otherVery high risk

JM Financial Services Sector Fund - Growth Plan

A specialised fund. Check the scheme details for what it invests in. From JM Financial Mutual Fund. It's been running since 14 Dec 2006.

Latest price per unit

₹10.0272

▼ 0.64% today

As of 1 Apr 2011 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.11 L

▲ ₹10.9k gain · 10.9% / year

Invested 3 years ago

₹79.1k

▼ ₹20.9k loss · -7.5% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

36.1%

The value swings roughly 36% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-73.82%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year10.91%

CAGR — 3 years-7.53%

CAGR — 5 years—

CAGR — since launch1.19%

Volatility — 1 year (annualised)22.08%

Volatility — 3 years (annualised)36.06%

Max drawdown — 1 year-29.43%

Max drawdown — 3 years-64.57%

Sharpe ratio — 1 year (rf=6%)0.20

Sharpe ratio — 3 years (rf=6%)-0.39

Fund info

Fund house: JM Financial Mutual Fund
Category: Income
Plan: —
Option: Growth
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 104411
First price on record: 14 Dec 2006 · 1,058 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.