What is the current NAV of JM Short Duration Fund (Regular) - Growth?

The current NAV (Net Asset Value) of JM Short Duration Fund (Regular) - Growth is ₹12.66. NAV is updated every business day after market close by AMFI.

What is the 1-year return of JM Short Duration Fund (Regular) - Growth?

JM Short Duration Fund (Regular) - Growth has delivered a 1-year CAGR return of 4.53% as of the latest data.

What is the 3-year CAGR of JM Short Duration Fund (Regular) - Growth?

JM Short Duration Fund (Regular) - Growth has delivered a 3-year CAGR return of 6.41%. This measures compounded annual growth over 3 years.

What is the expense ratio of JM Short Duration Fund (Regular) - Growth?

Expense ratio data for JM Short Duration Fund (Regular) - Growth is not yet available.

Who manages JM Short Duration Fund (Regular) - Growth?

JM Short Duration Fund (Regular) - Growth is managed by JM Financial Mutual Fund.

What is the risk level of JM Short Duration Fund (Regular) - Growth?

JM Short Duration Fund (Regular) - Growth is classified as a Moderate risk fund. It is suitable for investors with a moderate risk appetite.

What is the minimum SIP amount for JM Short Duration Fund (Regular) - Growth?

You can start a SIP in JM Short Duration Fund (Regular) - Growth with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.

info

Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.

JM Short Duration Fund (Regular) - Growth

★★★★★ monitor_heart Health Score: 30/100 · Weak

JM Financial Mutual Fund · Debt · Short Duration Fund

₹12.66

+0.0 (+0.01%) trending_up

AUM: —

NAV updated 10 days ago

compare_arrows Compare

Plan

Regular

Option

Growth

Risk

Moderate

Expense Ratio

—

Exit Load

—

Fund Manager

—

Inception

—

Benchmark

—

Sharpe Ratio

-1.62

Std Dev (1Y)

1.09%

Historical Returns (CAGR)

Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.

+0.52%

+1.42%

+2.67%

+4.53%

+6.41%

—

10y

—

since inception

+6.24%

rate_review TopFund's Take on JM Short Duration Fund (Regular) - Growth

JM Short Duration Fund (Regular) - Growth lags behind most of its peers in the Short Duration Fund category, currently carrying a 1-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 30/100.

Cost: Expense ratio data for this fund isn't available yet.

Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -1.62 — 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.