otherVery high risk
JM Small & Mid-cap Fund - Regular Plan - Growth option
A specialised fund. Check the scheme details for what it invests in. From JM Financial Mutual Fund. It's been running since 3 May 2007.
Latest price per unit
₹4.8651
▲ 0.42% today
As of 1 Apr 2011 · updated once each business day
What ₹1 lakh would have become
Based on past returnsInvested 1 year ago
₹84.7k
▼ ₹15.3k loss · -15.3% / year
Invested 3 years ago
₹43.1k
▼ ₹56.9k loss · -24.5% / 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
33.1%
The value swings roughly 33% up or down in a typical year. Finance-speak calls this volatility.
Worst drop ever
-87.42%
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-15.29%
CAGR — 3 years-24.46%
CAGR — 5 years—
CAGR — since launch-17.01%
Volatility — 1 year (annualised)19.06%
Volatility — 3 years (annualised)33.14%
Max drawdown — 1 year-32.92%
Max drawdown — 3 years-82.28%
Sharpe ratio — 1 year (rf=6%)-1.18
Sharpe ratio — 3 years (rf=6%)-1.05
Fund info
- Fund house
- JM Financial Mutual Fund
- Category
- Income
- Plan
- Regular
- Option
- Growth
- ISIN (Growth)
- —
- ISIN (Div re-invest)
- —
- Fund code
- 105038
- First price on record
- 3 May 2007 · 967 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.