Ultra Short Durationregularidcw
JM Ultra Short Duration Fund - Fortnightly Dividend
₹10.4216
₹0.00 (+0.01%)
NAV as of 25 Sept 2020
Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week+0.05%
1 Month+0.23%
3 Months+4.50%
6 Months+5.94%
1 Year+5.32%
3 Years (CAGR)+0.58%
5 Years (CAGR)+0.36%
10 Years (CAGR)+0.32%
Since Inception (Oct 2008)+0.34%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP+9.15%
3 Year SIP+1.99%
5 Year SIP+0.99%
Since Inception (Oct 2008)+0.40%
Fund Details
Fund HouseJM Financial Mutual Fund
CategoryUltra Short Duration
Plan Typeregular
Optionidcw
Min SIP₹500
Min Lumpsum₹1,000
Launch Date01 Oct 2008
AMFI Code106101
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 Ultra Short Duration Fund - Fortnightly Dividend by JM Financial Mutual Fund is a Ultra 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 Ultra Short Duration category.
About This Fund
JM Ultra Short Duration Fund - Fortnightly Dividend is a Ultra Short Duration mutual fund offered by JM Financial Mutual Fund. The fund has been operational for over 17 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