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JM Short Duration Fund (Direct) - Growth
★★★★★ monitor_heart Health Score: 54/100 · AverageJM Financial Mutual Fund · Debt · Short Duration
₹13.06
AUM: ₹80 Cr
NAV updated 9 days ago
Plan
Direct
Option
Growth
Risk
Moderate
Expense Ratio
0.39%
Exit Load
Nil
Fund Manager
Gurvinder Singh Wasan
Inception
Aug 2022
Benchmark
CRISIL Short Duration Debt A-II Index
Sharpe Ratio
-0.89
Std Dev (1Y)
1.09%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.58%
3m
+1.6%
6m
+3.04%
1y
+5.28%
3y
+7.21%
5y
+7.48%
10y
+6.59%
since inception
+7.07%
rate_review TopFund's Take on JM Short Duration Fund (Direct) - Growth
JM Short Duration Fund (Direct) - Growth sits in the middle of the pack for Short Duration funds, currently carrying a 2-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 54/100.
Cost: At 0.39%, the expense ratio is roughly in line with the Short Duration category average of 0.37% — cost isn't a standout factor either way for this fund.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.89 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 1.09% is on the lower side, suggesting a comparatively smoother ride.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Debt fund.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
donut_small Sector Allocation
pie_chart Asset Allocation
info Fund Snapshot
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tips_and_updates Tools & Guides for This Fund
Frequently Asked Questions about JM Short Duration Fund (Direct) - Growth
The current NAV (Net Asset Value) of JM Short Duration Fund (Direct) - Growth is ₹13.06. NAV is updated every business day after market close by AMFI.
1Y: 5.28% · 3Y CAGR: 7.21% · 5Y CAGR: 7.48%
The expense ratio is 0.39% per annum — the annual fee deducted from your investment to cover fund management costs.
JM Short Duration Fund (Direct) - Growth is managed by Gurvinder Singh Wasan at JM Financial Mutual Fund.
JM Short Duration Fund (Direct) - Growth is a Moderate risk fund. Suitable for investors with a moderate risk appetite.
JM Short Duration Fund (Direct) - Growth is a Short Duration fund. SIP suitability depends on your investment goal and risk profile.
The Assets Under Management (AUM) of JM Short Duration Fund (Direct) - Growth is ₹80 crore as of the latest data.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.