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JM Low Duration Fund (Regular) - Fortnightly IDCW

JM Low Duration · Low Duration
Low
₹11.08
Current NAV
03 Nov 2026
-0.2%
1Y Return
-0.1%
3Y CAGR
-0.0%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.85%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.25).
  • Generates significant excess returns relative to benchmark index (Alpha: 6.25).
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
1.25
Sharpe Ratio
0.85
Beta
6.25
Alpha
1.56
Sortino
Fund Details
Fund House JM Low Duration
Category Low Duration
AUM ₹9800 Cr
Expense Ratio 0.85%
Min SIP ₹500
Min Lumpsum ₹1000
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