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Funds

Every scheme with a disclosed portfolio: its NAV, returns, size and cost, and every measure we derive from the disclosures — each one something you can order the list by, and each one shown in its own units when you do.

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Three ranges, and only three: what a fund costs, how big it is, and how long the person running it has been there. There is no range over a fund's record, because filtering on a record builds a shortlist of past winners — and our own testing found that shortlist does not predict the next three years. A fund with no expense or tenure on file is excluded by those two, never silently included.

80 funds

ordered by size · names starting with J · showing 51–80

FundCategory NAV1 yr3 yrs p.a.AssetsExpense, Direct How often it beat its category
JPMorgan ASEAN Equity Off-shore Fundno recent NAV
UNKNOWN
Uncategorised ₹16.76
24 Nov 2016
11.2% ₹75 Cr not measured
JPMorgan India Fixed Maturity Plan - Series 40no recent NAV
UNKNOWN
Uncategorised ₹12.33
24 Nov 2016
9.0% ₹65 Cr not measured
JPMorgan India Economic Resurgence Fundno recent NAV
UNKNOWN
Uncategorised ₹9.96
24 Nov 2016
0.7% ₹63 Cr not measured
JPMorgan India Fixed Maturity Plan - Series 20no recent NAV
UNKNOWN
Uncategorised ₹13.82
24 Nov 2016
9.3% ₹55 Cr not measured
JPMorgan Europe Dynamic Equity Offshore Fundno recent NAV
UNKNOWN
Uncategorised ₹9.74
24 Nov 2016
−7.1% ₹53 Cr not measured
JPMorgan Greater China Equity Off-shore Fundno recent NAV
UNKNOWN
Uncategorised ₹20.68
24 Nov 2016
4.8% ₹52 Cr not measured
JPMorgan India Fixed Maturity Plan - Series 23no recent NAV
UNKNOWN
Uncategorised ₹13.06
2 Sep 2016
7.4% ₹40 Cr not measured
JPMorgan India Fixed Maturity Plan - Series 22no recent NAV
UNKNOWN
Uncategorised ₹13.02
2 Sep 2016
7.2% ₹37 Cr not measured
JPMorgan India Fixed Maturity Plan - Series 38no recent NAV
UNKNOWN
Uncategorised ₹13.04
24 Nov 2016
10.2% ₹37 Cr not measured
JM Money Manager Fund - Super Planno recent NAV
JM Financial Asset Management Limited
Uncategorised ₹25.10
24 May 2018
6.5% 7.4% ₹35 Cr not measured
JM Ultra Short Duration Fundno recent NAV
JM Financial Asset Management Limited
Ultra Short Duration ₹27.59
25 Sep 2020
6.3% 4.8% ₹30 Cr 0.47%
Regular 0.97%
beat peers in 49% of 3-yr windows37 windows
JPMorgan India Short Term Income Fundno recent NAV
UNKNOWN
Uncategorised ₹14.67
24 Nov 2016
7.7% ₹29 Cr not measured
JPMorgan India Fixed Maturity Plan - Sr 37no recent NAV
UNKNOWN
Uncategorised ₹12.58
24 Nov 2016
7.8% ₹26 Cr not measured
JPMorgan India Liquid Fund - Super Institutional Planno recent NAV
UNKNOWN
Uncategorised ₹20.36
24 Nov 2016
6.9% ₹25 Cr not measured
JM Money Market Fundno recent NAV
JM Financial Asset Management Limited
Money Market ₹28.75
25 Sep 2020
4.2% ₹23 Cr 0.27%
Regular 0.47%
not measured
JPMorgan India Treasury Fundno recent NAV
UNKNOWN
Uncategorised ₹19.02
24 Nov 2016
7.4% ₹22 Cr not measured
JPMorgan India Tax Advantage Fundno recent NAV
UNKNOWN
Uncategorised ₹31.51
24 Nov 2016
0.2% ₹13 Cr not measured
JM G-Sec Fundno recent NAV
JM Financial Asset Management Limited
Gilt ₹63.75
7 Sep 2019
12.8% 7.1% ₹11 Cr 0.98%
Regular 1.73%
beat peers in 0% of 3-yr windows25 windows — thin record
JPMorgan India Treasury Fund - Super Institutional Planno recent NAV
UNKNOWN
Uncategorised ₹18.95
24 Nov 2016
7.4% ₹8 Cr not measured
JPMorgan India Short Term Income Fund - Segregated Assetno recent NAV
UNKNOWN
Uncategorised ₹11.77
11 Nov 2016
17.0% ₹8 Cr not measured
JPMorgan Emerging Markets Opportunities Equity Offshore Fundno recent NAV
UNKNOWN
Uncategorised ₹9.48
24 Nov 2016
6.5% ₹5 Cr not measured
JM MIP FUNDno recent NAV
JM Financial Asset Management Limited
Uncategorised ₹25.78
28 Apr 2017
7.2% ₹1 Cr not measured
JPMorgan India Hybrid Fund - Series 2no recent NAV
UNKNOWN
Uncategorised ₹13.56
5 Apr 2016
−2.1% ₹1 Cr not measured
JPMorgan India Treasury Fund - Segregated Assetno recent NAV
UNKNOWN
Uncategorised ₹11.78
11 Nov 2016
17.1% ₹1 Cr not measured
JM Floater Short Term Fundno recent NAV
JM Financial Asset Management Limited
Uncategorised ₹24.64
27 Apr 2017
6.0% ₹0 Cr not measured
JM High Liquidity Fund-Super Institutional Planno recent NAV
UNKNOWN
Uncategorised ₹0 Cr not measured
JM Emerging Leaders Fundno recent NAV
JM Financial Asset Management Limited
Growth not measured
JM FMF SERIES II - YEARLYno recent NAV
JM Financial Asset Management Limited
Income not measured
JM Fixed Maturity Plan. - QSA4no recent NAV
JM Financial Asset Management Limited
Income not measured
JioBlackRock Balanced Advantage Fundno recent NAV
Jio BlackRock Asset Management Private Limited
Dynamic Asset Allocation or Balanced Advantage not measured

NAV is the growth class, Direct plan where one exists; returns are CAGR to the build's NAV date. How often it beat its category is the share of rolling three-year stretches in which the fund beat its category median; a full record needs 36 windows, and a thinner one is greyed. Funds without that measurement sort last, never first; a fund with no NAV in the last 45 days — wound up, merged or dormant — sorts last of all and is marked. On a phone the table keeps three columns — the fund, its size and the measure you ordered by; category, NAV, both returns and the expense ratio are dropped rather than pushed off the right-hand edge, because an ordering you cannot see is worth nothing.