FundLens
58
Mid CapHold

JM Mid Cap

JM · Direct–Growth · rank #13 / 34 Smart Score ke hisaab se

Data updated

JM Mid Cap ka score 58/100 hai — 34 mein #13 Mid Cap fund (Hold). Mazbooti: 3 saal ka return (category mein 75th percentile) aur Sharpe ratio (category mein 76th percentile). Kamzori: utaar-chadhaav (category mein 15th percentile).

Trailing returns

index ke muqable: Nifty Midcap 150 (index-fund proxy)
1 saal
3.8%
+4.0% index ke muqable
3 saal
16.7%
+3.5% index ke muqable
5 saal
—
Launch se
21.6%

Saal-dar-saal performance

aakhri entry = is saal ab tak
2023
47.3%
2024
37.8%
2025
-1.2%
2026
7.0%

Risk metrics

Sharpe ratio
0.68
↑ jitna zyada, utna accha
Sortino ratio
0.76
↑ jitna zyada, utna accha
Std deviation
19.36
↓ jitna kam, utna accha
Alpha
3.63
↑ jitna zyada, utna accha
Beta
0.97
≈1 yaani market ke saath

Isi category ke aur funds

Research aur education ke liye — investment advice nahi.