Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-0.07%
1 Month-0.42%
3 Months+0.33%
6 Months+1.50%
1 Year+5.25%
3 Years (CAGR)+6.36%
5 Years (CAGR)—
10 Years (CAGR)—
Since Inception (Sept 2022)+6.11%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP+3.61%
3 Year SIP+5.98%
5 Year SIP—
Since Inception (Sept 2022)+6.06%
Fund Details
Fund HouseJM Financial Mutual Fund
CategoryShort Duration
Plan Typeregular
Optiongrowth
AUM₹201 Cr
Expense Ratio0.72%
Min SIP₹500
Min Lumpsum₹1,000
Launch Date01 Sept 2022
AMFI Code150542
Risk Metrics
—
Sharpe Ratio
—
Alpha
—
Beta
—
Sortino
—
Std Dev
—
Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
JM Short Duration Fund (Regular) - Growth by JM Financial Mutual Fund is a Short 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 Short Duration category.
About This Fund
JM Short Duration Fund (Regular) - Growth is a Short Duration mutual fund offered by JM Financial Mutual Fund. The fund has been operational for over 3 years. It manages assets worth ₹201 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 0.72%.
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