Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week+0.15%
1 Month+0.18%
3 Months+1.02%
6 Months+2.39%
1 Year+6.16%
3 Years (CAGR)+6.83%
5 Years (CAGR)+5.73%
10 Years (CAGR)—
Since Inception (May 2018)+5.74%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP+5.32%
3 Year SIP+6.61%
5 Year SIP+6.33%
Since Inception (May 2018)+6.51%
Fund Details
Fund HouseJM Financial Mutual Fund
CategoryLow Duration
Plan Typeregular
Optiongrowth
AUM₹222 Cr
Expense Ratio0.89%
Min SIP₹500
Min Lumpsum₹1,000
Launch Date25 May 2018
AMFI Code143607
Risk Metrics
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Sharpe Ratio
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Alpha
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Beta
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Sortino
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Std Dev
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Max Drawdown
Performance Comparison
Performance Comparison
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Investment Objective
JM Low Duration Fund (Regular) - Growth Option by JM Financial Mutual Fund is a Low Duration 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 Low Duration category.
About This Fund
JM Low Duration Fund (Regular) - Growth Option is a Low Duration mutual fund offered by JM Financial Mutual Fund. The fund has been operational for over 7 years. It manages assets worth ₹222 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 0.89%.
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