Should I invest in JPMorgan India Equity Fund?

We don't give personal investment advice. JPMorgan India Equity Fund - Growth is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 19.3%. 5-year CAGR: 13.84%.

JPMorgan

JPMorgan India Equity Fund - Growth

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	-0.78%	+0.06%	-0.85	274 / 299	Q4
1W	-1.68%	-3.61%	+1.93	223 / 303	Q3
2W	-7.80%	-4.52%	-3.28	261 / 303	Q4
1M	-10.45%	-5.64%	-4.81	258 / 302	Q4
3M	-8.45%	-4.27%	-4.18	227 / 302	Q4
6M	-0.81%	+1.48%	-2.29	183 / 307	Q3
YTD	-0.99%	-0.18%	-0.81	155 / 309	Q3
1Y	+1.32%	+7.10%	-5.78	180 / 307	Q3
2Y	+1.02%	+2.20%	-1.18	174 / 303	Q3
3Y	+15.11%	+0.76%	+14.36	58 / 264	Q1
4Y	+12.88%	+0.58%	+12.29	40 / 235	Q1
5Y	+13.84%	+0.02%	+13.82	32 / 208	Q1
7Y	+10.19%	+3.12%	+7.07	41 / 130	Q2
10Y	—	—	—	—	—
Inception	+8.77%	+0.51%	+8.25	85 / 310	Q2

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2016 YTD	-0.99%	+1.07%	-2.06	54 / 88
2015	+2.53%	-3.94%	+6.47	23 / 99
2014	+44.84%	+34.59%	+10.25	34 / 133
2013	+4.48%	+0.03%	+4.45	55 / 154
2012	+26.73%	+23.57%	+3.17	94 / 190
2011	-22.60%	-23.68%	+1.08	96 / 241
2010	+26.40%	+11.69%	+14.72	24 / 256
2009	+68.19%	+65.86%	+2.33	129 / 238
2008	-55.62%	-52.86%	-2.77	91 / 198
2007	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+11.87%

104 windows

min -58.0% · max 92.4%

71% positive

3-Year rolling

+12.12%

79 windows

min -1.5% · max 28.8%

92% positive

5-Year rolling

+10.68%

55 windows

min -1.0% · max 22.2%

95% positive

Limited basis — fund is young, so this average may be skewed by which 5Y windows happen to be available.

7-Year rolling

+12.36%

31 windows

min 5.2% · max 20.2%

100% positive

Limited basis — fund is young, so this average may be skewed by which 7Y windows happen to be available.

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

15.71%

3-year · annualised

Sharpe ratio

0.57

vs risk-free 6.5%

Sortino ratio

0.96

Downside-only deviation

Max drawdown

-19.33%

Mar 2015 → Feb 2016

% positive months

66.7%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Recent NAVs

Date	NAV
24 Nov 2016	₹22.0500
23 Nov 2016	₹22.2240
22 Nov 2016	₹22.0720
21 Nov 2016	₹21.8470
18 Nov 2016	₹22.3990
17 Nov 2016	₹22.4270
16 Nov 2016	₹22.4990
15 Nov 2016	₹22.3830
11 Nov 2016	₹23.1820
10 Nov 2016	₹23.9150

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

JPMorgan India Equity Fund - Growth is a Growth from JPMorgan (Unknown plan, Growth option). Latest NAV isn't currently available in our feed — the AMC publishes it once per business day after market close.

JPMorgan India Equity Fund - Growth has NAV history starting from 15 Jun 2007, a track record of about 18 years 11 months. Long-tenured funds like this have weathered multiple market cycles — the 2008 crash, 2013 taper tantrum, 2020 COVID drawdown — which makes their returns more credible than a 3-year track record alone.

JPMorgan India Equity Fund - Growth is managed by JPMorgan. It's classified by AMFI under the 'Growth' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, JPMorgan India Equity Fund - Growth has delivered a absolute return of 1.32% — -5.78 pp behind the Growth category average of 7.10%. The fund ranks #180 of 307 in its category — the third (Q3) quartile.

Over the trailing 3-year window, JPMorgan India Equity Fund - Growth has delivered a CAGR of 15.11% — +14.36 pp ahead of the Growth category average of 0.76%. The fund ranks #58 of 264 in its category — the top (Q1) quartile.

Over the trailing 5-year window, JPMorgan India Equity Fund - Growth has delivered a CAGR of 13.84% — +13.82 pp ahead of the Growth category average of 0.02%. The fund ranks #32 of 208 in its category — the top (Q1) quartile.

₹1 lakh invested in JPMorgan India Equity Fund - Growth exactly 5 years ago would be worth approximately ₹191,223 today — a multiplier of 1.91×, based on the 5-year CAGR of 13.84%. The category average over the same window would have grown ₹1 lakh to ₹100,100.

A ₹10,000 monthly SIP in JPMorgan India Equity Fund - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹798,594 today. That's an XIRR (money-weighted annualised return) of 11.36%.

JPMorgan India Equity Fund - Growth doesn't yet have 10 years of NAVs. Over the longest available window (7-year SIP), ₹10,000/month would have grown to ₹1,218,884 — XIRR 10.44%.

On a 5-year basis, JPMorgan India Equity Fund - Growth ranks #32 out of 208 funds in the Growth category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 0.02%; this fund delivered 13.84%.

The worst peak-to-trough decline JPMorgan India Equity Fund - Growth has experienced over the last 5-year window is 19.33% — its NAV fell from a high on 03 Mar 2015 to a low on 29 Feb 2016. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, JPMorgan India Equity Fund - Growth averaged 10.68% (best 22.17%, worst -1.04%). 95% of rolling windows ended positive. The 5-year Sharpe ratio is 0.50 — reasonable risk-adjusted performance.

In calendar year 2015, JPMorgan India Equity Fund - Growth returned 2.53% — beating the Growth category average of -3.94% by 6.47 pp. It ranked #23 of 99 in its category that year.

JPMorgan India Equity Fund - Growth doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. JPMorgan India Equity Fund - Growth is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 19.3%. 5-year CAGR: 13.84%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.