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JM Short Term Fund (Direct) - Daily Dividend Option

JM Short Term · Short Duration
Moderate
₹14.60
Current NAV
25 Sep 2020
4.4%
1Y Return
3.7%
3Y CAGR
5.7%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.11%.
  • Generates significant excess returns relative to benchmark index (Alpha: 2.61).
  • Very large asset base (AUM: ₹17,660 Cr) indicating high investor trust and liquidity.
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: Moderate Risk
Low Moderate High Very High
Risk Metrics
1.11
Sharpe Ratio
0.41
Beta
2.61
Alpha
1.23
Sortino
Fund Details
Fund House JM Short Term
Category Short Duration
AUM ₹17660 Cr
Expense Ratio 0.11%
Min SIP ₹500
Min Lumpsum ₹1000
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