otherModerate risk

JPMorgan India Balanced Advantage 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 10 Apr 2015.

Latest price per unit

₹10.2681

▼ 0.30% 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

₹1.07 L

▲ ₹6.8k gain · 6.8% / 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

9.5%

The value swings roughly 10% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-10.63%

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 year6.84%

CAGR — 3 years—

CAGR — 5 years—

CAGR — since launch1.69%

Volatility — 1 year (annualised)9.06%

Volatility — 3 years (annualised)9.52%

Max drawdown — 1 year-8.11%

Max drawdown — 3 years-10.63%

Sharpe ratio — 1 year (rf=6%)0.09

Sharpe ratio — 3 years (rf=6%)-0.45

Fund info

Fund house: JPMorgan Mutual Fund
Category: Income
Plan: Direct
Option: Growth
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 134150
First price on record: 10 Apr 2015 · 400 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.