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JM Short Term Fund - Regular Plan - Dividend Option

JM Short Term · Short Duration
Moderate
₹11.67
Current NAV
25 Sep 2020
4.1%
1Y Return
0.2%
3Y CAGR
0.1%
5Y CAGR
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NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 6.12).
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Short Duration mandate.
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
1.12
Sharpe Ratio
0.72
Beta
6.12
Alpha
1.25
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Fund Details
Fund House JM Short Term
Category Short Duration
AUM ₹2670 Cr
Expense Ratio 1.12%
Min SIP ₹500
Min Lumpsum ₹1000
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