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JM Low Duration Fund - Bonus Option - Principal Units

JM Low Duration · Low Duration
Low
₹24.04
Current NAV
03 Nov 2026
5.3%
1Y Return
6.7%
3Y CAGR
6.0%
5Y CAGR
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NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 5.39).
  • Very large asset base (AUM: ₹21,440 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Low Duration 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: Low Risk
Low Moderate High Very High
Risk Metrics
0.89
Sharpe Ratio
0.79
Beta
5.39
Alpha
1.06
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Fund Details
Fund House JM Low Duration
Category Low Duration
AUM ₹21440 Cr
Expense Ratio 1.59%
Min SIP ₹500
Min Lumpsum ₹1000
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