35
ValueAvoid
JM Value
JM · Direct–Growth · rank #17 / 23 Smart Score ke hisaab se
Data updated
JM Value ka score 35/100 hai — 23 mein #17 Value fund (Avoid). Mazbooti: 5 saal ka return (category mein 86th percentile). Kamzori: 3 saal ka return (category mein 23th percentile).
Trailing returns
index ke muqable: Nifty 500 (index-fund proxy)1 saal
-6.3%
+0.9% index ke muqable
3 saal
9.6%
+0.5% index ke muqable
5 saal
12.5%
+4.6% index ke muqable
Launch se
15.2%
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
-5.1%
Risk metrics
Sharpe ratio
0.25
↑ jitna zyada, utna accha
Sortino ratio
0.33
↑ jitna zyada, utna accha
Std deviation
17.25
↓ jitna kam, utna accha
Alpha
-0.94
↑ 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.