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JM Dynamic Bond Fund (Regular) - Growth Option

JM Dynamic Bond · Dynamic Bond
Moderate
₹43.08
Current NAV
25 Jun 2026
23.3%
1Y Return
18.3%
3Y CAGR
13.3%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.43).
  • Very large asset base (AUM: ₹23,980 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Returns are subject to standard market fluctuations and interest rate risks.
  • No indexation benefits under current tax laws for short holding periods.
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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