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JM Multicap Fund - Growth

  • Regular
  • Direct
Category : Multi Cap Fund
(Min ₹500 for SIP, ₹5000 for one time investment)
  • Latest (Updated on 31st Dec 2019)
    Crisil Rank
  • (Updated on 30th Sep 2019)
    Crisil Rank
  • (Updated on 30th Jun 2019)
    Crisil Rank
  • (Updated on 31st Mar 2019)
    Crisil Rank
  • (Updated on 31st Dec 2018)
    Crisil Rank
Should you invest in this fund? - Fund has improved its performance compared to similar funds in the Multi Cap Fund. Existing investors can continue their SIPs/investments. Other investors can also start a fresh investments in this fund.

Returns (NAV as on 03rd April, 2020)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 27-Mar-20 9335.20 -6.65% - 1.52% 40/66
1 Month 03-Mar-20 7229.10 -27.71% - -20.14% 40/66
3 Month 03-Jan-20 7044.50 -29.56% - -23.66% 31/66
6 Month 03-Oct-19 7337.10 -26.63% - -18.25% 40/66
YTD 01-Jan-20 7028.00 -29.72% - -24.17% 36/66
1 Year 03-Apr-19 7892.10 -21.08% -21.03% -21.09% 13/64
2 Year 03-Apr-18 8233.30 -17.67% -9.25% -11.93% 10/53
3 Year 03-Apr-17 9065.40 -9.35% -3.21% -3.39% 7/33
5 Year 01-Apr-15 11110.20 11.10% 2.12% 0.92% 3/30
10 Year 01-Apr-10 16940.90 69.41% 5.41% 7.46% 18/21
Since Inception 25-Sep-08 24836.50 148.37% 8.21% -0.98% 22/59

SIP Returns (NAV as on 03rd April, 2020)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 03-Apr-19 13000 10738.43 -17.4 % -32.16 %
2 Year 03-Apr-18 25000 21246.31 -15.01 % -15.28 %
3 Year 03-Apr-17 37000 31870.6 -13.86 % -9.65 %
5 Year 01-Apr-15 61000 60782.84 -0.36 % -0.14 %
10 Year 01-Apr-10 121000 175278.42 44.86 % 7.23 %

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund 7.19% -21.79% -23.59% -19.86% -24.58% -15.35% -6.87% -1.09% 3.42%
Nifty 50 8.76% -19.99% -27.05% -20.98% -27.75% -24.46% -7.73% -1.49% 0.30%
Benchmark: S&P BSE 500 7.78% -20.96% -27.06% -20.87% -27.58% -25.89% -11.59% -3.71% 0.04%
Category Average 6.32% -20.14% -23.66% -18.25% -24.17% -21.09% -11.93% -3.39% 0.92%
Category Rank 23/61 40/66 31/66 40/66 36/66 13/64 10/53 7/33 3/30
Best in Category 9.17% 11.00% 9.57% 12.16% 8.55% 16.64% 7.30% 3.68% 6.75%
Worst in Category 0.20% -35.33% -38.68% -34.34% -37.74% -44.99% -32.26% -10.11% -3.33%

Best Quarters

Period This Fund Nifty 50 S&P BSE 500 Category Average
Q2 - 2014 24.00% 13.25% 17.84% 22.19%
Q1 - 2017 18.92% 12.16% 14.08% 14.84%
Q1 - 2017 18.92% 12.16% 14.08% 14.84%

Worst Quarters

Period This Fund Nifty 50 S&P BSE 500 Category Average
Q1 - 2020 -25.77% -29.43% -29.29% -25.44%
Q1 - 2020 -25.68% -29.43% -29.29% -25.44%
Q3 - 2015 -8.11% -5.96% -4.74% -2.17%

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