Should I invest in JM Multi Strategy Fund?

We don't give personal investment advice. JM Multi Strategy Fund - Growth option is suitable for an investor whose:time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a lossrisk tolerance accepts seeing the portfolio fall sharply without panic-sellinggoal isn't capital preservation in the short termCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 24.0%. 5-year CAGR: 15.70%.

JM Financial

JM Multi Strategy Fund - Growth option

Latest NAV

₹93.1193

As of

3 Jun 2026

4,346 NAV records on file

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	-0.23%	+0.05%	-0.29	68 / 75	Q4
1W	-1.84%	-0.62%	-1.21	58 / 74	Q4
2W	-0.55%	-0.08%	-0.47	58 / 73	Q4
1M	-0.52%	+0.11%	-0.63	41 / 72	Q3
3M	+2.37%	+3.35%	-0.98	33 / 71	Q2
6M	-4.51%	+5.50%	-10.01	51 / 71	Q3
YTD	-3.53%	+2.11%	-5.64	49 / 71	Q3
1Y	-2.72%	+14.43%	-17.14	55 / 65	Q4
2Y	-2.36%	+8.46%	-10.83	56 / 61	Q4
3Y	+15.91%	+11.40%	+4.51	14 / 55	Q2
4Y	+17.78%	+10.74%	+7.04	5 / 35	Q1
5Y	+15.70%	+10.52%	+5.19	7 / 33	Q1
7Y	+16.67%	+11.08%	+5.59	3 / 28	Q1
10Y	+16.06%	+10.41%	+5.64	3 / 28	Q1
Inception	+13.50%	+8.97%	+4.53	15 / 75	Q1

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
2026 YTD	-3.53%	-5.78%	+2.25	9 / 27
2025	-7.36%	+2.13%	-9.49	26 / 27
2024	+32.73%	+17.60%	+15.13	2 / 27
2023	+40.10%	+25.30%	+14.80	2 / 27
2022	+7.84%	+0.84%	+7.01	5 / 32
2021	+32.25%	+25.14%	+7.11	13 / 46
2020	+11.25%	+13.07%	-1.82	25 / 50
2019	+16.20%	+4.14%	+12.05	1 / 61
2018	-4.62%	-7.56%	+2.94	14 / 36
2017	+37.10%	+31.98%	+5.12	10 / 36
2016	+9.56%	+1.09%	+8.48	2 / 38

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

+17.55%

204 windows

min -34.7% · max 119.8%

72% positive

3-Year rolling

+14.55%

180 windows

min -9.8% · max 32.3%

86% positive

5-Year rolling

+15.00%

155 windows

min 2.0% · max 28.1%

100% positive

7-Year rolling

+14.41%

131 windows

min 5.8% · max 20.0%

100% positive

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

15.87%

3-year · annualised

Sharpe ratio

0.62

vs risk-free 6.5%

Sortino ratio

1.01

Downside-only deviation

Max drawdown

-24.04%

Sep 2024 → Mar 2026

% positive months

61.1%

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.

Peers in Flexi Cap Fund

Scheme	Fund house	NAV	As of
HDFC Equity Fund - Dividend Option	HDFC	₹69.5210	3 Jun 2026
SBI Magnum Multicap Fund - Dividend Option	SBI	₹46.7401	2 Jun 2026
ICICI Prudential Flexicap Fund - Growth	ICICI Prudential	₹18.7300	3 Jun 2026
Franklin India Prima Plus-Dividend	Franklin Templeton	₹59.4625	3 Jun 2026
Kotak Flexicap Fund - Growth	Kotak	₹82.5560	3 Jun 2026
HSBC India Opportunities Fund - Dividend	HSBC	₹41.1496	3 Jun 2026
Canara Robeco Equity Diversified-Growth	Canara Robeco	₹324.7600	3 Jun 2026
UTI - Equity Fund-Growth Option	UTI	₹293.6969	3 Jun 2026
Birla Sun Life Equity Fund-Plan A(Dividend)	Birla Sun Life	₹158.0200	3 Jun 2026
Escorts Power & Energy Fund - Dividend Option	Escorts	₹75.7334	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹93.1193
2 Jun 2026	₹93.3383
1 Jun 2026	₹92.9377
29 May 2026	₹93.8728
27 May 2026	₹94.8600
26 May 2026	₹94.6886
25 May 2026	₹94.7987
22 May 2026	₹93.6520
21 May 2026	₹93.7761
20 May 2026	₹93.6339

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.

As of 03 Jun 2026, the NAV of JM Multi Strategy Fund - Growth option is ₹93.1193. It's a Flexi Cap Fund from JM Financial, run as a Unknown plan Growth option. NAVs update once per business day from the AMFI feed.

JM Multi Strategy Fund - Growth option has NAV history starting from 25 Sep 2008, a track record of about 17 years 8 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.

JM Multi Strategy Fund - Growth option is managed by JM Financial. It's classified by AMFI under the 'Flexi Cap Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, JM Multi Strategy Fund - Growth option has delivered a absolute return of -2.72% — -17.14 pp behind the Flexi Cap Fund category average of 14.43%. The fund ranks #55 of 65 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, JM Multi Strategy Fund - Growth option has delivered a CAGR of 15.91% — +4.51 pp ahead of the Flexi Cap Fund category average of 11.40%. The fund ranks #14 of 55 in its category — the second (Q2) quartile.

Over the trailing 5-year window, JM Multi Strategy Fund - Growth option has delivered a CAGR of 15.70% — +5.19 pp ahead of the Flexi Cap Fund category average of 10.52%. The fund ranks #7 of 33 in its category — the top (Q1) quartile.

₹1 lakh invested in JM Multi Strategy Fund - Growth option exactly 10 years ago would be worth approximately ₹443,373 today — a multiplier of 4.43×, based on the 10-year CAGR of 16.06%. The category average over the same window would have grown ₹1 lakh to ₹269,323.

A ₹10,000 monthly SIP in JM Multi Strategy Fund - Growth option over the last 5 years — total invested ₹600,000 — would be worth ₹815,517 today. That's an XIRR (money-weighted annualised return) of 12.22%.

A ₹10,000 monthly SIP for 10 years in JM Multi Strategy Fund - Growth option = ₹1,200,000 invested. It would currently be worth ₹2,687,710 (multiplier 2.24×). XIRR: 15.39%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, JM Multi Strategy Fund - Growth option ranks #7 out of 33 funds in the Flexi Cap Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 10.52%; this fund delivered 15.70%.

The worst peak-to-trough decline JM Multi Strategy Fund - Growth option has experienced over the last 5-year window is 24.04% — its NAV fell from a high on 27 Sep 2024 to a low on 31 Mar 2026. 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, JM Multi Strategy Fund - Growth option averaged 15.00% (best 28.08%, worst 2.00%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.61 — reasonable risk-adjusted performance.

In calendar year 2025, JM Multi Strategy Fund - Growth option returned -7.36% — lagging the Flexi Cap Fund category average of 2.13% by 9.49 pp. It ranked #26 of 27 in its category that year.

JM Multi Strategy Fund - Growth option is classified as an Equity fund (at least 65% equity exposure). Tax rules (post Budget 2024): if you hold 12 months or more, gains are Long-Term and taxed at 12.5% on the amount exceeding ₹1.25 lakh per financial year. Held for under 12 months, gains are Short-Term and taxed at 20%. The ₹1.25 L exemption is per PAN per FY across all equity LTCG.

We don't give personal investment advice. JM Multi Strategy Fund - Growth option is suitable for an investor whose:

time horizon is **5+ years** — equity funds can drop 30-50% in bad years; horizons under 5 years materially raise the risk of selling at a loss
risk tolerance accepts seeing the portfolio fall sharply without panic-selling
goal isn't capital preservation in the short term

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 24.0%. 5-year CAGR: 15.70%.

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