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
SBI Benchmark Gsec Fund - Direct Plan- Growth Option
3Y ago—
5Y ago—
otherDirect
JPMorgan India Mid and Small Cap Fund - Direct Plan - Growth Option
3Y ago₹2.30 L
5Y ago—

Normalised price over time

Each fund starts at ₹100 at the beginning of the range so shapes are directly comparable.

Normalized: value at the start of the selected range = ₹100

Every metric, side-by-side

marks the winner per row.

MetricSBI Benchmark Gsec Fund - Direc…JPMorgan India Mid and Small Ca…
Fund houseSBI Mutual FundJPMorgan Mutual Fund
CategoryIncomeIncome
PlanDirectDirect
Latest NAV₹1,496.597₹20.603
Assets managed (AUM)——
1M return-0.30%-11.40%
6M return4.10%7.23%
1Y return8.37%3.82%
3Y CAGR—32.02%
5Y CAGR——
Since inception CAGR11.09%22.86%
Bumpiness · 3Y (annualised σ)3.6016.33
Worst drop ever-1.61%-21.32%
Sharpe · 3Y (rf=6%)1.401.37