Compare funds
| JM Flexi Cap Fund - Direct Plan - Growth Option | |
|---|---|
| category | Flexi Cap Fund |
| benchmark | BSE 500 |
| history from | 2013-01-02 |
| rating (overall) | ★★★★☆ |
| 3y / 5y / 10y stars | 3 / 4 / 4 |
| return 1Y | 4.73% |
| return 3Y | 14.73% |
| return 5Y | 14.59% |
| return 10Y | 16.60% |
| vs benchmark 1Y | 4.30% |
| vs benchmark 3Y | 3.58% |
| vs benchmark 5Y | - |
| 3y volatility | 17.52% |
| 3y worst fall | -22.58% |
| 3y Sharpe | 0.45 |
| 3y Sortino | 0.67 |
| 3y alpha | 3.45% |
| 3y beta | 1.05 |
| 3y information ratio | 0.55 |
| 3y up / down capture | 117 / 100 |
| 3y risk-adj. rank in category | 46th of 36 |
Returns to latest NAV: absolute under 1 year, annualised from 1 year. vs benchmark: fund minus declared benchmark, common dates. Rank 1 = best. Ratings: Morningstar method.