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.
sectorDirect
JM Value Fund - Direct Plan - IDCW Option
3Y ago₹1.44 L
5Y ago₹2.07 L
Every metric, side-by-side
marks the winner per row.
| Metric | JM Value Fund - Direct Plan - I… |
|---|---|
| Fund house | JM Financial Mutual Fund |
| Category | Equity Schemes - Value Fund |
| Plan | Direct |
| Latest NAV | ₹75.4026 |
| Assets managed (AUM) | — |
| 1M return | 2.85% |
| 6M return | 5.99% |
| 1Y return | 3.01% |
| 3Y CAGR | 13.03% |
| 5Y CAGR | 15.68% |
| Since inception CAGR | 15.75% |
| Bumpiness · 3Y (annualised σ) | 17.24 |
| Worst drop ever | -37.93% |
| Sharpe · 3Y (rf=6%) | 0.38 |