Compare funds
Side-by-side across returns, risk ratios, P/E and cost — the best value in each row gets a BEST tag.
Pick funds to compare
2/5 selectedJM ValueAxis Value Fund
Funds
| Returns (CAGR) | ||||
1Y return | 3.0% | 12.4%BEST | ||
3Y return | 12.8% | 18.9%BEST | ||
5Y return | 15.4%BEST | — | ||
Since launch | 16.0% | 17.1%BEST | ||
| Vs category benchmark | ||||
1Y vs index | +0.3% | +9.7%BEST | ||
3Y vs index | +1.4% | +7.5%BEST | ||
5Y vs index | +5.2%BEST | — | ||
Benchmark used | Nifty 500 | Nifty 500 | ||
| Risk | ||||
Sharpe ratio | 0.37 | 0.93BEST | ||
Sortino ratio | 0.49 | 1.20BEST | ||
Std deviation | 17.14 | 15.03BEST | ||
Alpha | -0.80 | 6.42BEST | ||
Beta | 1.12 | 0.94 | ||
| Cost & size | ||||
Expense ratio | 1.50% | 1.00%BEST | ||
Fund size | ₹802 Cr | ₹1.8k CrBEST | ||
Portfolio P/E | 19.02BEST | 25.68 | ||
| Ratings | ||||
Value Research | ★★★★★ | ★★★★★BEST | ||
Morningstar | — | — | ||
| Details | ||||
Fund manager | Satish Ramanathan, Asit Bhandarkar | Nitin Arora | ||
Benchmark | — | Nifty 500 TRI | ||
Riskometer | High | High | ||
Start date | 01 Jan 2013 | 22 Sept 2021 | ||
| Top 5 holdings | ||||
Biggest positions | not disclosed |
| ||