units scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in hybrid (nc)
Fund Objective
The investment objective of the Scheme is to provide steady current income as well as long term growth of capital. There can be no assurance that the investment objective of the scheme will be realized. The scheme does not guarantee/ indicate any returns. Investors are required to read all the scheme related information carefully.
Top 10 Holdings
HDFC Bank Ltd
4.74%
7.1% Govt Stock 2034
4.33%
Infosys Ltd
3.90%
Bharti Airtel Ltd
3.73%
Axis Bank Ltd
3.16%
ICICI Bank Ltd
3.04%
7.18% Govt Stock 2037
2.42%
Bajaj Auto Ltd
2.29%
ABB India Ltd
2.06%
Varun Beverages Ltd
1.90%
Fund Managers
- Satish Ramanathan (Oct 2024 - Present)
- Asit Bhandarkar (Dec 2021 - Present)
- Chaitanya Choksi (Aug 2021 - Present)
- Ruchi Fozdar (Oct 2024 - Present)
Key Information
View Scheme Document
JM Aggressive Hybrid Fund Half Yearly Bonus Option - Principal Units SIP Calculator
If invested
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For a period of
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₹0(+0.0%)
₹0 (+0.0%)
This Fund
₹0 (+0.0%)
Fixed Deposit
NRI Mutual Fund Tax on JM Aggressive Hybrid Fund Half Yearly Bonus Option - Principal Units
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in JM Aggressive Hybrid Fund Half Yearly Bonus Option - Principal Units?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in JM Aggressive Hybrid Fund Half Yearly Bonus Option - Principal Units
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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Frequently Asked Questions
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