1. Advisorkhoj
  2. JM Equity Fund-Dividend

JM Equity Fund-Dividend

Category: Equity Funds Large Cap
Launch Date: 01-04-1995
Asset Class: Equity
Benchmark: S&P BSE Sensex
Expense Ratio: 2.47% As on (31-03-2017)
Status: Open Ended Schemes(Growth) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 998.38 Cr As on (31-07-2017)
Turn over: 236.68
NAV as on


CAGR Since Inception


S&P BSE Sensex 14.98%

PERFORMANCE of JM Equity Fund-Dividend

Scheme Performance (%)

Data as on - 22-03-2018

Yearly Performance (%)

Fund Managers

Mr. Sanjay Kumar Chhabaria, Mr. Chaitanya Choksi

He is a PGDBA and CFA. Prior to joining JM Financials he has worked with Lotus India AMC, SBI Funds Management, Religare Invesco AMC, SMIFS Securities and IDBI Capital Markets.

Investment Objective

The scheme seeks long term capital growth and appreciation through investment primarily in equities.

RETURNS CALCULATOR for JM Equity Fund-Dividend

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
Start :

Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.



Key Performance and Risk Statistics of JM Equity Fund-Dividend

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
JM Equity Fund-Dividend 12.26 0.58 -1.38 0.82 - -
Equity Funds Large Cap

PEER COMPARISION of JM Equity Fund-Dividend

Data as on - 22-03-2018
Scheme Name Launch
Ret (%)
Ret (%)
Ret (%)
Ret (%)
Ret (%)

PORTFOLIO ANALYSIS of JM Equity Fund-Dividend

Asset Allocation (%)

© 2016 Advisorkhoj - A Gamechanger Business Services (I) Pvt. Ltd. Brand - All Rights Reserved