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JM Multi Strategy Fund - Growth option

Category: Equity Funds Large Cap
Launch Date: 23-09-2008
Asset Class: Equity
Benchmark: S&P BSE 500
Expense Ratio: 2.89% As on (30-09-2017)
Status: Open Ended Schemes(Growth) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 139.17 Cr As on (31-03-2018)
Turn over: 19.4%
NAV as on 22-05-2018

30.5059

0.16 (0.5232%)

CAGR Since Inception

12.23%

S&P BSE 500 14.9%

PERFORMANCE of JM Multi Strategy Fund - Growth option

Scheme Performance (%)

Data as on - 22-05-2018

Yearly Performance (%)

Fund Managers

Mr. Sanjay Kumar Chhabaria

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 aims to provide capital appreciation by investing in equity and equity related securities using a combination of strategies.

RETURNS CALCULATOR for JM Multi Strategy Fund - Growth option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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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.

Riskometer

riskometer

Key Performance and Risk Statistics of JM Multi Strategy Fund - Growth option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
JM Multi Strategy Fund - Growth option 15.77 0.94 3.62 1.28 - -
Equity Funds Large Cap - - - - - -

PEER COMPARISION of JM Multi Strategy Fund - Growth option

Period
Data as on - 22-05-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
JM Multi Strategy Fund - Growth option 23-09-2008 8.9 23.79 11.14 17.94 0.0
UTI Bluechip Flexicap Fund - Regular Plan - Growth option 30-01-2006 23.69 21.82 12.85 16.02 9.09
IDFC Focused Equity Fund-Regular Plan-Growth 16-03-2006 21.83 25.72 11.9 14.83 9.8
Kotak Classic Equity Scheme - Growth 27-07-2005 19.84 21.81 11.26 15.57 11.17
Kotak NV 20 ETF - Dividend 26-11-2015 19.1 19.32 0.0 0.0 0.0
Reliance ETF NV20 ETF 12-06-2015 18.96 19.14 0.0 0.0 0.0
ICICI Prudential NV20 ETF 14-06-2016 18.59 0.0 0.0 0.0 0.0
Reliance ETF Consumption 03-04-2014 18.21 20.38 14.14 0.0 0.0
Invesco India Growth Opportunities Fund - Growth 09-08-2007 18.15 21.25 11.6 18.45 12.01
Sundaram Select Focus-Inst Growth 15-04-2008 15.85 20.18 10.31 13.98 7.95

PORTFOLIO ANALYSIS of JM Multi Strategy Fund - Growth option

Asset Allocation (%)

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