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JM Flexi Cap Fund - Growth

  • Regular
  • Direct
Category : Flexi Cap Fund
(Min ₹500 for SIP, ₹5000 for one time investment)
  • Latest (Updated on 31st Dec 2020)
    Crisil Rank
  • (Updated on 30th Sep 2020)
    Crisil Rank
  • (Updated on 30th Jun 2020)
    Crisil Rank
  • (Updated on 31st Mar 2020)
    Crisil Rank
  • (Updated on 31st Dec 2019)
    Crisil Rank

Returns (NAV as on 04th March, 2021)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 25-Feb-21 10078.50 0.78% - 0.88% 14/25
1 Month 04-Feb-21 10245.20 2.45% - 2.58% 15/25
3 Month 04-Dec-20 11646.20 16.46% - 14.20% 4/25
6 Month 04-Sep-20 13751.30 37.51% - 32.46% 4/25
YTD 01-Jan-21 11114.20 11.14% - 9.18% 4/25
1 Year 04-Mar-20 12874.10 28.74% 28.74% 31.44% 16/24
2 Year 01-Mar-19 14778.30 47.78% 21.44% 18.73% 8/24
3 Year 01-Mar-18 14339.20 43.39% 12.72% 11.56% 8/21
5 Year 04-Mar-16 22955.00 129.55% 18.07% 15.36% 3/20
10 Year 04-Mar-11 32296.70 222.97% 12.43% 12.90% 10/14
Since Inception 25-Sep-08 43924.30 339.24% 12.63% 16.14% 19/25

SIP Returns (NAV as on 04th March, 2021)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 04-Mar-20 12000 16286.1 35.72 % 72.51 %
2 Year 01-Mar-19 24000 32472.58 35.3 % 32.11 %
3 Year 01-Mar-18 36000 49815.39 38.38 % 22.27 %
5 Year 04-Mar-16 60000 90956.37 51.59 % 16.66 %
10 Year 04-Mar-11 120000 271185.19 125.99 % 15.57 %

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund -1.43% 1.13% 14.79% 35.54% 10.12% 25.65% 19.91% 12.74% 17.72%
Nifty 50 -0.95% 0.09% 12.67% 31.80% 6.84% 32.56% 16.58% 12.97% 14.80%
Benchmark: S&P BSE 500 -1.16% 2.19% 14.44% 33.92% 9.01% 35.65% 17.14% 11.29% 15.14%
Category Average -1.14% 1.53% 12.89% 30.95% 7.94% 29.35% 17.35% 11.51% 15.08%
Category Rank 22/25 17/25 4/25 4/25 6/25 16/24 8/24 8/21 4/20
Best in Category -0.69% 4.55% 20.23% 41.46% 15.00% 50.59% 26.96% 18.22% 18.40%
Worst in Category -1.59% -1.34% 8.16% 21.12% 2.78% 17.41% 8.37% 4.01% 9.79%

Best Quarters

Period This Fund Nifty 50 S&P BSE 500 Category Average
Q4 - 2020 25.41% 22.46% 21.69% 18.64%
Q4 - 2020 25.03% 22.46% 21.69% 18.64%
Q2 - 2014 24.00% 13.25% 17.84% 21.13%

Worst Quarters

Period This Fund Nifty 50 S&P BSE 500 Category Average
Q1 - 2020 -25.77% -29.43% -29.29% -25.93%
Q1 - 2020 -25.68% -29.43% -29.29% -25.93%
Q3 - 2015 -8.11% -5.96% -4.74% -2.43%

Forum

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