MF ExpertFund research

Compare funds

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

Clear
JM Small & Mid-cap Fund - Institutional Plan - Dividend option
Side-by-side metrics
Metric#105076
SchemeJM Small & Mid-cap Fund - Institutional Plan - Dividend option
HouseJM Financial Mutual Fund
CategoryIncome
Latest NAV₹10.00
1M return0.00%
3M return-16.11%
6M return-4.38%
1Y return
3Y CAGR
5Y CAGR
Inception CAGR-1.66%
σ 1Y (annualized)26.96%
σ 3Y (annualized)26.96%
Max drawdown (all)-16.36%
Sharpe 1Y (rf=6%)-0.28
Sharpe 3Y (rf=6%)-0.28