MF
MFGenie.ai
Dynamic Bondregularidcw

JM Dynamic Bond Fund (Regular)- Premium Plan IDCW

JM Financial Mutual Fund

₹10.2458

0.01 (+0.07%)

NAV as of 16 Mar 2021

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week+0.10%
1 Month-0.25%
3 Months-1.22%
6 Months-0.73%
1 Year-0.17%
3 Years (CAGR)-0.42%
5 Years (CAGR)-0.19%
10 Years (CAGR)-0.03%
Since Inception (Apr 2006)+0.13%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP-1.90%
3 Year SIP-0.75%
5 Year SIP-0.44%
Since Inception (Apr 2006)-0.06%

Fund Details

Fund HouseJM Financial Mutual Fund
CategoryDynamic Bond
Plan Typeregular
Optionidcw
Min SIP₹500
Min Lumpsum₹1,000
Launch Date03 Apr 2006
AMFI Code101807

Risk Metrics

Sharpe Ratio

Alpha

Beta

Sortino

Std Dev

Max Drawdown

Performance Comparison

Performance Comparison

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Investment Objective

JM Dynamic Bond Fund (Regular)- Premium Plan IDCW by JM Financial Mutual Fund is a Dynamic Bond fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Dynamic Bond category.

About This Fund

JM Dynamic Bond Fund (Regular)- Premium Plan IDCW is a Dynamic Bond mutual fund offered by JM Financial Mutual Fund. The fund has been operational for over 20 years.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations