JPMorgan
JPMorgan India Active Bond Fund-Institutional Plan - Dividend Option
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.
Compares up to 8 funds. Click any line in the legend above to hide/show it.
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 | +0.36% | +6.99% | -6.64 | 20 / 763 | Q1 |
| 1W | +0.84% | +6.38% | -5.53 | 38 / 722 | Q1 |
| 2W | +1.95% | +6.63% | -4.68 | 25 / 725 | Q1 |
| 1M | +2.48% | +6.29% | -3.81 | 38 / 752 | Q1 |
| 3M | +4.33% | +7.87% | -3.53 | 39 / 728 | Q1 |
| 6M | +8.11% | +9.67% | -1.56 | 27 / 642 | Q1 |
| YTD | +11.60% | +8.47% | +3.13 | 10 / 666 | Q1 |
| 1Y | +11.84% | +13.70% | -1.86 | 16 / 591 | Q1 |
| 2Y | +10.33% | -5.03% | +15.36 | 16 / 197 | Q1 |
| 3Y | +11.69% | -3.09% | +14.78 | 3 / 140 | Q1 |
| 4Y | +9.67% | +1.62% | +8.05 | 4 / 119 | Q1 |
| 5Y | — | — | — | — | — |
| 7Y | +5.75% | +2.05% | +3.71 | 18 / 64 | Q2 |
| 10Y | — | — | — | — | — |
| Inception | +4.80% | -3.28% | +8.08 | 342 / 797 | 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 | +11.60% | +195.67% | -184.07 | 3 / 38 |
| 2015 | +7.85% | +2.23% | +5.62 | 9 / 65 |
| 2014 | +13.69% | +2.77% | +10.93 | 3 / 82 |
| 2013 | +4.53% | +1.77% | +2.76 | 28 / 101 |
| 2012 | — | — | — | — |
| 2011 | — | — | — | — |
| 2010 | — | — | — | — |
| 2009 | — | — | — | — |
| 2008 | — | — | — | — |
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.
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 | 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.
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 | ₹14.8473 |
| 23 Nov 2016 | ₹14.7947 |
| 22 Nov 2016 | ₹14.7708 |
| 21 Nov 2016 | ₹14.7668 |
| 18 Nov 2016 | ₹14.7088 |
| 17 Nov 2016 | ₹14.7232 |
| 16 Nov 2016 | ₹14.7187 |
| 15 Nov 2016 | ₹14.6375 |
| 11 Nov 2016 | ₹14.5569 |
| 10 Nov 2016 | ₹14.5639 |
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.
- time horizon matches the fund's modified duration — short-duration funds for 1-3 year goals, long-duration for 7+ years
- primary goal is capital preservation or steady accrual, not high growth
- tax slab is moderate — high-slab investors should evaluate post-tax yield against tax-free alternatives (PPF, tax-free bonds)
Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.