otherHigh risk

JPMorgan India Equity Fund - Regular Plan - Growth Option

A specialised fund. Check the scheme details for what it invests in. From JPMorgan Mutual Fund. It's been running since 15 Jun 2007.

Latest price per unit

₹22.05

▼ 0.78% today

As of 24 Nov 2016 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.01 L

▲ ₹1.3k gain · 1.3% / year

Invested 3 years ago

₹1.55 L

▲ ₹55.0k gain · 15.7% / year

Invested 5 years ago

₹1.90 L

▲ ₹89.9k gain · 13.7% / 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

15.0%

The value swings roughly 15% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-63.50%

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 year1.32%

CAGR — 3 years15.73%

CAGR — 5 years13.68%

CAGR — since launch8.77%

Volatility — 1 year (annualised)14.96%

Volatility — 3 years (annualised)15.02%

Max drawdown — 1 year-13.28%

Max drawdown — 3 years-19.33%

Sharpe ratio — 1 year (rf=6%)-0.31

Sharpe ratio — 3 years (rf=6%)0.57

Fund info

Fund house: JPMorgan Mutual Fund
Category: Income
Plan: Regular
Option: Growth
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 105582
First price on record: 15 Jun 2007 · 2,321 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.