JM Equity Hybrid Fund(G)

67.18 0.03 (0.05%) NAV as on 28-Jan-22

PERFORMANCE

Category 3M (%) 6M (%) 1Y (%) 3Y (%) 5Y (%) Since INC.
Scheme Return-3.725.1724.5813.9611.2211.81
Category Avg-2.235.9324.1416.0111.2213.15
Category Best6.846.316.0515.2214.9019.30
Category Worst-0.75-3.35-16.156.547.14-0.80

* Equity - Returns upto 1 year are absolute and over 1 year are CAGR.

* Debt - Returns upto 1 year are annualised and over 1 year are CAGR.

Performance GRAPH

QUARTERLY RETURNS

Year Q1 Q2 Q3 Q4
20218.1810.86-3.806.57
202012.3722.8720.88-21.82
2019-10.23-6.035.443.32
20182.651.280.23-2.44
20172.892.083.968.51

ANNUAL RETURNS

Year Fund Return Rank in Category Category Total SENSEX
202122.942335NA
202030.48335NA
2019-8.113535NA
20181.66335NA
201718.482528NA

PEER CATEGORY COMPARISON

Scheme Name NAV(Rs.) As On 09-06-17 Inception Date 1Y (%) 3Y (%) 5Y (%) Since Inception (%)
Quant Absolute Fund(G)271.9904-Apr-0141.8728.9919.4617.15
BOI AXA Mid & Small Cap Equity & Debt Fund-Reg(G)23.2320-Jul-1648.5324.8817.1716.47
ICICI Pru Equity & Debt Fund(G)222.5703-Nov-9944.4421.3515.2114.96
BNP Paribas Substantial Equity Hybrid Fund-Reg(G)18.2607-Apr-1721.0118.64-13.32
More from Peer Category Comparison »

Ratios

Statistical Ratios
Standard Deviation [%]16.0463
Semi Standard Deviation [%]0.0656
Beta [%]-0.6807
Sharp Ratio [%]0.4472
R-Square [%]-0.0742
Expense Ratio [%]2.5100
AVG Ratio [%]0.0035
Other Ratios
Jenson Ratio [%]0.0722
Treynor Ratio [%]-0.1135
Turnover Ratio [%]0.4765
FAMA Ratio [%]0.1191
SORTINO Ratio [%]-0.1139

Return Calculator

MARKET STATS As on 28/01/2022 As on 28/01/2022

17101.95 (-0.05) 57200.23 (-0.13)

TOP GAINERS

Company Price Change Gain (%)
Vikas EcoTech6.603.60120.00
Dynacons Sys & Sol236.0039.3019.98

TOP LOSERS

Company Price Change Loss (%)
Kriti Industries (I)100.35-14.55-12.66
Mahindra Logistics587.40-72.45-10.98

Portfolio Comparison

MUTUAL FUND ACTIVITY