Returns Performance

Lumpsum Returns Performance

One time Investment of ₹5,00,000 calculated using actual historical NAV.

-3.73%
Loss: -₹18,649
₹5,00,000 ₹4,81,351
1 Month
-0.67%
Loss: -₹3,350
₹5,00,000 ₹4,96,650
3 Months
7.58%
Gain: +₹37,917
₹5,00,000 ₹5,37,917
6 Months
-3.57%
Loss: -₹17,851
₹5,00,000 ₹4,82,149
1 Year
10.11%
Gain: +₹1,67,690
₹5,00,000 ₹6,67,690
3 Years
10.50%
Gain: +₹3,23,858
₹5,00,000 ₹8,23,858
5 Years
16.77%
Gain: +₹9,80,023
₹5,00,000 ₹14,80,023
7 Years
11.42%
Gain: +₹9,75,493
₹5,00,000 ₹14,75,493
10 Years
12.36%
Gain: +₹23,74,989
₹5,00,000 ₹28,74,989
15 Years
8.85%
Gain: +₹23,50,085
₹5,00,000 ₹28,50,085
Since Inception
Performance Illustration
  • Lump-sum investment: ₹5,00,000
  • SIP investment: ₹10,000 per month
  • Values are calculated using actual historical NAV based on the selected investment period.
  • Current valuation is based on the latest available NAV.

SIP Performance Illustration

Monthly SIP of ₹10,000 calculated using actual historical NAV.

1.56% XIRR
Gain: +₹8,718
₹3,60,000 ₹3,68,718
36 installments 3 Years
9.66% XIRR
Gain: +₹1,65,164
₹6,00,000 ₹7,65,164
60 installments 5 Years
12.77% XIRR
Gain: +₹11,34,995
₹12,00,000 ₹23,34,995
120 installments 10 Years
12.08% XIRR
Gain: +₹29,96,394
₹18,00,000 ₹47,96,394
180 installments 15 Years
10.75% XIRR
Gain: +₹59,47,105
₹24,70,000 ₹84,17,105
247 installments Since Inception

XIRR is calculated from the actual dates and values of all SIP cash flows. Illustrations are not return guarantees.

Fund Information

AMC
JM Financial Mutual Fund
Benchmark
—
Category
Hybrid
Sub Category
Aggressive Hybrid Fund
Plan
Growth
Launch Date
—
AUM
—
Expense Ratio
2.6800%
Fund Manager
—
Riskometer
—
NAV (as on October 5, 2026)
₹116.7395
Exit Load
Refer to scheme factsheet.

Investment Calculator

Results use this scheme’s actual historical NAV data. They are illustrations, not return guarantees.

NAV History Chart

5000 data points
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