Fund Name | Category Rank | Fund Category | Analysis | 1Y Return | 3Y Return | Max Drawdown | VaR 1Y 95% | Sharpe Ratio | Sortino Ratio | Hurst Index |
---|---|---|---|---|---|---|---|---|---|---|
Jm Equity Hybrid Fund |
8.0 | Aggressive Hybrid Fund | The Jm Equity Hybrid Fund is a Aggressive Hybrid Fund. In the Aggressive Hybrid Fund category there are 26<sup>th</sup> funds. The fund has 16<sup>th</sup> KPIs that are in top quartile. The fund has 73% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has third KPIs that are in bottom quartile. The fund has 14% of the KPIs that are in bottom quartile. | 50.25% | 21.78% | -10.03% | -10.38% | 1.27 | 0.81 | 0.44 |
Jm Arbitrage Fund |
16.0 | Arbitrage Fund | The Jm Arbitrage Fund is a Arbitrage Fund. In the Arbitrage Fund category there are 23<sup>rd</sup> funds. The fund does not have any KPI that are top quartile. The fund has eighth KPIs that are in bottom quartile. The fund has 80% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. | 7.25% | 4.99% | 0.00% | 0.00% | -4.19 | -0.78 | 0.37 |
Jm Dynamic Bond Fund |
8.0 | Dynamic Bond Fund | The Jm Dynamic Bond Fund is a Dynamic Bond. In the Dynamic Bond category there are 21 <sup>st</sup> funds. The fund has seventh KPIs that are in top quartile. The fund has 32% of the KPIs that are in top quartile. The fund has eighth KPIs that are in bottom quartile. The fund has 36% of the KPIs that are in bottom quartile. | 7.11% | 5.18% | -0.93% | -0.59% | -1.91 | -0.53 | 0.42 |
Jm Tax Gain Fund |
17.0 | ELSS (Tax Saving) Fund | The Jm Tax Gain Fund is a ELSS. In the ELSS category there are 35 funds. The fund has fifth KPIs that are in top quartile. The fund has 23% of the KPIs that are in top quartile. The fund has fifth KPIs that are in bottom quartile. The fund has 23% of the KPIs that are in bottom quartile. | 46.22% | 20.12% | -14.82% | -13.70% | 1.12 | 0.68 | 0.42 |
Jm Large Cap Fund |
6.0 | Large Cap Fund | The Jm Large Cap Fund is a Large Cap Fund. In the Large Cap Fund category there are 29<sup>th</sup> funds. The fund has 16<sup>th</sup> KPIs that are in top quartile. The fund has 73% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has first performance parameter that is in bottom quartile. | 47.33% | 19.82% | -10.73% | -11.47% | 0.92 | 0.49 | 0.38 |
Jm Liquid Fund |
18.0 | Liquid Fund | The Jm Liquid Fund is a Liquid Fund. In the Liquid Fund category there are 27<sup>th</sup> funds. The fund has seventh KPIs that are in top quartile. The fund has 32% of the KPIs that are in top quartile. The fund has fifth KPIs that are in bottom quartile. The fund has 23% of the KPIs that are in bottom quartile. | 7.15% | 5.36% | 0.00% | 0.00% | -4.82 | -0.82 | 0.31 |
Jm Low Duration Fund |
13.0 | Low Duration Fund | The Jm Low Duration Fund is a Low Duration Fund. In the Low Duration Fund category there are 19<sup>th</sup> funds. The fund has fifth KPIs that are in top quartile. The fund has 24% of the KPIs that are in top quartile. The fund has tenth KPIs that are in bottom quartile. The fund has 48% of the KPIs that are in bottom quartile. | 6.88% | 5.01% | -0.04% | 0.00% | -4.48 | -0.80 | 0.42 |
Jm Medium To Long Duration Fund |
11.0 | Medium to Long Duration Fund | The Jm Medium To Long Duration Fund is a Medium to Long Duration Fund. In the Medium to Long Duration Fund category there are 13<sup>th</sup> funds. The fund does not have any KPI that are top quartile. The fund has 13<sup>th</sup> KPIs that are in bottom quartile. The fund has 59% of the KPIs that are in bottom quartile. The fund has over 50% KPIs in bottom quartile which shows the fund has performed poorly. | 7.24% | 4.25% | -2.75% | -4.20% | -1.55 | -0.45 | 0.40 |
Jm Overnight Fund |
10.0 | Overnight Fund | The Jm Overnight Fund is a Overnight Fund. In the Overnight Fund category there are 24<sup>th</sup> funds. The fund has third KPIs that are in top quartile. The fund has 15% of the KPIs that are in top quartile. The fund has sixth KPIs that are in bottom quartile. The fund has 30% of the KPIs that are in bottom quartile. | 6.66% | 5.06% | 0.00% | 0.00% | -5.74 | -0.86 | 0.31 |
Jm Value Fund |
3.0 | Value Fund | The Jm Value Fund is a Value Fund. In the Value Fund category there are 16<sup>th</sup> funds. The fund has 11<sup>th</sup> KPIs that are in top quartile. The fund has 50% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has second KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. | 59.51% | 26.43% | -12.74% | -12.84% | 1.58 | 1.05 | 0.42 |
Jm Flexicap Fund |
1.0 | Flexi Cap Fund | The Jm Flexicap Fund is a Flexi Cap Fund. In the Flexi Cap Fund category there are 28<sup>th</sup> funds. The fund has 18<sup>th</sup> KPIs that are in top quartile. The fund has 82% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has first performance parameter that is in bottom quartile. | 59.50% | 25.74% | -8.82% | -9.71% | 1.42 | 1.05 | 0.43 |
Jm Focused Fund |
6.0 | Focussed Fund | The Jm Focused Fund is a Focussed Fund. In the Focussed Fund category there are 24<sup>th</sup> funds. The fund has ninth KPIs that are in top quartile. The fund has 41% of the KPIs that are in top quartile. The fund has third KPIs that are in bottom quartile. The fund has 14% of the KPIs that are in bottom quartile. | 51.28% | 20.33% | -13.36% | -15.24% | 1.02 | 0.59 | 0.44 |
Fund Name | Fund Category | Fund Type | Fund Launch Date |
---|---|---|---|
Jm Equity Hybrid Fund | Aggressive Hybrid Fund |
Open Ended |
01-Apr-1995 |
Jm Arbitrage Fund | Arbitrage Fund |
Open Ended |
01-Jun-2006 |
Jm Dynamic Bond Fund | Dynamic Bond |
Open Ended |
23-Jun-2003 |
Jm Tax Gain Fund | ELSS (Tax Saving) Fund |
Open Ended |
24-Dec-2007 |
Jm G Sec Fund | Gilt Fund |
Open Ended |
29-Sep-1992 |
Jm Large Cap Fund | Large Cap Fund |
Open Ended |
01-Apr-1995 |
Jm Liquid Fund | Liquid Fund |
Open Ended |
23-Dec-1997 |
Jm Low Duration Fund | Low Duration Fund |
Open Ended |
25-Sep-2006 |
Jm Medium To Long Duration Fund | Medium to Long Duration Fund |
Open Ended |
01-Jan-2013 |
Jm Money Market Fund | Money Market Fund |
Open Ended |
25-Sep-2006 |
Jm Overnight Fund | Overnight Fund |
Open Ended |
03-Dec-2019 |
Jm Short Term Fund | Short Duration Fund |
Open Ended |
18-Jun-2002 |
Jm Ultra Short Duration Fund | Ultra Short Duration Fund |
Open Ended |
25-Sep-2006 |
Jm Value Fund | Value Fund |
Open Ended |
25-Mar-1997 |
Jm Flexicap Fund | Flexi Cap Fund |
Open Ended |
23-Sep-2008 |
Jm Focused Fund | Focussed Fund |
Open Ended |
14-Jan-2008 |
Amc Name | Started On | Address | Phone Number | Website |
---|---|---|---|---|
JM Financial Mutual Fund | None | Office B, 8th Floor, Cnergy |
022-6198-7777 None |
JM Financial Mutual Fund |