• 1 Year Returns: 10.82%

• Specialized Finance | 10.49%
• Private Banks | 9.28%
• Others | 9.22%
• Auto Parts | 6.21%
• IT Services & Consulting | 5.91%

• ICICI Bank Limited | 3.56%
• Bajaj Finance Ltd | 2.98%
• HDFC Bank Limited | 2.81%
• Bharti Airtel Ltd | 2.45%
• Torrent Pharmaceuticals Ltd | 2.36%

• Equity | 98.78%
• Cash & Equivalents | 1.22%

The alpha ratio for the JM Large & Mid Cap Fund(IDCW) is 1.95

Alpha is the excess return of a fund compared to its expected return, based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.

The volatility or standard deviation for the JM Large & Mid Cap Fund(IDCW) is 14.72

Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

The Sharpe ratio for the JM Large & Mid Cap Fund(IDCW) is 0.50

The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.

The Sortino Ratio for the JM Large & Mid Cap Fund(IDCW) is 0.05

The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.