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JM Short Term Fund - Growth Option

JM Short Term · Short Duration
Moderate
₹26.44
Current NAV
25 Sep 2020
4.1%
1Y Return
3.4%
3Y CAGR
5.3%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 2.13).
  • Very large asset base (AUM: ₹14,680 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Short Duration mandate.
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.
  • 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
0.63
Sharpe Ratio
1.13
Beta
2.13
Alpha
0.77
Sortino
Fund Details
Fund House JM Short Term
Category Short Duration
AUM ₹14680 Cr
Expense Ratio 1.53%
Min SIP ₹500
Min Lumpsum ₹1000
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