otherVery high risk

JM Telecom Sector Fund - Dividend 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

₹7.3838

▲ 0.15% 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

₹94.9k

▼ ₹5.1k loss · -5.1% / year

Invested 3 years ago

₹68.2k

▼ ₹31.8k loss · -12.0% / 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

37.6%

The value swings roughly 38% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-70.24%

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 year-5.10%

CAGR — 3 years-11.98%

CAGR — 5 years—

CAGR — since launch-7.35%

Volatility — 1 year (annualised)23.99%

Volatility — 3 years (annualised)37.61%

Max drawdown — 1 year-22.97%

Max drawdown — 3 years-61.90%

Sharpe ratio — 1 year (rf=6%)-0.47

Sharpe ratio — 3 years (rf=6%)-0.51

Fund info

Fund house: JM Financial Mutual Fund
Category: Income
Plan: —
Option: Dividend
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 104414
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.