Ultra Short Durationregulargrowth
JM Ultra Short Duration Fund - Growth option
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)+4.23%
5 Years (CAGR)+5.74%
10 Years (CAGR)+7.53%
Since Inception (Sept 2006)+7.27%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP+9.15%
3 Year SIP+4.26%
5 Year SIP+4.82%
Since Inception (Sept 2006)+6.97%
Fund Details
Fund HouseJM Financial Mutual Fund
CategoryUltra Short Duration
Plan Typeregular
Optiongrowth
AUM₹1,907 Cr
Expense Ratio1.43%
Min SIP₹500
Min Lumpsum₹1,000
Launch Date28 Sept 2006
AMFI Code104271
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 Ultra Short Duration Fund - Growth option 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 - Growth option is a Ultra Short Duration mutual fund offered by JM Financial Mutual Fund. The fund has been operational for over 19 years. It manages assets worth ₹1,907 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 1.43%.
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