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JM Short Term Fund (Direct) - Dividend Option

JM Short Term · Short Duration
Moderate
₹10.68
Current NAV
25 Sep 2020
4.4%
1Y Return
0.3%
3Y CAGR
0.2%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.48%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.48).
  • Generates significant excess returns relative to benchmark index (Alpha: 6.48).
  • Very large asset base (AUM: ₹23,530 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
1.48
Sharpe Ratio
1.08
Beta
6.48
Alpha
1.75
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Fund Details
Fund House JM Short Term
Category Short Duration
AUM ₹23530 Cr
Expense Ratio 0.48%
Min SIP ₹500
Min Lumpsum ₹1000
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