otherLow risk

JPMorgan India Active Bond Fund - Institutional Plan - Dividend Option

A specialised fund. Check the scheme details for what it invests in. From JPMorgan Mutual Fund. It's been running since 30 Jun 2008.

Latest price per unit

₹14.8473

▲ 0.36% 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

₹1.12 L

▲ ₹11.8k gain · 11.8% / year

Invested 3 years ago

₹1.39 L

▲ ₹39.3k gain · 11.7% / year

Invested 5 years ago

₹1.32 L

▲ ₹32.3k gain · 5.8% / 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

2.0%

The value swings roughly 2% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-15.30%

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 year11.81%

CAGR — 3 years11.69%

CAGR — 5 years5.75%

CAGR — since launch4.80%

Volatility — 1 year (annualised)1.71%

Volatility — 3 years (annualised)1.97%

Max drawdown — 1 year-0.83%

Max drawdown — 3 years-1.03%

Sharpe ratio — 1 year (rf=6%)3.36

Sharpe ratio — 3 years (rf=6%)2.87

Fund info

Fund house: JPMorgan Mutual Fund
Category: Income
Plan: —
Option: Dividend
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 109183
First price on record: 30 Jun 2008 · 1,355 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.