MF ExpertFund research

Compare funds

Overlay up to 5 funds. NAV values normalized to ₹100 at start of range.

Clear
JM Value Fund - Regular Plan - Growth Option
Side-by-side metrics
Metric#100254
SchemeJM Value Fund - Regular Plan - Growth Option
HouseJM Financial Mutual Fund
CategoryEquity Schemes - Value Fund
Latest NAV₹98.3702
1M return6.33%
3M return6.40%
6M return6.60%
1Y return4.00%
3Y CAGR13.09%
5Y CAGR15.47%
Inception CAGR8.82%
σ 1Y (annualized)16.50%
σ 3Y (annualized)17.23%
Max drawdown (all)-83.04%
Sharpe 1Y (rf=6%)-0.12
Sharpe 3Y (rf=6%)0.38