Home› Funds› JM Low Duration Fund - Bonus Option - Principal Un

JM Low Duration Fund - Bonus Option - Principal Units

JM Low Duration · Low Duration
Low
₹23.63
Current NAV
25 Jun 2026
17.9%
1Y Return
12.9%
3Y CAGR
18.9%
5Y CAGR
Add to Watchlist
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
  • 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: Low Risk
Low Moderate High Very High
Risk Metrics
0.89
Sharpe Ratio
0.79
Beta
5.39
Alpha
1.06
Sortino
Fund Details
Fund House JM Low Duration
Category Low Duration
AUM ₹21440 Cr
Expense Ratio 1.59%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in Low Duration
HDFC Low Duration Fund - Direct Plan - Daily IDCW
HDFC
₹10.07 31.9%
Invesco India Low Duration Fund - Growth
Invesco
₹4008.65 31.8%
HSBC Low Duration Fund - Direct Growth
HSBC
₹32.24 31.7%
NIPPON INDIA LOW DURATION FUND - DIRECT Plan - WEEKLY IDCW Option
Nippon India
₹1013.61 31.7%