39
ValueAvoid
JM Value
JM · Direct–Growth · rank #15 / 22 Smart Score ke hisaab se
Data updated
JM Value ka score 39/100 hai — 22 mein #15 Value fund (Avoid). Mazbooti: 5 saal ka return (category mein 91th percentile). Kamzori: 3 saal ka return (category mein 28th percentile).
Trailing returns
index ke muqable: Nifty 500 (index-fund proxy)1 saal
3.0%
+0.3% index ke muqable
3 saal
12.8%
+1.4% index ke muqable
5 saal
15.4%
+5.2% index ke muqable
Launch se
16.0%
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
2.1%
Risk metrics
Sharpe ratio
0.37
↑ jitna zyada, utna accha
Sortino ratio
0.49
↑ jitna zyada, utna accha
Std deviation
17.14
↓ jitna kam, utna accha
Alpha
-0.80
↑ jitna zyada, utna accha
Beta
1.12
≈1 yaani market ke saath
Isi category ke aur funds
Research aur education ke liye — investment advice nahi.