MF Gyan
otherLow risk14 years oldAccelerating recently (last 6m ≈ 17% p.a.)

JPMorgan India Active Bond Fund - Direct Plan - Growth Option

A specialised fund. Check the scheme details for what it invests in. From JPMorgan Mutual Fund. It's been running since 7 Jan 2013.

Latest price per unit
₹18.1777
▲ 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
▲ ₹39.5k gain · 11.7% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

SIP simulator

Play with a monthly investment

Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.

₹5.0k
Looking back · real
You would have invested₹1.80 L
Value today₹2.13 L
Gain / loss+₹33.4k
XIRR (annualised)11.51%
Looking forward · hypothetical
You would invest₹1.80 L
Would become*₹2.16 L
Projected gain*+₹35.8k
*at this fund's historical rate of 11.51% per year. Actual future returns can be different — sometimes very different.
Value Cumulative invested
Reality check. The backward SIP is real math on real past NAVs. The forward projection assumes the fund keeps up its historical rate — which rarely happens exactly. Past performance is not a promise. MF Gyan does not recommend any specific investment.
How it compares to peers

Vs 500 other funds in Income

Same plan
1-year return
11.85%median 4.48% (+7.36%)
Rank #63 of 501Beats 86% of peers
3-year return
11.72%median 6.00% (+5.73%)
Rank #32 of 501Beats 85% of peers
Bumpiness (3Y)
1.97%median 5.00% (-3.02%)
Rank #142 of 501Less risky than 71% of peers
Worst-ever drop
-8.32%median -6.75% (-1.56%)
Rank #224 of 501Less risky than 55% of peers

Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.

Year by year

Calendar-year returns. 4 of last 4 years were positive.

+4%
2013
+14%
2014
+8%
2015
+12%
2016
Best year
2014 · 13.73%
Worst year
2013 · 4.06%

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
-8.32%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Similar funds you might want to look at

Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.

Head-to-head comparisons

Side-by-side comparisons of JPMorgan India Active Bond Fund - Direct Plan - Growth Option against other other funds.

Technical details (for the pros)
CAGR — 1 year11.85%
CAGR — 3 years11.72%
CAGR — 5 years—
CAGR — since launch9.62%
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%)3.38
Sharpe ratio — 3 years (rf=6%)2.88

Fund info

Fund house
JPMorgan Mutual Fund
Category
Income
Plan
Direct
Option
Growth
ISIN (Growth)
—
ISIN (Div re-invest)
—
Fund code
119883
First price on record
7 Jan 2013 · 931 daily prices

About JPMorgan India Active Bond Fund - Direct Plan - Growth Option

JPMorgan India Active Bond Fund - Direct Plan - Growth Option is a Income offered by JPMorgan Mutual Fund under the Direct plan with the Growth option. It has approximately 14 years of NAV track record. The fund falls in the other category — A specialised fund. Check the scheme details for what it invests in.

The current NAV of JPMorgan India Active Bond Fund - Direct Plan - Growth Option is ₹18.1777 (as of 24 Nov 2016). Historically, it has delivered 11.87% over the last year, 11.72% CAGR over 3 years. Returns are historical and don't predict future performance.

Over the last three years, the fund's prices have moved with 2.0% annualised volatility — a "low" level of bumpiness; its deepest peak-to-trough fall on record was 8.3%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.

Frequently asked

What is the latest NAV of JPMorgan India Active Bond Fund - Direct Plan - Growth Option?+

The latest NAV of JPMorgan India Active Bond Fund - Direct Plan - Growth Option is ₹18.1777 as of 24 Nov 2016, up 0.36% from the previous day. NAV is updated once a business day after the market close.

What are the returns of JPMorgan India Active Bond Fund - Direct Plan - Growth Option?+

JPMorgan India Active Bond Fund - Direct Plan - Growth Option has delivered 1-year return 11.87%, 3-year CAGR 11.72%, since-inception CAGR 9.62%. Returns are historical and don't predict future performance — markets move in cycles.

What category does JPMorgan India Active Bond Fund - Direct Plan - Growth Option belong to?+

JPMorgan India Active Bond Fund - Direct Plan - Growth Option is categorised as Income. A specialised fund. Check the scheme details for what it invests in.

How risky is JPMorgan India Active Bond Fund - Direct Plan - Growth Option?+

Based on its 3-year annualised volatility of 2.0%, JPMorgan India Active Bond Fund - Direct Plan - Growth Option sits in the "low" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.

Is JPMorgan India Active Bond Fund - Direct Plan - Growth Option a direct plan?+

JPMorgan India Active Bond Fund - Direct Plan - Growth Option is a Direct plan (no distributor commission — lower expense ratio) with the Growth option (all returns compound within the fund, no interim payouts).

How old is JPMorgan India Active Bond Fund - Direct Plan - Growth Option?+

JPMorgan India Active Bond Fund - Direct Plan - Growth Option has NAV history available from 7 Jan 2013 — approximately 14 years of track record and 931 daily NAV observations.

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.