0P0001BARL.BO - JM Large Cap Fund Dividend Reinvestment

BSE - BSE Delayed Price. Currency in INR

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.82%
5-Year Average Return9.02%
Number of Years Up21
Number of Years Down6
Best 1 Yr Total Return (Jun 7, 2023)60.38%
Worst 1 Yr Total Return (Jun 7, 2023)N/A
Best 3-Yr Total Return60.38%
Worst 3-Yr Total Return-11.30%

Trailing Returns (%) Vs. Benchmarks

Return0P0001BARL.BOCategory
YTD3.82%0.00%
1-Month4.39%0.00%
3-Month5.16%0.00%
1-Year16.74%0.00%
3-Year17.95%0.00%
5-Year9.02%0.00%
10-Year10.94%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0001BARL.BOCategory
2023
N/AN/A
2022
3.40%N/A
2021
23.20%N/A
2020
12.43%N/A
2019
2.84%N/A
2018
0.76%N/A
2017
20.86%N/A
2016
1.82%N/A
2015
-1.26%N/A
2014
45.48%N/A
2013
1.69%N/A
2012
29.50%N/A
2011
-30.99%N/A
2010
12.96%N/A
2009
60.38%N/A
2008
-61.48%N/A
2007
46.70%N/A
2006
44.18%N/A
2005
53.51%N/A
2004
13.72%N/A
2003
107.08%N/A
2002
10.13%N/A
2001
-28.04%N/A
2000
-29.41%N/A
1999
94.02%N/A
1998
-3.20%N/A
1997
17.97%N/A
1996
0.71%N/A
1995
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2023-3.80%N/AN/AN/A
2022-0.92%-9.73%9.90%5.21%
20212.89%6.27%11.17%1.35%
2020-16.07%9.09%6.19%15.63%
20192.12%0.60%-0.40%0.51%
2018-2.76%2.82%1.15%-0.37%
20179.47%3.34%2.03%4.72%
2016-2.49%6.13%2.70%-4.20%
20156.18%-1.54%-4.80%-0.79%
20147.14%18.29%8.10%6.19%
2013-6.28%4.28%-5.34%9.91%
201218.01%-2.55%8.26%4.01%
2011-8.01%-3.38%-14.04%-9.68%
2010-1.38%3.94%9.25%0.87%
2009-9.26%57.61%13.46%-1.16%
2008-30.99%-18.10%-6.05%-27.47%
2007-16.16%23.01%18.67%19.86%
200620.38%-8.08%14.20%14.10%
20054.50%13.25%21.98%6.33%
2004-4.21%-13.56%16.56%17.82%
2003-2.81%20.50%27.48%38.71%
20025.49%2.67%-9.22%12.02%
2001-22.57%0.92%-15.93%9.55%
20002.31%-14.11%-12.03%-8.69%
199940.18%-8.78%12.20%35.23%
19983.53%-8.46%4.96%-2.69%
19975.12%15.16%0.98%-3.50%
199614.17%1.87%-10.32%-3.44%
1995-0.31%-2.47%N/AN/A

Rank In Category (By Total Return)

YTD62
1-Month95
3-Month99
1-Year54
3-Year97
5-Year85

Load Adjusted Returns

1-Year6.69%
3-Year16.90%
5-Year8.13%
10-Year10.33%