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JM Short Term Fund - Growth Option

JM Short Term · Short Duration
Moderate
₹26.44
Current NAV
25 Sep 2020
21.3%
1Y Return
10.3%
3Y CAGR
11.3%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Exceptional short-term performance with a 1-year return exceeding 20%.
  • 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.
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.
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
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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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