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JM Multicap Fund - Growth option

(Erstwhile JM Multi Strategy Fund - Growth option)

Category: Equity: Multi Cap
Launch Date: 23-09-2008
Asset Class: Equity
Benchmark: S&P BSE 500 TRI
Expense Ratio: 2.89% As on (31-03-2018)
Status: Open Ended Schemes(Equity Scheme - Multi Cap Fund) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 148.41 Cr As on (31-07-2018)
Turn over: 3.81%
NAV as on 16-08-2018

32.3379

-0.07 (-0.227%)

CAGR Since Inception

12.58%

S&P BSE 500 TRI 12.8%

PERFORMANCE of JM Multicap Fund - Growth option

Scheme Performance (%)

Data as on - 16-08-2018

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 Multicap 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 Multicap Fund - Growth option

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

PEER COMPARISION of JM Multicap Fund - Growth option

Period
Data as on - 16-08-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
JM Multicap Fund - Growth option 23-09-2008 7.22 17.16 12.12 23.03 0.0
UTI - Equity Fund-Growth Option 01-08-2005 21.44 15.82 11.59 20.64 15.18
Parag Parikh Long Term Equity Fund - Regular Plan - Growth 28-05-2013 19.84 18.39 14.09 20.84 0.0
Edelweiss Multi-Cap Fund - Regular Plan - Growth Option 27-01-2015 17.25 19.13 12.2 0.0 0.0
ICICI Prudential Multicap Fund - Growth 01-10-1994 14.88 13.57 11.37 21.83 13.89
Canara Robeco Equity Diversified Fund - Regular Plan - Growth 16-09-2003 13.71 17.32 9.87 17.75 14.69
Invesco India Multicap Fund - Growth Option 17-03-2008 13.13 16.19 11.36 27.16 19.08
Mirae Asset India Equity Fund - Growth Plan 04-04-2008 11.56 17.21 13.28 23.57 17.85
DSP BlackRock Equity Fund - Regular Plan - Growth 07-06-2007 11.26 14.7 11.04 21.29 13.77
IDFC Multi Cap Fund-Regular Plan-Growth 15-09-2005 10.52 12.58 8.49 22.41 17.55

PORTFOLIO ANALYSIS of JM Multicap Fund - Growth option

Asset Allocation (%)

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