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JM Low Duration Fund (Direct) - Growth

JM Low Duration · Low Duration
Low
₹40.49
Current NAV
25 Jun 2026
19.6%
1Y Return
9.6%
3Y CAGR
20.6%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.16%.
  • Generates significant excess returns relative to benchmark index (Alpha: 4.56).
  • Well-diversified portfolio aligned with the Low Duration mandate.
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.
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
0.56
Sharpe Ratio
0.76
Beta
4.56
Alpha
0.65
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Fund Details
Fund House JM Low Duration
Category Low Duration
AUM ₹4610 Cr
Expense Ratio 0.16%
Min SIP ₹500
Min Lumpsum ₹1000
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