MonitorPlan n/a · Option n/a
JM Money Market Fund
JM Financial Mutual FundDebt Scheme - Money Market Fund8.3 years
- NAV
- 10.3279
- 25 Sept 2020
- 1Y
- -0.0%
- Trailing CAGR
- AUM
- ₹7,000
- 30 Sept 2020
- Volatility
- Low
- 1.2% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y-0.0%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- SI-0.0%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-0.0%
- 3Yn/a
- 5Yn/a
- 10Yn/a
- Since inception
- -0.0%
- Calendar-day CAGR
- Excess 1Y
- n/a
- Category median, same plan and option
- 3Y win rate
- n/a
- Windows beating the median
- 3Y percentile
- n/a
- Vs comparable share classes
- Worst rolling 3Y
- n/a
- 0 daily-ending windows
- Median rolling 3Y
- n/a
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- n/a
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 40 days
- 3 recovered episodes
- Longest recovery
- 97 days
- Trough to prior peak
- Current spell
- 542 days
- Days below latest peak
- Time below peak
- +99%
- NAV observations
2 Apr 2019 – open
Trough 14 May 2019 · not recovered
-0.3%
25 Jun 2018 – 2 Apr 2019
Trough 26 Dec 2018 · recovered in 97 days
-0.3%
11 Jun 2018 – 25 Jun 2018
Trough 12 Jun 2018 · recovered in 13 days
-0.3%
28 May 2018 – 7 Jun 2018
Trough 29 May 2018 · recovered in 9 days
-0.2%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
22
Vs category
n/a
Consistency
n/a
Risk-adjusted
0
Drawdown
99
Mean
41
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 25 Sept 2020
Monitor
Engine status
Monitor
Recent evidence
Why this status
- Risk-adjusted return (Sharpe) is negative over the available daily history.
Supporting reads
- Peak-to-trough drawdown has stayed shallower than 15%.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Bank of India Money Market Fund
Bank of India Mutual Fund
- 1Y
- +6.7%
- 3Y
- n/a
- Vol
- 0.5%
- Max DD
- -0.2%
- Sharpe
- 3.77
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher trailing returns
LIC MF Money Market Fund
LIC Mutual Fund
- 1Y
- +6.7%
- 3Y
- +6.8%
- Vol
- 0.4%
- Max DD
- -0.1%
- Sharpe
- 3.89
- 3Y win
- 0%
- Lower volatility
- Shallower drawdown
- Higher trailing returns
TRUSTMF Money Market Fund
Trust Mutual Fund
- 1Y
- +6.5%
- 3Y
- +7.2%
- Vol
- 0.4%
- Max DD
- -0.1%
- Sharpe
- 5.02
- 3Y win
- 0%
- Lower volatility
- Shallower drawdown
- Higher trailing returns
Union Money Market Fund
Union Mutual Fund
- 1Y
- +6.8%
- 3Y
- +7.2%
- Vol
- 0.3%
- Max DD
- -0.1%
- Sharpe
- 3.55
- 3Y win
- 0%
- Lower volatility
- Shallower drawdown
- Higher trailing returns
Bandhan Money Market Fund
Bandhan Mutual Fund
- 1Y
- +6.7%
- 3Y
- +7.4%
- Vol
- 0.6%
- Max DD
- -1.3%
- Sharpe
- 3.30
- 3Y win
- +36%
- Lower volatility
- Higher trailing returns
Caveat: Deeper drawdown