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JM Focused Direct Plan-Growth Return Analysis
Past rolling returns
SIP : This return analysis has always returned more than 8% p.a. for a holding period of 5yrs or more
| Period | Fund Median | Category Avg Median |
|---|---|---|
| Any 1y | 14.98% | 13.88% |
| Any 3y | 16.58% | 17.79% |
| Any 5y | 13.53% | 16.31% |
| Any 7y | 13.36% | 15.16% |
| Any 10y | 15.47% | 14.43% |
| Any 1y | 14.46% | 13.22% |
| Any 3y | 16.92% | 15.97% |
| Any 5y | 14.58% | 15.36% |
| Any 7y | 13.75% | 13.8% |
| Any 10y | 15.52% | 14.57% |
Rolling returns is the best measure of consistency & likelihood of returns. For example, if you see 15% rolling returns for 3yrs, it means that if you pick any 3-year period across the fund's life, the fund is likely to give 15%.