JM Aggressive Hybrid Fund vs Bank of India Aggressive Hybrid Fund
JM Aggressive Hybrid Fund (Direct) and Bank of India 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 27 Jul 2016 – 23 Sep 2026, limited by Bank of India 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 | Bank of India Aggressive Hybrid Fund | Nifty 50 |
|---|---|---|---|
| 27 Jul 2016 | ₹100.00 | ₹100.00 | ₹100.00 |
| 01 Jun 2017 | ₹109.01 | ₹117.87 | ₹111.61 |
| 06 Apr 2018 | ₹113.18 | ₹146.59 | ₹119.91 |
| 10 Feb 2019 | ₹118.06 | ₹121.32 | ₹127.02 |
| 16 Dec 2019 | ₹108.87 | ₹120.63 | ₹139.91 |
| 20 Oct 2020 | ₹123.09 | ₹141.86 | ₹138.08 |
| 25 Aug 2021 | ₹173.84 | ₹220.93 | ₹193.07 |
| 30 Jun 2022 | ₹167.84 | ₹208.09 | ₹183.15 |
| 05 May 2023 | ₹195.88 | ₹244.62 | ₹209.72 |
| 10 Mar 2024 | ₹291.91 | ₹347.78 | ₹261.07 |
| 13 Jan 2025 | ₹321.45 | ₹382.43 | ₹267.95 |
| 18 Nov 2025 | ₹341.64 | ₹413.03 | ₹300.73 |
| 23 Sep 2026 | ₹343.32 | ₹477.59 | ₹271.76 |
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 Bank of India Aggressive Hybrid Fund share 11% of their equity book by weight.
Shared holdings — JM Aggressive Hybrid Fund vs Bank of India Aggressive Hybrid Fund
| Stock | JM Aggressive Hybrid Fund | Bank of India Aggressive Hybrid Fund | |
|---|---|---|---|
| One 97 Communications Ltd | 4.65% | 2.70% | 2.70% |
| United Spirits Ltd | 2.31% | 1.80% | 1.80% |
| Multi Commodity Exchange Of India Ltd | 2.57% | 1.62% | 1.62% |
| Bharat Forge Ltd | 1.54% | 1.23% | 1.23% |
| WeWork India Management Ltd. | 1.35% | 1.17% | 1.17% |
| GE T&D India Ltd | 1.38% | 1.14% | 1.14% |
| UNO Minda Ltd | 1.12% | 3.09% | 1.12% |
7 shared of 53 / 62 positions. Weights are shown as a share of each fund's equity book.
| Metric | JM Financial · Direct NAV ₹140.79 High risk ★★★☆☆ | Bank of India · Direct NAV ₹48.38 High risk ★★★★☆ | Category median Aggressive Hybrid Fund · 30 funds |
|---|---|---|---|
| +1.08% | +15.49%Best in row | +1.23% | |
| +13.64% | +18.17%Best in row | +11.42% | |
| +12.94% | +15.02%Best in row | +9.47% | |
| +12.93% | +16.33%Best in row | +11.65% | |
| +13.38% | +16.64%Best in row | +12.49% | |
| +13.13% | +17.56%Best in row | — | |
| +14.34% | +17.92%Best in row | +14.29% | |
| +13.57% | +19.41%Best in row | +13.98% | |
| +13.71% | +16.42%Best in row | +13.72% | |
| Risk | |||
| 12.53%Best in row | 14.97% | 10.63% | |
| 0.57 | 0.78Best in row | 0.46 | |
| 0.78 | 1.05Best in row | 0.63 | |
| -36.57% | -36.64% | -28.65% | |
| +6.69% | +10.51%Best in row | +4.67% | |
| 0.82 | 0.86 | 0.80 | |
| 100.3% | 109.9%Best in row | 93.5% | |
| 57.0% | 46.6%Best in row | 58.5% | |
| 1.15% | 0.87%Best in row | 1.00% | |
| ₹696.04Cr | ₹2,051Cr | ₹2,217Cr | |
| 1.00% | Up to 1.00% | — | |
| ₹100 | ₹1.00K | — | |
| ₹1.00K | ₹5.00K | — | |
| 18% | 36% | 44% | |
| Ruchi Fozdar | Alok Singh · 9.6y | — | |
| 03 Jan 2013 | 27 Jul 2016 | — | |
| 53 | 62 | — | |
| 26.0% | 20.3% | — | |
| 1.3% | 6.8% | — | |
2 rows carry the same value for every fund — show
- Benchmark
- Nifty 50
- Lock-in
- None
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 Bank of India Aggressive Hybrid Fund?
Over the last 3 years, Bank of India Aggressive Hybrid Fund returned +18.17% CAGR against JM Aggressive Hybrid Fund's +13.64%, computed from AMFI NAV history. Over 5 years: JM Aggressive Hybrid Fund +12.94% vs Bank of India Aggressive Hybrid Fund +15.02% CAGR. Past returns don't guarantee future performance.
Which fund is cheaper — JM Aggressive Hybrid Fund or Bank of India Aggressive Hybrid Fund?
Bank of India Aggressive Hybrid Fund has the lower expense ratio: JM Aggressive Hybrid Fund charges 1.15% a year against Bank of India 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 Bank of India Aggressive Hybrid Fund?
Bank of India Aggressive Hybrid Fund has shown higher volatility (+14.97% annualized vs JM Aggressive Hybrid Fund's +12.53%), 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 Bank of India Aggressive Hybrid Fund -20.00%.
Which fund manages more money — JM Aggressive Hybrid Fund or Bank of India Aggressive Hybrid Fund?
Bank of India Aggressive Hybrid Fund is the larger fund: JM Aggressive Hybrid Fund manages ₹696.04Cr against Bank of India Aggressive Hybrid Fund's ₹2,051Cr 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 Bank of India 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.