How are the returns of JM Value Fund - Growth fund?
JM Value Fund - Growth has delivered CAGR and average rolling returns as follows :
1 Year
3 Year
5 Year
9 Year
CAGR(%)
57.97
26.64
21.28
16.56
Average Rolling Returns(%)
21.27
17.38
13.53
9.36
What is the current NAV of JM Value Fund - Growth Fund?
The Current NAV of JM Value Fund - Growth is ₹91.19.
Should I SIP in JM Value Fund - Growth Fund?
You should look for a fund with better more consistent performance track record. Funds returns are more likely to be different than its benchmark NIFTY 50 returns, as Funds portfolio is significantly different.
How much does JM Value Fund - Growth Fund charge as expense ratio?
JM Value Fund - Growth fund’s expense ratio is 2.36%
How can I redeem my investments in JM Value Fund - Growth Fund?
The process for redemption is
Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
You will get information about the redemption and the NAV at which redeemed.
The amount will be deposited in the designated bank account.
What is the AUM or size of JM Value Fund - Growth Fund?
The AUM of JM Value Fund - Growth is currently ₹581 Crores.
What are the top stock holdings of JM Value Fund - Growth Fund?
The Top three stocks are ITC, ICICI Bank and HDFC Bank and account for 13% of its portfolio.
Top 5 and 10 stocks of fund account for 20% and 33% of fund’s portfolio respectively.
What are the top sectors JM Value Fund - Growth Fund has invested in?
Top three sectors of JM Value Fund - Growth fund are BFSI, Construction & Infrastructure and Auto
accounting for 52% of the total portfolio.
Is it safe to invest in JM Value Fund - Growth Fund?
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Value Fund it is comparatively safer to invest in this fund.
However, since it has not consistently outperformed its benchmark index on an
average 3-year rolling returns basis it is not the most suitable fund for SIP.
What is the category of JM Value Fund - Growth Fund?
The category of JM Value Fund - Growth Fund is Equity - Value Fund.
Who manages the JM Value Fund - Growth Fund?
Satish Ramanathan and Asit Bhandarkar manage the JM Value Fund - Growth Fund.
What is the PE and PB ratio of JM Value Fund - Growth Fund Direct Plan Growth?
JM Value Fund - Growth current PE ratio is 33.59 and PB ratio is 5.27
What is the asset allocation of JM Value Fund - Growth Stocks, Debt and Gold?
The asset allocation of JM Value Fund - Growth is Stocks : 97.35%, Debt : 2.64% and Gold : 0%
What is the minimum SIP amount of JM Value Fund - Growth Fund?
The minimum SIP amount for JM Value Fund - Growth is ₹100.00 and minimum lumpsum is ₹1000.00
Is there any Exit Load for JM Value Fund - Growth Fund?
The exit load for JM Value Fund - Growth is 1% on or before 30 days, Nil after 30 days
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MoneyWorks4Me method for rating and ranking mutual funds for SIP
MoneyWorks4Me rating and ranking of funds for SIP is available to subscribers only. Moneyworks4Me is not a rating and
ranking agency, however it is required that users have a way of selecting funds and building a Portfolio. The method used by it are described below to enable users to understand the logic behind the rating and ranking Subscriber will find more details on this in the
various content made available from time to time. In case you need more please write to besafe@moneyworks4Me.com
MoneyWorks4Me rates and ranks mutual funds based on the following data-driven system:
Performance Consistency: This is measure based on whether the fund has beaten the benchmark index consistently. For
this we compare the 3-year rolling returns of the fund with the benchmark for a minimum of 5 years and preferable 10
years. The period of rolling is one month and holding period is 3 years. Fund are color-coded Green on Performance when
the fund beats the benchmark more than 90% of the time. It is Orange if it beats 80% to 90% of the time and Red if less
than 80%. Funds with less than 5 year data are color-coded Grey.
Quality of Portfolio Holding: Moneyworks4Me has color-coded stocks as Green, Orange and Red based on whether the
company's performance has generated a ROCE above a threshold level (cost of capital) over 10 years (minimum 6 years) and
generated positive Free Cash Flow. For Banks it checks whether ROE is greater than 15% and sales has grown over previous
year. Stocks that perform consistently on these combined metrics are color-coded Green (min score 14 out of 20), Orange
(between 8 and 14) and Red (less than 8 out of 20).
Fund are color-coded Green provided the portfolio has 70% holding in Green stocks but not more than 20% in Red stocks.
Funds with more than 20% Red stocks in the portfolio are color-coded Red. The rest are Orange funds
Funds ranking in screeners: Performance Consistency and Quality are two parameters used for ranking funds for SIP. The
ranking as follows GG, GO, GR, OG, OO, OR, RG, RO and RR.
With the same color-coded funds, the one with the higher Average 3-year rolling returns (over 5 to 10 years), the number
that appears in the Performance tag, ranks higher.
Here is the summary:
The third tag Upside Potential is not relevant for SIP. It is relevant for lumpsum investments in Mutual Funds.
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