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JM Equity Tax Saver Fund - Series I - Dividend Plan
Side-by-side metrics
Metric#104639
SchemeJM Equity Tax Saver Fund - Series I - Dividend Plan
HouseJM Financial Mutual Fund
CategoryIncome
Latest NAV₹7.0276
1M return4.01%
3M return-2.88%
6M return-3.07%
1Y return70.95%
3Y CAGR
5Y CAGR
Inception CAGR-12.70%
σ 1Y (annualized)29.62%
σ 3Y (annualized)34.37%
Max drawdown (all)-78.88%
Sharpe 1Y (rf=6%)1.82
Sharpe 3Y (rf=6%)-0.63