If someone had invested ₹ 1 lakh in JM Value Fund a year ago, this investment would have become ₹ 1.54 lakh. That is, a return of 54.29 percent would have been received.
JM Value Fund is a great example of how it is beneficial to stay invested in mutual funds for a long time. This fund has consistently given great returns in the last 27 years. It is important for investors to understand that the great returns of an MF scheme can be availed only if you stay invested for a long time. Investing for a long period gives you the benefit of compounding interest.
This fund was launched in 1997
JM Value Fund was launched on June 2, 1997. From the inception of the scheme till now, the mutual fund has given a compound annual growth rate (CAGR) return of 17.78 percent, which means that the investment would have grown 8.78 times during this period.
| Year | increased to ₹ 1 lakh | Return (%) |
| 1 | ₹1.54 lakh | 54.29 |
| 3 | ₹2.13 lakh | 28.77 |
| 5 | ₹3.34 lakh | 27.3 |
| 10 | ₹5.64 lakh | 18.89 |
| from the beginning | ₹87.83 lakh | 17.78 |
In this way investors were made rich
As can be seen in the table above, if one had invested ₹1 lakh in JM Value Fund a year ago, this investment would have grown to ₹1.54 lakh. That is, a return of 54.29 percent. If the same ₹1 lakh was invested three years ago, it would have grown to ₹2.13 lakh in a period of three years. If you had stayed invested for half a decade, the same investment of Rs 1 lakh would have grown to Rs 3.34 lakh. An investment of Rs 1 lakh would have grown to Rs 5.64 lakh in a period of 10 years, that is, a return of 18.89 percent. And if you had invested Rs 1 lakh at the time of the launch of the scheme in 1997, your investment would have grown to Rs 87.83 lakh by September 30, 2024, giving you an annual return of 17.78 percent.
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