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JM Dynamic Bond Fund (Regular) - Growth Option

JM Dynamic Bond · Dynamic Bond
Moderate
₹43.26
Current NAV
03 Nov 2026
2.3%
1Y Return
6.1%
3Y CAGR
5.5%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.43).
  • Very large asset base (AUM: ₹23,980 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Dynamic Bond mandate.
Cons / Risks
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
1.43
Sharpe Ratio
0.73
Beta
0.93
Alpha
1.62
Sortino
Fund Details
Fund House JM Dynamic Bond
Category Dynamic Bond
AUM ₹23980 Cr
Expense Ratio 1.53%
Min SIP ₹500
Min Lumpsum ₹1000
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