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JM Aggressive Hybrid Ann IDCW-P (0P00014B46.BO)

BSE - BSE Delayed price. Currency in INR
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32.03+0.13 (+0.41%)
At close: 01:30AM IST

Performance overview

Morningstar return ratingN/A1
Year-to-date return18.40%
5-year average return19.06%
Number of years up8
Number of years down1
Best 1-yr total return (31 May 2024)33.85%
Worst 1-yr total return (31 May 2024)N/A
Best 3-yr total return33.85%
Worst 3-yr total return1.93%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00014B46.BOCategory
YTD16.51%0.00%
1-month7.22%0.00%
3-month8.90%0.00%
1-year56.30%0.00%
3-year24.24%0.00%
5-year19.04%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00014B46.BOCategory
2024
N/AN/A
2023
33.85%N/A
2022
8.05%N/A
2021
22.94%N/A
2020
30.48%N/A
2019
-12.23%N/A
2018
1.42%N/A
2017
18.95%N/A
2016
4.46%N/A
2015
0.71%N/A
2014
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.66%N/AN/AN/A
2023-2.38%11.10%10.88%11.30%
2022-0.33%-6.16%8.06%6.92%
20216.57%8.18%10.86%-3.80%
2020-21.82%12.37%22.87%20.88%
20190.78%-10.23%-6.03%3.25%
2018-2.67%2.65%1.28%0.23%
20178.94%2.89%2.08%3.96%
2016-1.51%5.87%3.00%-2.73%
20154.01%-0.67%-2.55%0.03%
20140.63%N/AN/AN/A

Rank in category (by total return)

YTD3
1-month3
3-month3
1-year3
3-year8
5-year13

Load adjusted returns

1-year56.30%
3-year24.24%
5-year19.04%
10-yearN/A