• 1 Year Returns: -2.19%
• 3 Year Returns: 22.20%
• 5 Year Returns: 20.10%

• Private Banks | 16.62%
• IT Services & Consulting | 11.28%
• Construction & Engineering | 9.26%
• Telecom Services | 5.91%
• Specialized Finance | 5.60%

• HDFC Bank Ltd | 7.68%
• ICICI Bank Ltd | 4.87%
• Bharti Airtel Ltd | 4.70%
• Larsen and Toubro Ltd | 4.23%
• Infosys Ltd | 3.97%

• Equity | 98.41%
• Cash & Equivalents | 1.59%

The alpha ratio for the JM Large Cap Fund(A-IDCW) is -0.67

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 Cap Fund(A-IDCW) is 14.86

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 Cap Fund(A-IDCW) is -0.36

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 Cap Fund(A-IDCW) is -0.04

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.