JM Flexicap Fund
Direct · Growth ₹108.36
12 Jun 2026
NAV
19.0%
3Y CAGR
18.0%
5Y CAGR
18.6%
10Y CAGR
18.5%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
7.70
Sharpe
-35.0%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.92 L | 22.0% | -50.6% | 95.6% |
| 3 Years | ₹36.00 L | ₹47.25 L | 18.8% | -16.4% | 46.2% |
| 5 Years | ₹60.00 L | ₹92.74 L | 18.3% | -3.5% | 36.9% |
| 7 Years | ₹84.00 L | ₹1.55 Cr | 18.3% | 3.3% | 29.3% |
| 10 Years | ₹1.20 Cr | ₹3.29 Cr | 19.4% | 15.0% | 24.2% |
| 12 Years | ₹1.44 Cr | ₹4.81 Cr | 18.7% | 15.1% | 22.3% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 22.0% | 14.5% | 16.0% | +7.5% |
| 3 Years | 18.8% | 11.2% | 15.4% | +7.6% |
| 5 Years | 18.3% | 10.4% | 16.0% | +7.9% |
| 7 Years | 18.3% | 10.6% | 15.6% | +7.7% |
| 10 Years | 19.4% | 11.5% | 16.2% | +7.9% |
| 12 Years | 18.7% | 11.4% | 15.5% | +7.3% |