Head-to-head
Compare up to 5 funds side-by-side.
Prices normalised to ₹100 at the start of the range. Metrics marked with a highlight the winner per row. Descriptive comparison only — MF Gyan does not recommend one over another.
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
otherDirect
JPMorgan India Tax Advantage Fund - Direct Plan - Dividend Option
3Y ago₹1.58 L
5Y ago—
Every metric, side-by-side
marks the winner per row.
| Metric | JPMorgan India Tax Advantage Fu… |
|---|---|
| Fund house | JPMorgan Mutual Fund |
| Category | Income |
| Plan | Direct |
| Latest NAV | ₹23.561 |
| Assets managed (AUM) | — |
| 1M return | -10.36% |
| 6M return | 2.51% |
| 1Y return | 0.85% |
| 3Y CAGR | 16.42% |
| 5Y CAGR | — |
| Since inception CAGR | 10.28% |
| Bumpiness · 3Y (annualised σ) | 15.01 |
| Worst drop ever | -18.20% |
| Sharpe · 3Y (rf=6%) | 0.61 |