MF Gyan
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 - Growth Option
3Y ago₹1.62 L
5Y ago—

Every metric, side-by-side

marks the winner per row.

MetricJPMorgan India Tax Advantage Fu…
Fund houseJPMorgan Mutual Fund
CategoryIncome
PlanDirect
Latest NAV₹31.51
Assets managed (AUM)—
1M return-10.33%
6M return2.74%
1Y return1.31%
3Y CAGR17.47%
5Y CAGR—
Since inception CAGR12.63%
Bumpiness · 3Y (annualised σ)14.98
Worst drop ever-17.92%
Sharpe · 3Y (rf=6%)0.67