otherModerate risk

JPMorgan India Short Term Income Fund - Regular Plan - Monthly Dividend Option

A specialised fund. Check the scheme details for what it invests in. From JPMorgan Mutual Fund. It's been running since 26 Mar 2010.

Latest price per unit

₹9.292

▲ 0.02% 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

₹1.08 L

▲ ₹7.6k gain · 7.6% / year

Invested 3 years ago

₹92.0k

▼ ₹8.0k loss · -2.8% / year

Invested 5 years ago

₹91.8k

▼ ₹8.2k loss · -1.7% / 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

8.9%

The value swings roughly 9% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-16.77%

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 year7.64%

CAGR — 3 years-2.75%

CAGR — 5 years-1.69%

CAGR — since launch-1.10%

Volatility — 1 year (annualised)0.56%

Volatility — 3 years (annualised)8.92%

Max drawdown — 1 year-0.14%

Max drawdown — 3 years-16.77%

Sharpe ratio — 1 year (rf=6%)3.11

Sharpe ratio — 3 years (rf=6%)-1.01

Fund info

Fund house: JPMorgan Mutual Fund
Category: Income
Plan: Regular
Option: Dividend
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 112789
First price on record: 26 Mar 2010 · 1,605 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.