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My Portfolio:
  • 0.00 0

Plan: OPEN | Option: Growth | Asit Bhandarkar

27 Jun 25 | 12:00 AM

10.30 0.10 (0.96%)

  • Outperforms

    4.02%

    Return (1Y)

    beaten by 1.04%

  • Less Volatile

    1.43%

    Standard Deviation (1Y)

    Lower than by -0.34%

  • Consistent

    7/12

    Months

    Has beaten

  • Value research rating

    Not Rated
JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9JM Small Cap Fund - Regular (G)

Critical Parameters

Everyone of us wants to create wealth by investing in top funds. Have a look at the key parameters that you need to check before deciding to invest in a mutual fund.

Returns

In last 1 year JM Small Cap Fund - Regular (G), has Beaten its benchmark, by 1.04% (CAGR difference)

4.02%

Outperforms

This is +ve Alpha
Performance Chart for Rs

Invested in
JavaScript chart by amCharts 3.20.92.802.903.003.103.203.303.403.503.603.703.803.904.004.104.20
JavaScript chart by amCharts 3.20.9JM Small Cap Fund - Regular (G) null

Risk

In last 1 year , the volatility of JM Small Cap Fund - Regular (G),is Lower than its benchmark, by -0.34%

1.43%

Less Volatile

Risk Meter

JavaScript chart by amCharts 3.20.91.401.451.501.551.601.651.701.751.80
JavaScript chart by amCharts 3.20.9JM Small Cap Fund - Regular (G) null

Peer Comparison on Risk - Return

Consistency

For 7 out of Last 12 Months, i.e 58.33% of the times It has beaten its benchmark,

Consistency Meter

JavaScript chart by amCharts 3.20.9
JavaScript chart by amCharts 3.20.9ConsistentInconsistent
JavaScript chart by amCharts 3.20.9Monthly Return Comparisonundefinedundefinedundefinedundefinedundefinedundefinedundefinedundefinedundefinedundefinedundefinedundefined-20-10010
JavaScript chart by amCharts 3.20.9JM Small Cap Fund - Regular (G)
JavaScript chart by amCharts 3.20.9Monthly Alphaundefinedundefinedundefinedundefinedundefinedundefinedundefinedundefinedundefinedundefinedundefinedundefined-4-2024
JavaScript chart by amCharts 3.20.9-ve Alpha (%)+ve Alpha (%)

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