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JM Low Duration Fund (Regular) - Weekly IDCW

JM Low Duration · Low Duration
Low
₹11.43
Current NAV
25 Jun 2026
21.5%
1Y Return
9.5%
3Y CAGR
11.5%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • Professionally managed by an established fund house with experienced fund managers.
  • 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
0.55
Sharpe Ratio
0.75
Beta
0.55
Alpha
0.63
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Fund Details
Fund House JM Low Duration
Category Low Duration
AUM ₹9600 Cr
Expense Ratio 1.15%
Min SIP ₹500
Min Lumpsum ₹1000
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