Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week+0.10%
1 Month+0.63%
3 Months+3.48%
6 Months+6.29%
1 Year+4.13%
3 Years (CAGR)+3.41%
5 Years (CAGR)+5.34%
10 Years (CAGR)+7.05%
Since Inception (Apr 2006)+5.72%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP+9.27%
3 Year SIP+3.69%
5 Year SIP+4.29%
Since Inception (Apr 2006)+6.50%
Fund Details
Fund HouseJM Financial Mutual Fund
CategoryShort Duration
Plan Typeregular
Optiongrowth
Min SIP₹500
Min Lumpsum₹1,000
Launch Date03 Apr 2006
AMFI Code101521
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
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
JM Short Term Fund - Growth Option 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 Term Fund - Growth Option is a Short Duration 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