Jm Value Fund

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Fund Name NAV Date NAV Rupee Change Percent Change
JM Value Fund (Regular) - IDCW 27/Sep/2023 49.1149
0.3273
0.6709%
JM Value Fund (Direct) - IDCW 27/Sep/2023 52.639
0.3519
0.6730%
JM Value Fund (Regular) - Growth Option 27/Sep/2023 70.3367
0.4688
0.6710%
JM Value Fund (Direct) - Growth Option 27/Sep/2023 77.2564
0.5164
0.6729%

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

Fund Performance Analysis

Jm Value Fund Analysis

Bmsmoney Value Fund Category Rank: 4

Jm Value Fund Performance Snapshot (Regular Plan)

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KPIs* Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
1M Return %
3.82
3.27
Yes
No
No
5/16 1.98 / 5.65
1M Rolling Return %
3.75
2.28
Yes
Yes
No
1/18 0.55 / 3.75
3M Return %
14.55
9.83
Yes
Yes
No
2/16 6.94 / 15.56
3M Rolling Return %
7.26
5.59
Yes
Yes
No
2/18 3.64 / 9.01
6M Return %
33.52
25.14
Yes
Yes
No
2/16 20.34 / 35.26
6M Rolling Return %
12.18
7.81
Yes
Yes
No
1/18 4.05 / 12.18
1Y Return %
42.55
26.13
Yes
Yes
No
1/16 18.72 / 42.55
1Y Rolling Return %
13.50
12.65
Yes
Yes
No
4/13 8.61 / 18.50
3Y Return %
33.68
28.65
Yes
Yes
No
3/12 21.77 / 37.08
3Y Rolling Return %
17.91
17.31
Yes
No
No
6/12 12.71 / 22.34
5Y Return %
18.49
14.59
Yes
Yes
No
1/11 10.20 / 18.49
Standard Deviation
14.97
14.64
No
No
No
9/13 12.25 / 17.35
Semi Deviation
9.83
9.94
Yes
No
No
7/13 8.29 / 12.31
Max Drawdown
-12.74
-10.96
No
No
Yes
12/13 -15.23 / -5.93
VaR 1 Y
-12.84
-15.01
Yes
Yes
No
4/13 -22.33 / -10.29
Average Drawdown
-3.78
-4.85
Yes
Yes
No
2/13 -7.08 / -3.06
Sharpe Ratio
1.44
1.36
Yes
Yes
No
4/13 0.93 / 1.89
Sterling Ratio
1.32
1.37
No
No
No
5/13 0.98 / 1.97
Sortino Ratio
0.93
0.82
Yes
Yes
No
4/13 0.52 / 1.24
Jensen Alpha
6.15
3.91
Yes
Yes
No
4/13 -3.33 / 12.33
Treynor Ratio
0.23
0.26
No
No
No
6/13 0.14 / 0.52
Modigliani Square measure
29.47
33.01
No
No
No
6/13 21.65 / 58.39
Active Return
4.47
-2.41
Yes
Yes
No
3/13 -16.94 / 10.05
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : Sept. 27, 2023.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : June 30, 2023 KPIs: Key Performance Indicators

Jm Value Fund Performance vs Category Average

All parametrs are in percentage

Top Performing Peers of Jm Value Fund

Top Performing Funds in Value Fund Category
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Fund Name Category Rank Analysis 1Y Return 3Y Return Max Drawdown VaR 1Y 95% Sharpe Ratio Sortino Ratio Hurst Index

Templeton India Value Fund

2 The Templeton India 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 48% of the KPIs that are in top quartile. The fund has second KPIs that are in bottom quartile. The fund has 9% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Templeton India Value Fund performance snapshot section. 25.94% 36.84% -9.17% -14.51% 1.61 1.08 0.42

Icici Prudential Value Discovery Fund

1 The Icici Prudential Value Discovery Fund is a Value Fund. In the Value Fund category there are 16<sup>th</sup> funds. The fund has 15<sup>th</sup> KPIs that are in top quartile. The fund has 65% 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. You can read more about the fund KPIs in the Icici Prudential Value Discovery Fund performance snapshot section. 29.14% 31.39% -5.93% -10.29% 1.86 1.24 0.37

Tata Equity P/E Fund

3 The Tata Equity P/E Fund is a Value Fund. In the Value Fund category there are 16<sup>th</sup> funds. The fund has sixth KPIs that are in top quartile. The fund has 26% of the KPIs that are in top quartile. The fund has third KPIs that are in bottom quartile. The fund has 13% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Tata Equity P/E Fund performance snapshot section. 25.08% 24.02% -9.51% -11.82% 1.32 0.74 0.37

Jm Value Fund Performance Snapshot (Direct Plan)

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KPIs Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
1M Return %
3.88
3.37
Yes
No
No
5/16 2.13 / 5.73
1M Rolling Return %
3.82
2.37
Yes
Yes
No
1/18 0.67 / 3.82
3M Return %
14.75
10.12
Yes
Yes
No
2/16 7.35 / 15.82
3M Rolling Return %
7.43
5.86
Yes
Yes
No
2/18 3.84 / 9.42
6M Return %
33.99
25.82
Yes
Yes
No
2/16 20.86 / 35.84
6M Rolling Return %
12.57
8.39
Yes
Yes
No
1/18 4.57 / 12.57
1Y Return %
43.51
27.50
Yes
Yes
No
1/16 19.61 / 43.51
1Y Rolling Return %
14.26
13.64
Yes
Yes
No
4/13 9.71 / 19.69
3Y Return %
34.58
29.82
Yes
Yes
No
3/12 24.13 / 38.58
3Y Rolling Return %
18.68
18.39
Yes
No
No
6/12 13.28 / 23.68
5Y Return %
19.27
15.64
Yes
Yes
No
1/11 11.60 / 19.27
Standard Deviation
14.97
14.64
No
No
No
9/13 12.25 / 17.35
Semi Deviation
9.83
9.94
Yes
No
No
7/13 8.29 / 12.31
Max Drawdown
-12.74
-10.96
No
No
Yes
12/13 -15.23 / -5.93
VaR 1 Y
-12.84
-15.01
Yes
Yes
No
4/13 -22.33 / -10.29
Average Drawdown
-3.78
-4.85
Yes
Yes
No
2/13 -7.08 / -3.06
Sharpe Ratio
1.44
1.36
Yes
Yes
No
4/13 0.93 / 1.89
Sterling Ratio
1.32
1.37
No
No
No
5/13 0.98 / 1.97
Sortino Ratio
0.93
0.82
Yes
Yes
No
4/13 0.52 / 1.24
Jensen Alpha
6.15
3.91
Yes
Yes
No
4/13 -3.33 / 12.33
Treynor Ratio
0.23
0.26
No
No
No
6/13 0.14 / 0.52
Modigliani Square measure
29.47
33.01
No
No
No
6/13 21.65 / 58.39
Active Return
4.47
-2.41
Yes
Yes
No
3/13 -16.94 / 10.05
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : Sept. 27, 2023.
Other parameters_direct, fund ranking, non return related analysis are updated after every month end. Last Updated On : June 30, 2023 KPIs: Key Performance Indicators

Jm Value Fund Regular vs Direct Plan Performance

Parameters Regular Plan Direct Plan
1M Return % 3.82% 3.88%
1M Rolling Return % 3.75% 3.82%
3M Return % 14.55% 14.75%
3M Rolling Return % 7.26% 7.43%
6M Return % 33.52% 33.99%
6M Rolling Return % 12.18% 12.57%
1Y Return % 42.55% 43.51%
1Y Rolling Return % 13.50% 14.26%
3Y Return % 33.68% 34.58%
3Y Rolling Return % 17.91% 18.68%
5Y Return % 18.49% 19.27%
Standard Deviation 14.97% 14.97%
Semi Deviation 9.83% 9.83%
Max Drawdown -12.74% -12.74%
VaR 1 Y -12.84% -12.84%
Average Drawdown -3.78% -3.78%
Sharpe Ratio 1.44% 1.44%
Sterling Ratio 1.32% 1.32%
Sortino Ratio 0.93% 0.93%
Jensen Alpha 6.15% 6.15%
Treynor Ratio 0.23% 0.23%
Modigliani Square measure 29.47% 29.47%
Active Return 4.47% 4.47%

Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

Annulized Returns

Jm Value Fund Expected Return

Investment Period Mini. Possible Return
in Investment Period
Max. Possible Return
in Investment Period
Expected Return
in Investment Period
Loss Probability
in Investment Period
10 Year 5.56% 19.08% 12.13% 0.00%
One Year -59.18% 115.26% 14.23% 20.23%
Three Year -8.10% 50.35% 12.44% 5.85%
Five Year -1.47% 27.89% 12.77% 0.81%
Seven Year 4.84% 22.66% 12.10% 0.00%

Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

Annulized Returns


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Value Fund Category Performance Analysis

Return Chart (Regular Plan)

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Fund Name 1D Return 1W Return 1M Return 3M Return 6M Return 1Y Return 3Y Return 5Y Return
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank

Iti Value Fund

0.89
1
0.17
3
4.09
3
9.85
7
25.57
6
27.60
5

Quant Value Fund

0.68
2
0.33
1
2.87
11
9.57
9
26.28
5
26.06
6

Nippon India Value Fund

0.67
3
-0.32
6
3.45
6
10.56
3
28.29
3
25.17
9
29.53
5
17.13
4

Jm Value Fund

0.67
4
0.20
2
3.82
5
14.55
2
33.52
2
42.55
1
33.68
3
18.49
1

Indiabulls Value Fund

0.63
5
-0.32
5
4.42
2
9.99
6
21.55
12
18.72
16
21.77
12
10.20
11

Tata Equity P/E Fund

0.57
6
-0.88
11
3.31
8
8.13
12
24.31
9
25.08
10
24.02
10
13.62
7

Aditya Birla Sun Life Pure Value Fund

0.56
7
-0.04
4
5.65
1
15.56
1
35.26
1
35.41
2
29.42
6
11.92
9

Union Value Discovery Fund

0.49
8
-0.91
12
2.07
15
10.51
4
25.52
7
23.64
12
26.42
7

Canara Robeco Value Fund

0.37
9
-0.67
7
1.98
16
6.94
16
21.58
11
24.40
11

Hdfc Capital Builder Value Fund

0.36
10
-1.01
14
2.92
10
7.58
15
20.34
16
20.78
13
25.13
8
12.27
8

Uti Value Opportunities Fund

0.33
11
-1.04
15
2.71
12
8.08
13
20.94
15
18.74
15
24.54
9
14.66
6

Axis Value Fund

0.32
12
-0.71
8
2.52
13
9.38
10
27.69
4
29.13
4

Idfc Sterling Value Fund

0.31
13
-0.88
10
2.38
14
8.98
11
25.17
8
25.19
8
37.08
1
17.31
2

Icici Prudential Value Discovery Fund

0.19
14
-0.97
13
3.34
7
10.28
5
21.49
13
29.14
3
31.39
4
17.18
3

Templeton India Value Fund

0.17
15
-0.85
9
3.84
4
9.62
8
23.31
10
25.94
7
36.84
2
16.70
5

Quantum Long Term Equity Value Fund

0.06
16
-1.38
16
3.01
9
7.76
14
21.46
14
20.54
14
24.00
11
11.06
10

Dsp Value Fund

Idbi Long Term Value Fund

Fund Name 1D Return 1W Return 1M Return 3M Return 6M Return 1Y Return 3Y Return 5Y Return
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank

Iti Value Fund

0.89
1
0.20
3
4.27
3
10.37
6
26.79
6
30.10
4

Quant Value Fund

0.68
2
0.36
1
3.02
10
10.01
8
27.28
5
28.06
6

Nippon India Value Fund

0.67
3
-0.31
6
3.51
6
10.76
4
28.76
3
26.09
11
30.42
6
17.92
3

Jm Value Fund

0.67
4
0.21
2
3.88
5
14.75
2
33.99
2
43.51
1
34.58
3
19.27
1

Indiabulls Value Fund

0.63
5
-0.30
5
4.53
2
10.31
7
22.44
12
20.65
15
24.13
12
12.16
10

Tata Equity P/E Fund

0.58
6
-0.86
12
3.41
7
8.39
12
24.91
9
26.33
10
25.33
10
15.00
7

Aditya Birla Sun Life Pure Value Fund

0.57
7
-0.02
4
5.73
1
15.82
1
35.84
1
36.60
2
30.61
5
13.05
9

Union Value Discovery Fund

0.51
8
-0.83
9
2.23
15
10.80
3
26.17
7
24.86
12
27.49
7

Canara Robeco Value Fund

0.36
9
-0.64
7
2.13
16
7.35
16
22.61
11
26.41
9

Hdfc Capital Builder Value Fund

0.36
10
-0.99
14
3.00
11
7.81
15
20.86
16
21.86
13
26.28
8
13.35
8

Uti Value Opportunities Fund

0.33
11
-1.02
15
2.78
12
8.27
13
21.36
15
19.61
16
25.44
9
15.46
6

Idfc Sterling Value Fund

0.31
12
-0.86
11
2.48
14
9.27
11
25.83
8
26.54
8
38.58
1
18.60
2

Axis Value Fund

0.31
13
-0.77
8
2.61
13
9.65
10
28.47
4
30.81
3

Icici Prudential Value Discovery Fund

0.19
14
-0.96
13
3.38
8
10.43
5
21.80
14
29.80
5
32.10
4
17.85
4

Templeton India Value Fund

0.18
15
-0.83
10
3.95
4
9.98
9
24.13
10
27.52
7
38.26
2
17.84
5

Quantum Long Term Equity Value Fund

0.05
16
-1.37
16
3.09
9
7.96
14
21.85
13
21.23
14
24.65
11
11.60
11

Dsp Value Fund

Idbi Long Term Value Fund

Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Pure Value Fund

2.99
2
5.77
9
8.78
7
9.92
9
13.41
11

Templeton India Value Fund

2.81
3
6.91
3
8.91
6
18.50
1
19.46
4

Hdfc Capital Builder Value Fund

2.10
12
6.31
7
6.57
14
11.88
8
15.85
8

Icici Prudential Value Discovery Fund

2.36
9
6.39
6
8.65
8
18.11
2
21.32
2

Idbi Long Term Value Fund

0.55
18
4.61
11
4.05
18
9.59
11
16.32
7

Idfc Sterling Value Fund

1.87
16
4.60
12
8.38
9
17.70
3
22.34
1

Indiabulls Value Fund

1.91
15
3.96
17
4.23
17
8.61
13
13.95
10

Jm Value Fund

3.75
1
7.26
2
12.18
1
13.50
4
17.91
6

Nippon India Value Fund

2.44
7
4.93
10
7.70
10
13.17
5
20.19
3

Quantum Long Term Equity Value Fund

2.03
13
4.36
16
6.47
15
9.17
12
12.71
12

Tata Equity P/E Fund

2.37
8
6.05
8
9.25
5
12.48
6
15.29
9

Union Value Discovery Fund

2.50
6
4.55
13
7.00
12
11.96
7

Uti Value Opportunities Fund

2.22
11
4.40
14
5.64
16
9.84
10
19.04
5

Dsp Value Fund

1.82
17
3.64
18
7.06
11

Iti Value Fund

2.57
4
6.79
4
9.77
3

Canara Robeco Value Fund

1.92
14
6.63
5
9.94
2

Axis Value Fund

2.30
10
4.40
15
9.35
4

Quant Value Fund

2.53
5
9.01
1
6.71
13
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Pure Value Fund

3.07
2
6.00
9
9.29
7
10.93
9
14.62
11

Templeton India Value Fund

2.93
3
7.20
4
9.62
6
19.69
1
20.54
4

Hdfc Capital Builder Value Fund

2.17
12
6.55
6
7.04
14
12.93
7
16.92
8

Icici Prudential Value Discovery Fund

2.41
10
6.53
7
8.93
9
18.76
3
22.01
2

Idbi Long Term Value Fund

0.67
18
4.80
12
4.57
18
10.46
12
17.36
7

Idfc Sterling Value Fund

1.97
16
4.90
11
8.95
8
18.99
2
23.68
1

Indiabulls Value Fund

2.04
15
4.42
17
5.15
17
10.57
11
16.09
10

Jm Value Fund

3.82
1
7.43
2
12.57
1
14.26
4
18.68
6

Nippon India Value Fund

2.51
7
5.11
10
8.09
10
13.96
5
20.99
3

Quantum Long Term Equity Value Fund

2.07
14
4.49
16
6.74
15
9.71
13
13.28
12

Tata Equity P/E Fund

2.45
8
6.31
8
9.79
5
13.66
6
16.71
9

Union Value Discovery Fund

2.56
6
4.77
13
7.47
12
12.79
8

Uti Value Opportunities Fund

2.27
11
4.59
15
6.03
16
10.66
10
19.86
5

Dsp Value Fund

1.89
17
3.84
18
7.46
13

Iti Value Fund

2.74
4
7.34
3
10.89
2

Canara Robeco Value Fund

2.07
13
7.16
5
10.73
3

Axis Value Fund

2.44
9
4.70
14
10.13
4

Quant Value Fund

2.66
5
9.42
1
7.54
11
Fund Name VaR 1 Y 95% Max Drawdown Average Drawdown Standard Deviation Semi Deviation
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Pure Value Fund

-22.33
13
-15.23
13
-5.53
11
17.35
13
12.31
13

Templeton India Value Fund

-14.51
5
-9.17
2
-4.31
5
17.10
12
11.08
12

Hdfc Capital Builder Value Fund

-15.00
6
-12.46
11
-4.84
8
14.27
6
9.93
9

Icici Prudential Value Discovery Fund

-10.29
1
-5.93
1
-3.06
1
12.25
1
8.29
1

Idbi Long Term Value Fund

-15.45
10
-11.64
9
-7.08
13
14.01
5
9.60
5

Idfc Sterling Value Fund

-19.37
12
-11.56
8
-4.68
7
16.39
11
10.95
11

Indiabulls Value Fund

-15.15
7
-11.91
10
-6.65
12
14.55
8
9.81
6

Jm Value Fund

-12.84
4
-12.74
12
-3.78
2
14.97
9
9.83
7

Nippon India Value Fund

-15.26
9
-10.84
6
-4.60
6
15.32
10
10.57
10

Tata Equity P/E Fund

-11.82
2
-9.51
3
-4.09
4
12.47
2
8.84
2

Union Value Discovery Fund

-15.23
8
-10.59
5
-4.08
3
14.54
7
9.92
8

Uti Value Opportunities Fund

-12.40
3
-11.45
7
-5.41
10
13.77
4
9.17
4

Quantum Long Term Equity Value Fund

-15.46
11
-9.52
4
-5.00
9
13.41
3
8.91
3
Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return
% Rank % Rank % Rank % Rank Value Rank Value Rank % Rank % Rank % Rank

Aditya Birla Sun Life Pure Value Fund

1.15
11
0.60
12
1.12
11
0.41
0.07
11 0.62 11
0.74
11
0.32
4
39.21
4
-16.94
13

Templeton India Value Fund

1.61
3
1.08
3
1.90
2
0.42
9.55
2 1.02 1
0.77
10
0.27
5
31.38
5
10.05
1

Hdfc Capital Builder Value Fund

1.31
7
0.75
6
1.20
9
0.37
2.42
8 0.94 4
0.94
1
0.20
9
27.71
8
0.93
4

Icici Prudential Value Discovery Fund

1.86
2
1.24
1
1.97
1
0.37
12.33
1 0.44 13
0.69
13
0.52
1
58.39
1
-11.03
11

Idbi Long Term Value Fund

1.12
12
0.63
11
1.10
12
0.38
-0.32
12 0.91 7
0.91
5
0.17
12
24.88
12
-2.65
9

Idfc Sterling Value Fund

1.89
1
1.19
2
1.86
3
0.40
6.54
3 0.94 3
0.92
4
0.33
3
40.56
3
4.59
2

Indiabulls Value Fund

0.93
13
0.52
13
0.98
13
0.42
-3.33
13 0.94 5
0.90
6
0.14
13
21.65
13
-4.94
10

Jm Value Fund

1.44
4
0.93
4
1.32
5
0.42
6.15
4 0.93 6
0.84
9
0.23
6
29.47
6
4.47
3

Nippon India Value Fund

1.41
5
0.83
5
1.44
4
0.39
5.57
5 0.54 12
0.71
12
0.40
2
47.05
2
-15.21
12

Tata Equity P/E Fund

1.32
6
0.74
7
1.26
7
0.37
5.20
6 0.79 10
0.87
7
0.21
7
29.02
7
0.21
6

Union Value Discovery Fund

1.21
9
0.71
10
1.25
8
0.36
0.59
10 0.95 2
0.93
2
0.18
11
26.07
11
-0.59
7

Uti Value Opportunities Fund

1.21
10
0.72
9
1.16
10
0.42
1.84
9 0.90 8
0.92
3
0.19
10
26.45
10
-0.72
8

Quantum Long Term Equity Value Fund

1.25
8
0.74
8
1.27
6
0.42
4.26
7 0.84 9
0.85
8
0.20
8
27.30
9
0.45
5

Jm Value Fund Additional Return Analysis

Jm Value Fund Value of Investment

Plan Type 1 Day 1 Week 1 Month 3 Month 6 Month 1 Year 3 Year 5 Year
Regular Plan Value of 1000 Rupee 1006.71 1002.01 1038.18 1145.46 1335.19 1425.51 2389.14 2335.70
Direct Plan Value of 1000 Rupee 1006.73 1002.15 1038.84 1147.48 1339.86 1435.07 2437.29 2413.89
Fund Information
Fund Launch Date: 25/Mar/1997
Fund Category: Value Fund
Investment Objective: JM Value Fund is an open-ended diversified equity scheme which aims to provide long term capital growth by investing primarily in a well-diversified portfolio of undervalued securities.
Fund Description: Open Ended Equity Value Fund
Fund Benchmark: S&P BSE 200 Total Return Index Index
Source: Fund FactSheet


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