JM Aggressive Hybrid Fund vs Bandhan Aggressive Hybrid Fund
JM Aggressive Hybrid Fund (Direct) and Bandhan Aggressive Hybrid Fund (Direct) head to head: growth of ₹100, returns across every window, risk, cost, and portfolio overlap — every figure computed from AMFI NAV history, nothing supplied by a fund house. Both are Aggressive Hybrid Fund schemes — see the best aggressive hybrid mutual funds for the full ranking.
Head to head
NAVs as of 23 Sep 2026
Growth of ₹100 (rebased over the selected window)
Common period 02 Jan 2017 – 23 Sep 2026, limited by Bandhan Aggressive Hybrid Fund. Every series is rebased to ₹100 at the start of this window. Benchmark lines are the category index WealthTicker measures against, which is not always the benchmark the scheme itself declares — the fund page’s Scheme Info names that one.
View as table
| Date | JM Aggressive Hybrid Fund | Bandhan Aggressive Hybrid Fund | Nifty 50 |
|---|---|---|---|
| 02 Jan 2017 | ₹100.00 | ₹100.00 | ₹100.00 |
| 25 Oct 2017 | ₹118.58 | ₹116.07 | ₹125.87 |
| 17 Aug 2018 | ₹122.58 | ₹121.62 | ₹140.24 |
| 09 Jun 2019 | ₹111.74 | ₹120.92 | ₹145.13 |
| 31 Mar 2020 | ₹88.70 | ₹95.06 | ₹105.11 |
| 21 Jan 2021 | ₹153.93 | ₹147.08 | ₹178.38 |
| 13 Nov 2021 | ₹194.31 | ₹187.71 | ₹221.32 |
| 04 Sep 2022 | ₹190.56 | ₹185.89 | ₹214.43 |
| 27 Jun 2023 | ₹217.22 | ₹200.56 | ₹230.06 |
| 18 Apr 2024 | ₹304.40 | ₹237.76 | ₹268.91 |
| 08 Feb 2025 | ₹334.54 | ₹269.45 | ₹288.04 |
| 01 Dec 2025 | ₹353.03 | ₹307.20 | ₹320.02 |
| 23 Sep 2026 | ₹354.38 | ₹319.84 | ₹286.26 |
Portfolio overlap (same stocks held through more than one fund)
Some overlap is structural: SEBI defines large cap as the top 100 stocks by market capitalisation, so two large-cap funds are fishing the same pond by regulation. The bands below are measured per sleeve pairing rather than against one blanket threshold. How this is measured →
JM Aggressive Hybrid Fund and Bandhan Aggressive Hybrid Fund share 32% of their equity book by weight.
Shared holdings — JM Aggressive Hybrid Fund vs Bandhan Aggressive Hybrid Fund
| Stock | JM Aggressive Hybrid Fund | Bandhan Aggressive Hybrid Fund | |
|---|---|---|---|
| Reliance Industries Ltd | 3.10% | 4.77% | 3.10% |
| Zomato Ltd | 3.59% | 2.69% | 2.69% |
| ICICI Bank Ltd | 2.67% | 7.25% | 2.67% |
| One 97 Communications Ltd | 4.65% | 2.17% | 2.17% |
| HDFC Bank Ltd | 2.01% | 5.58% | 2.01% |
| Axis Bank Ltd | 1.98% | 2.31% | 1.98% |
| Mahindra & Mahindra Ltd | 1.98% | 2.70% | 1.98% |
| NTPC Ltd | 1.88% | 3.48% | 1.88% |
| Larsen & Toubro Ltd | 1.84% | 2.59% | 1.84% |
| Bharti Airtel Ltd | 3.34% | 1.68% | 1.68% |
| Tech Mahindra Ltd | 1.86% | 1.37% | 1.37% |
| JSW Steel Ltd | 1.34% | 2.46% | 1.34% |
| Coforge Ltd | 4.21% | 1.33% | 1.33% |
| GE T&D India Ltd | 1.38% | 0.93% | 0.93% |
| RBL Bank Ltd | 1.97% | 0.88% | 0.88% |
7 more stocks in common. 22 shared of 53 / 85 positions. Weights are shown as a share of each fund's equity book.
| Metric | JM Financial · Direct NAV ₹140.79 High risk ★★★☆☆ | Bandhan · Direct NAV ₹32.03 High risk ★★★☆☆ | Category median Aggressive Hybrid Fund · 30 funds |
|---|---|---|---|
| +1.08% | +6.91%Best in row | +1.23% | |
| +13.64% | +14.73%Best in row | +11.42% | |
| +12.94%Best in row | +11.55% | +9.47% | |
| +12.93% | — | +11.65% | |
| +13.38%Best in row | +12.70% | +12.49% | |
| +13.13% | +13.55%Best in row | — | |
| +14.34%Best in row | +13.94% | +14.29% | |
| +13.57% | +14.49%Best in row | +13.98% | |
| +13.71% | — | +13.72% | |
| Risk | |||
| 12.53% | 11.83%Best in row | 10.63% | |
| 0.57 | 0.70Best in row | 0.46 | |
| 0.78 | 0.94Best in row | 0.63 | |
| -36.57% | -31.55%Best in row | -28.65% | |
| +6.69% | +7.87%Best in row | +4.67% | |
| 0.82 | 0.83 | 0.80 | |
| 100.3% | 105.7%Best in row | 93.5% | |
| 57.0% | 55.7%Best in row | 58.5% | |
| 1.15% | 0.87%Best in row | 1.00% | |
| ₹696.04Cr | ₹1,976Cr | ₹2,217Cr | |
| 1.00% | Up to 1.00% | — | |
| 18% | 17% | 44% | |
| Ruchi Fozdar | Harshal Joshi · 11y | — | |
| 03 Jan 2013 | 02 Jan 2017 | — | |
| 53 | 85 | — | |
| 26.0% | 30.3% | — | |
| 1.3% | 1.4% | — | |
4 rows carry the same value for every fund — show
- Benchmark
- Nifty 50
- Lock-in
- None
- Min SIP
- ₹100
- Min lumpsum
- ₹1.00K
Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.
Frequently asked questions
Which fund has delivered higher returns — JM Aggressive Hybrid Fund or Bandhan Aggressive Hybrid Fund?
Over the last 3 years, Bandhan Aggressive Hybrid Fund returned +14.73% CAGR against JM Aggressive Hybrid Fund's +13.64%, computed from AMFI NAV history. Over 5 years: JM Aggressive Hybrid Fund +12.94% vs Bandhan Aggressive Hybrid Fund +11.55% CAGR. Past returns don't guarantee future performance.
Which fund is cheaper — JM Aggressive Hybrid Fund or Bandhan Aggressive Hybrid Fund?
Bandhan Aggressive Hybrid Fund has the lower expense ratio: JM Aggressive Hybrid Fund charges 1.15% a year against Bandhan Aggressive Hybrid Fund's 0.87%. The expense ratio is deducted from the NAV daily, so a lower one compounds in the investor's favour.
Which fund is riskier — JM Aggressive Hybrid Fund or Bandhan Aggressive Hybrid Fund?
JM Aggressive Hybrid Fund has shown higher volatility (+12.53% annualized vs Bandhan Aggressive Hybrid Fund's +11.83%), measured as the annualized standard deviation of daily returns over the trailing 3 years. Worst 3-year drawdown: JM Aggressive Hybrid Fund -17.03% vs Bandhan Aggressive Hybrid Fund -13.45%.
Which fund manages more money — JM Aggressive Hybrid Fund or Bandhan Aggressive Hybrid Fund?
Bandhan Aggressive Hybrid Fund is the larger fund: JM Aggressive Hybrid Fund manages ₹696.04Cr against Bandhan Aggressive Hybrid Fund's ₹1,976Cr in assets. Size cuts both ways — scale lowers costs, but a very large fund can find it harder to move in and out of positions.
Are JM Aggressive Hybrid Fund and Bandhan Aggressive Hybrid Fund in the same category?
Yes — both are Aggressive Hybrid Fund schemes, so their returns, risk and cost are directly comparable against the same peer set.
Figures update daily from AMFI NAV history; ratings and ranks are WealthTicker’s own — see the methodology. This is data, not investment advice.