38
ValueAvoid
JM Value
JM · Direct–Growth · rank #14 / 21 Smart Score ke hisaab se
Data updated
JM Value ka score 38/100 hai — 21 mein #14 Value fund (Avoid). Mazbooti: 5 saal ka return (category mein 84th percentile). Kamzori: utaar-chadhaav (category mein 7th percentile).
Trailing returns
index ke muqable: Nifty 500 (index-fund proxy)1 saal
-7.3%
-6.2% index ke muqable
3 saal
14.0%
+2.4% index ke muqable
5 saal
15.5%
+3.8% index ke muqable
Launch se
15.6%
Saal-dar-saal performance
aakhri entry = is saal ab tak2021
37.2%
2022
6.0%
2023
48.7%
2024
26.7%
2025
-3.2%
2026
-3.6%
Risk metrics
Sharpe ratio
0.63
↑ jitna zyada, utna accha
Sortino ratio
0.57
↑ jitna zyada, utna accha
Std deviation
19.59
↓ jitna kam, utna accha
Alpha
1.77
↑ jitna zyada, utna accha
Beta
1.15
≈1 yaani market ke saath
Isi category ke aur funds
Research aur education ke liye — investment advice nahi.