NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund

INVEST VIA NRE/NRO

JM Aggressive Hybrid Fund-IDCW Quarterly for NRI [30.30]

Min Investment

₹1,000

Fund Size

₹691.85 Cr

Expense Ratio

2.6%

Exit Load

1%

SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671

₹30.30

-0.83%

NAV as on 22 Jul 26, 12:00 AM

very high risk

aggressive allocation

hybrid (nc)

NAV as on 22 Jul 26, 12:00 AM

very high risk

aggressive allocation

hybrid (nc)

-4.30%p.a.

Last 1Y

13.06%p.a.

Last 3Y

12.86%p.a.

Last 5Y

12.01%p.a.

Since Inception

About JM Aggressive Hybrid Fund-IDCW Quarterly for NRIs

NRIs can achieve long-term capital appreciation by investing in the JM Aggressive Hybrid Fund-IDCW Quarterly scheme from JM Financial Asset Management Private 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-IDCW Quarterly is Aggressive Allocation fund of its category with 691.85 Cr fund under management as on Jul 2026. The expense ratio of this fund is less than that of most other Fund category Aggressive Allocation funds.

  • JM Aggressive Hybrid Fund-IDCW Quarterly delivered -4.3% annual returns during the last year. It has delivered 12.0% average annual returns since the fund was launched.
  • JM Aggressive Hybrid Fund-IDCW Quarterly 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

Reverse Repo

0.11%

Net Payables

-0.52%

SIKKA PORTS & TERMINALS LIMITED SRPPD12 6.75NCD 22AP26 FVRS10LACLOAUPTO21AP21

0.23%

JAMNAGAR UTILITIES & POWER PRIVATE LIMITED SR PPD 6 6.40 LOA 29SP26 FVRS10LAC

0.63%

GOI Sec 7.17 17/04/2030

0.13%

NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 24A 7.5 BD 31AU26 FVRS1LAC

0.62%

GOVERNMENT OF INDIA 33618 GOI 13NV30 7.32 FV RS 100

0.52%

ICICI HOME FINANCE COMPANY LIMITED SR HDBJAN241 8.061 BD 25MR26 FVRS1LAC

0.32%

SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA SR VIII 7.68 BD 09JL27 FVRS1LAC

0.91%

GOVERNMENT OF INDIA 34587 GOI 18JU31 7.02 FV RS 100

0.56%

Fund Managers

  1. Ruchi Fozdar (Oct 2024 - Present)
  2. Satish Ramanathan (Oct 2024 - Present)
  3. Asit Bhandarkar (Dec 2021 - Present)
  4. Deepak Gupta (Apr 2025 - Present)

Key Information

View Scheme Document

JM Aggressive Hybrid Fund-IDCW Quarterly SIP Calculator

If invested

₹5,000

per month

For a period of

Investment of ₹0 could have been

₹0(+0.0%)

₹0 (+0.0%)

This Fund

₹0 (+0.0%)

Fixed Deposit

NRI Mutual Fund Tax on JM Aggressive Hybrid Fund-IDCW Quarterly

Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.

Fund TypeShort-term Capital Gains (STCG) TaxLong-term Capital Gains (LTCG) Tax
Equity mutual funds15%10% (above Rs. 1 lakh LTCG) without indexation*
Debt & other types of fundsAt tax slab rate20% with indexation benefits

How can NRIs invest in JM Aggressive Hybrid Fund-IDCW Quarterly?

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-IDCW Quarterly
  • 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

Frequently Asked Questions

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