Compare funds
| JM Focused Fund - Direct Plan - Growth Option | |
|---|---|
| category | Focused Fund |
| benchmark | BSE 500 |
| history from | 2013-01-02 |
| rating (overall) | ★★☆☆☆ |
| 3y / 5y / 10y stars | 2 / 3 / 1 |
| return 1Y | 1.57% |
| return 3Y | 12.53% |
| return 5Y | 11.80% |
| return 10Y | 13.29% |
| vs benchmark 1Y | 1.14% |
| vs benchmark 3Y | 1.38% |
| vs benchmark 5Y | - |
| 3y volatility | 17.45% |
| 3y worst fall | -19.50% |
| 3y Sharpe | 0.35 |
| 3y Sortino | 0.52 |
| 3y alpha | 1.65% |
| 3y beta | 1.06 |
| 3y information ratio | 0.32 |
| 3y up / down capture | 113 / 105 |
| 3y risk-adj. rank in category | 70th of 27 |
Returns to latest NAV: absolute under 1 year, annualised from 1 year. vs benchmark: fund minus declared benchmark, common dates. Rank 1 = best. Ratings: Morningstar method.