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JM Low Duration Fund (Regular) - Growth Option

JM Low Duration · Low Duration
Low
₹39.22
Current NAV
25 Jun 2026
17.4%
1Y Return
21.4%
3Y CAGR
18.4%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.74).
  • Generates significant excess returns relative to benchmark index (Alpha: 5.74).
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
1.74
Sharpe Ratio
0.74
Beta
5.74
Alpha
1.98
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Fund Details
Fund House JM Low Duration
Category Low Duration
AUM ₹8290 Cr
Expense Ratio 1.14%
Min SIP ₹500
Min Lumpsum ₹1000
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