MF ExpertFund research

Compare funds

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

Clear
JM Value Fund - Direct Plan - Growth Option
Side-by-side metrics
Metric#120486
SchemeJM Value Fund - Direct Plan - Growth Option
HouseJM Financial Mutual Fund
CategoryEquity Schemes - Value Fund
Latest NAV₹110.6682
1M return2.85%
3M return7.93%
6M return5.99%
1Y return3.01%
3Y CAGR13.03%
5Y CAGR15.68%
Inception CAGR15.96%
σ 1Y (annualized)16.49%
σ 3Y (annualized)17.24%
Max drawdown (all)-37.93%
Sharpe 1Y (rf=6%)-0.18
Sharpe 3Y (rf=6%)0.38