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JM Short Duration Fund (Regular) - Growth

JM Short Duration · Short Duration
Moderate
₹12.62
Current NAV
25 Jun 2026
21.9%
1Y Return
16.9%
3Y CAGR
11.9%
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: 1.29).
  • Well-diversified portfolio aligned with the Short 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: Moderate Risk
Low Moderate High Very High
Risk Metrics
1.29
Sharpe Ratio
0.59
Beta
0.79
Alpha
1.66
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Fund Details
Fund House JM Short Duration
Category Short Duration
AUM ₹7840 Cr
Expense Ratio 1.79%
Min SIP ₹500
Min Lumpsum ₹1000
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