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JM Low Duration Fund (Regular) - Daily IDCW

JM Low Duration · Low Duration
Low
₹10.82
Current NAV
03 Nov 2026
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1Y Return
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3Y CAGR
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5Y CAGR
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NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.80).
  • Professionally managed by an established fund house with experienced fund managers.
  • 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
1.80
Sharpe Ratio
0.80
Beta
1.80
Alpha
2.16
Sortino
Fund Details
Fund House JM Low Duration
Category Low Duration
AUM ₹4850 Cr
Expense Ratio 1.60%
Min SIP ₹500
Min Lumpsum ₹1000
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