MF Gyan
otherHigh risk14 years old

JPMorgan India Hybrid Fund - Series 2 - 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 3 Apr 2013.

Latest price per unit
₹13.5635
▲ 0.02% today
As of 15 Jan 2016 · updated once each business day

What ₹1 lakh would have become

Based on past returns
Invested 1 year ago
₹94.6k
▼ ₹5.4k loss · -5.4% / 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₹60.0k
Value today₹57.8k
Gain / loss-₹2.2k
XIRR (annualised)-7.16%
Looking forward · hypothetical
You would invest₹60.0k
Would become*₹57.7k
Projected gain*+-₹2.3k
*at this fund's historical rate of -7.16% 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
-5.40%median 4.49% (-9.89%)
Rank #392 of 501Beats 10% of peers
Bumpiness (3Y)
19.39%median 5.00% (+14.40%)
Rank #468 of 501Less risky than 5% of peers
Worst-ever drop
-13.36%median -6.85% (-6.51%)
Rank #159 of 501Less risky than 68% 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. 3 of last 4 years were positive.

+10%
2013
+24%
2014
-4%
2015
+0%
2016
Best year
2014 · 23.75%
Worst year
2015 · -3.55%

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness
19.4%

The value swings roughly 19% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-13.36%

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 Hybrid Fund - Series 2 - Direct Plan - Growth Option against other other funds.

Technical details (for the pros)
CAGR — 1 year-5.40%
CAGR — 3 years—
CAGR — 5 years—
CAGR — since launch11.41%
Volatility — 1 year (annualised)13.40%
Volatility — 3 years (annualised)19.39%
Max drawdown — 1 year-13.36%
Max drawdown — 3 years-13.36%
Sharpe ratio — 1 year (rf=6%)-0.88
Sharpe ratio — 3 years (rf=6%)0.28

Fund info

Fund house
JPMorgan Mutual Fund
Category
Income
Plan
Direct
Option
Growth
ISIN (Growth)
—
ISIN (Div re-invest)
—
Fund code
121635
First price on record
3 Apr 2013 · 669 daily prices

About JPMorgan India Hybrid Fund - Series 2 - Direct Plan - Growth Option

JPMorgan India Hybrid Fund - Series 2 - 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 Hybrid Fund - Series 2 - Direct Plan - Growth Option is ₹13.5635 (as of 15 Jan 2016). Historically, it has delivered -5.40% over the last year. Returns are historical and don't predict future performance.

Over the last three years, the fund's prices have moved with 19.4% annualised volatility — a "high" level of bumpiness; its deepest peak-to-trough fall on record was 13.4%. 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 Hybrid Fund - Series 2 - Direct Plan - Growth Option?+

The latest NAV of JPMorgan India Hybrid Fund - Series 2 - Direct Plan - Growth Option is ₹13.5635 as of 15 Jan 2016, up 0.02% from the previous day. NAV is updated once a business day after the market close.

What are the returns of JPMorgan India Hybrid Fund - Series 2 - Direct Plan - Growth Option?+

JPMorgan India Hybrid Fund - Series 2 - Direct Plan - Growth Option has delivered 1-year return -5.40%, since-inception CAGR 11.41%. Returns are historical and don't predict future performance — markets move in cycles.

What category does JPMorgan India Hybrid Fund - Series 2 - Direct Plan - Growth Option belong to?+

JPMorgan India Hybrid Fund - Series 2 - 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 Hybrid Fund - Series 2 - Direct Plan - Growth Option?+

Based on its 3-year annualised volatility of 19.4%, JPMorgan India Hybrid Fund - Series 2 - Direct Plan - Growth Option sits in the "high" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.

Is JPMorgan India Hybrid Fund - Series 2 - Direct Plan - Growth Option a direct plan?+

JPMorgan India Hybrid Fund - Series 2 - 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 Hybrid Fund - Series 2 - Direct Plan - Growth Option?+

JPMorgan India Hybrid Fund - Series 2 - Direct Plan - Growth Option has NAV history available from 3 Apr 2013 — approximately 14 years of track record and 669 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.