42
ValueAvoid
JM Value
JM · Direct–Growth · rank #14 of 22 by Smart Score
Data updated
Trailing returns
1 Year
-1.3%
+0.8% vs index
3 Years
12.3%
+2.5% vs index
5 Years
14.9%
+5.4% vs index
Since launch
15.8%
Year-by-year performance
2021
+37.2%+6.5% vs index
2022
+6.0%+2.3% vs index
2023
+48.7%+22.1% vs index
2024
+26.7%+11.1% vs index
2025
-3.2%-10.9% vs index
2026
+1.3%+4.9% vs index
Why this score
JM Value scores 42/100 — #14 of 22 Value fund (Avoid). It stands out for 5y return — beating 91% of peers on 5y return. The main drag is its volatility (better than only 8% of peers).
Each bar shows the fund's percentile vs Value peers — a longer bar beats more of the category.
5Y return14.91% · 91st percentile in category
Volatility19.10 · 8th percentile in category
Expense ratio1.58% · 14th percentile in category
Sharpe ratio0.49 · 28th percentile in category
Fund size820.89 Cr · 25th percentile in category
Alpha-0.08 · 28th percentile in category