JM Value Fund (Direct) — Rolling Returns & Performance Analysis
JM Value Fund (Direct) (Direct Plan) is a Value Fund from JM Value Mutual Fund — a fund that follows a value-investing strategy. This page analyses its rolling returns, long-term performance and return consistency using its full NAV history (AMFI scheme code 120486).
Most sites show JM Value Fund (Direct)'s return for a single hand-picked period, which can make almost any fund look good or bad depending on the dates chosen. This tool instead tests JM Value Fund (Direct) across every possible entry date, so you can see how it would have performed no matter when you invested — the honest way to judge a value fund.
JM Value Fund (Direct) rolling returns explained
Each point on the chart is JM Value Fund (Direct)'s annualised CAGR for a holding period (1M to 10Y) ending on that date. The statistics show the best, worst, median and average return, plus how often the fund ended positive — a direct measure of consistency.
Frequently asked questions
What are the rolling returns of JM Value Fund (Direct)?
Rolling returns for JM Value Fund (Direct) measure its annualised return (CAGR) for every possible entry date across its history — not just one flattering period. The interactive chart shows its 1-year, 3-year, 5-year, 7-year and 10-year rolling returns, with the best, worst, median and average outcome for each window.
Is JM Value Fund (Direct) a consistent performer?
Judge consistency by the share of positive periods and the gap between the best and worst rolling return. A high share of positive periods and a narrow range mean JM Value Fund (Direct) delivered more reliably regardless of when you invested.
What is the 5-year return of JM Value Fund (Direct)?
Rather than one 5-year number that depends on the start date, this tool shows the full range of 5-year returns JM Value Fund (Direct) has delivered across every historical starting point — its best, worst, median and average 5-year CAGR.
How is JM Value Fund (Direct)'s performance calculated?
Returns are computed from JM Value Fund (Direct)'s official daily NAV history from AMFI via mfapi.in. Windows of one year or more show annualised CAGR; 1-month, 3-month and 6-month windows show absolute return.