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JM Short Term Fund - Dividend Option

JM Short Term · Short Duration
Moderate
₹10.60
Current NAV
25 Sep 2020
4.1%
1Y Return
0.2%
3Y CAGR
0.1%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.84%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.94).
  • Very large asset base (AUM: ₹18,990 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
1.94
Sharpe Ratio
1.24
Beta
1.44
Alpha
2.60
Sortino
Fund Details
Fund House JM Short Term
Category Short Duration
AUM ₹18990 Cr
Expense Ratio 0.84%
Min SIP ₹500
Min Lumpsum ₹1000
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