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NAVs as of 20 Aug 2026

Axis Aggressive Hybrid FundDirect · IDCWBank of India Mid & Small Cap Equity & Debt FundDirect · IDCWJM Aggressive Hybrid FundDirect · IDCWJM Aggressive Hybrid FundDirect · IDCW4 of 4 funds

Comparing the maximum of 4. Replace which fund?

Growth of ₹100 (rebased over the selected window)

Log scaleBenchmark

Common period 16 Aug 2018 – 20 Aug 2026, limited by Axis 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.

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Growth of ₹100, sampled across the common period
Date	Axis Aggressive Hybrid Fund	Bank of India Mid & Small Cap Equity & Debt Fund	JM Aggressive Hybrid Fund	JM Aggressive Hybrid Fund	Nifty 50	Nifty Smallcap 250
16 Aug 2018	₹100.00	₹100.00	₹100.00	₹100.00	₹100.00	₹100.00
17 Apr 2019	₹103.10	₹92.79	₹102.83	₹102.72	₹103.53	₹92.89
17 Dec 2019	₹114.39	₹85.10	₹91.70	₹91.61	₹106.85	₹79.60
17 Aug 2020	₹111.49	₹91.68	₹100.09	₹99.98	₹98.79	₹78.95
17 Apr 2021	₹132.37	₹126.78	₹128.44	₹128.32	₹128.40	₹118.05
17 Dec 2021	₹155.84	₹159.35	₹147.93	₹147.78	₹149.19	₹159.92
18 Aug 2022	₹146.05	₹152.77	₹155.43	₹155.27	₹157.72	₹153.59
19 Apr 2023	₹129.97	₹157.92	₹161.94	₹161.77	₹154.75	₹153.32
19 Dec 2023	₹146.65	₹214.03	₹220.24	₹220.01	₹188.43	₹233.41
19 Aug 2024	₹161.84	₹271.08	₹293.68	₹293.38	₹215.83	₹296.40
19 Apr 2025	₹151.85	₹246.99	₹268.86	₹268.58	₹209.50	₹259.68
19 Dec 2025	₹157.04	₹266.48	₹282.17	₹281.88	₹228.07	₹275.74
20 Aug 2026	₹149.85	₹292.31	₹290.34	₹290.04	₹212.84	₹308.19

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 →

Percentage of each pair of funds' equity books held in the same stocks. Select a cell to list that pair's shared holdings below.
Overlap	Axis Aggressive Hybrid Fund	Bank of India Mid & Small Cap Equity & Debt Fund	JM Aggressive Hybrid Fund	JM Aggressive Hybrid Fund
Axis Aggressive Hybrid Fund	·
Bank of India Mid & Small Cap Equity & Debt Fund	·	·
JM Aggressive Hybrid Fund	·	·	·
JM Aggressive Hybrid Fund	·	·	·	·

0% → 60%+ sharedSelect a cell to list that pair's shared stocks.

JM Aggressive Hybrid Fund and JM Aggressive Hybrid Fund duplicate 100% of their equity book — holding both adds concentration, not diversification.

Shared holdings — JM Aggressive Hybrid Fund vs JM Aggressive Hybrid Fund

Stocks held by both JM Aggressive Hybrid Fund and JM Aggressive Hybrid Fund, with each fund's weight and the weight they share.
Stock	JM Aggressive Hybrid Fund	JM Aggressive Hybrid Fund
Multi Commodity Exchange Of India Ltd	4.44%	4.44%	4.44%
Bharti Airtel Ltd	4.39%	4.39%	4.39%
Bajaj Finance Ltd	4.19%	4.19%	4.19%
One 97 Communications Ltd	3.43%	3.43%	3.43%
Reliance Industries Ltd	3.29%	3.29%	3.29%
Coforge Ltd	3.25%	3.25%	3.25%
Apollo Hospitals Enterprise Ltd	3.10%	3.10%	3.10%
HDFC Bank Ltd	3.05%	3.05%	3.05%
Zomato Ltd	3.04%	3.04%	3.04%
Larsen & Toubro Ltd	2.86%	2.86%	2.86%
Ujjivan Small Finance Bank Ltd	2.73%	2.73%	2.73%
NTPC Ltd	2.73%	2.73%	2.73%
ICICI Bank Ltd	2.65%	2.65%	2.65%
Kotak Mahindra Bank Ltd	2.55%	2.55%	2.55%
Metropolis Healthcare Ltd	2.43%	2.43%	2.43%

32 more stocks in common. 47 shared of 47 / 47 positions. Weights are shown as a share of each fund's equity book.

Axis Aggressive Hybrid Fund, Bank of India Mid & Small Cap Equity & Debt Fund, JM Aggressive Hybrid Fund, JM Aggressive Hybrid Fund compared on return, risk, benchmark-relative, cost and portfolio metrics, against the Aggressive Hybrid Fund median.
Metric	Axis Aggressive Hybrid Fund Axis · Direct · IDCW NAV ₹15.00 High risk ★★☆☆☆	Bank of India Mid & Small Cap Equity & Debt Fund Bank of India · Direct · IDCW NAV ₹36.89 High risk ★★★★☆	JM Aggressive Hybrid Fund JM Financial · Direct · IDCW NAV ₹102.15 High risk ★★★★☆	JM Aggressive Hybrid Fund JM Financial · Direct · IDCW NAV ₹78.27 High risk ★★★☆☆	Category median Aggressive Hybrid Fund · 46 funds

	-3.97%	+9.05%Best in row	+3.25%	+3.25%	-0.13%
	+2.74%	+17.10%Best in row	+15.05%	+15.05%	+8.71%
	+0.08%	+14.95%	+15.01%	+15.00%	+9.07%
	—	+13.46%Best in row	+13.27%	+10.48%	+6.41%
	+5.18%	+13.70%Best in row	+12.22%	+11.42%	+8.71%
	+0.60%	+15.18%Best in row	+13.88%	+13.88%	—

	+6.38%	+15.75%Best in row	+14.73%	+12.01%	+9.75%
	+6.19%	+17.03%Best in row	+14.66%	+10.57%	+10.21%
	—	+13.46%	+13.48%	+10.98%	+7.64%
Risk
	11.06%Best in row	15.08%	12.53%	12.53%	11.39%
	-0.34	0.70	0.68	0.68	0.19
	-0.44	0.94	0.94	0.94	0.26
	-28.01%Best in row	-40.22%	-36.57%	-48.64%	-30.66%

	Nifty 50	Nifty Smallcap 250	Nifty 50	Nifty 50	—
	-5.02%	+2.76%	+5.89%	+5.89%	+0.53%
	0.74	0.70	0.82	0.82	0.79
	64.6%	73.0%	99.2%	99.2%	83.6%
	83.8%	53.2%Best in row	59.7%	59.7%	66.2%

	1.17%	0.89%Best in row	1.16%	1.16%	1.10%
	₹1,442Cr	—	₹696.04Cr	₹696.04Cr	₹701.99Cr
	Up to 1.00%	—	1.00%	1.00%	—
	₹100	₹1.00K	₹100	₹100	—
	₹500	₹5.00K	₹1.00K	₹1.00K	—
	25%	36%	18%	18%	37%
	Devang Shah	Alok Singh · 9.5y	Ruchi Fozdar	Ruchi Fozdar	—
	16 Aug 2018	27 Jul 2016	23 Dec 2014	03 Jan 2013	—

	92	68	47	47	—
	31.6%	20.4%	26.5%	26.5%	—
	0.9%	3.0%	1.4%	1.4%	—

1 row carries the same value for every fund — show

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.