• 1 Year Returns: -3.57%
• 3 Year Returns: 23.01%

• Pharmaceuticals | 12.82%
• Specialized Finance | 7.50%
• IT Services & Consulting | 7.26%
• Others | 6.90%
• Electrical Components & Equipments | 6.15%

• Coforge Ltd | 4.27%
• Hero MotoCorp Ltd | 4.19%
• BSE Ltd | 4.01%
• Godfrey Phillips India Ltd | 3.70%
• Mahindra and Mahindra Financial Services Ltd | 3.49%

• Equity | 99.24%
• Cash & Equivalents | 0.76%

The alpha ratio for the JM Midcap Fund-Reg(IDCW) is 12.52

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 Midcap Fund-Reg(IDCW) is 17.17

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 Midcap Fund-Reg(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 Midcap Fund-Reg(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.