otherHigh risk

JPMorgan India Equity Fund - Regular Plan - Dividend 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

₹14.067

▼ 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

₹85.5k

▼ ₹14.5k loss · -14.5% / year

Invested 3 years ago

₹1.07 L

▲ ₹6.6k gain · 2.1% / year

Invested 5 years ago

₹1.30 L

▲ ₹30.5k gain · 5.5% / 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

16.7%

The value swings roughly 17% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-65.26%

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-14.50%

CAGR — 3 years2.14%

CAGR — 5 years5.46%

CAGR — since launch3.72%

Volatility — 1 year (annualised)15.60%

Volatility — 3 years (annualised)16.66%

Max drawdown — 1 year-16.57%

Max drawdown — 3 years-33.12%

Sharpe ratio — 1 year (rf=6%)-1.42

Sharpe ratio — 3 years (rf=6%)-0.26

Fund info

Fund house: JPMorgan Mutual Fund
Category: Income
Plan: Regular
Option: Dividend
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 105583
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.