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Head-to-head
Tata Dual Advantage Fund Scheme A-Direct Plan:GrowthvsJPMorgan India Mid and Small Cap Fund - Direct Plan - Growth Option
Side-by-side comparison of Tata Dual Advantage Fund Scheme A-Direct Plan:Growth and JPMorgan India Mid and Small Cap Fund - Direct Plan - Growth Option — returns, bumpiness, category, and AUM. Winners per row are marked with . Descriptive numbers only, no recommendations.
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
other
Tata Dual Advantage Fund Scheme A-Direct Plan:Growth
3Y ago₹1.29 L
5Y ago—
other
JPMorgan India Mid and Small Cap Fund - Direct Plan - Growth Option
3Y ago₹2.30 L
5Y ago—
Normalised price over time
Both funds start at ₹100 at the beginning of the range so shapes are directly comparable.
Normalized: value at the start of the selected range = ₹100
Every metric, side-by-side
marks the winner per row.
| Metric | Tata Dual Advantage Fund Scheme… | JPMorgan India Mid and Small Ca… |
|---|---|---|
| Fund house | Tata Mutual Fund | JPMorgan Mutual Fund |
| Category | Income | Income |
| Latest NAV | ₹13.9216 | ₹20.603 |
| Assets managed (AUM) | — | — |
| 1Y return | -2.74% | 3.82% |
| 3Y CAGR | 8.83% | 32.02% |
| 5Y CAGR | — | — |
| Since inception CAGR | 9.27% | 22.86% |
| Bumpiness · 3Y (annualised σ) | 19.66 | 16.33 |
| Worst drop ever | -19.32% | -21.32% |
| Sharpe · 3Y (rf=6%) | 0.15 | 1.37 |
Explore each fund individually
Tata Dual Advantage Fund Scheme A-Direct Plan:Growth →JPMorgan India Mid and Small Cap Fund - Direct Plan - Growth Option →
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