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JM Ultra Short Duration Fund - Growth option

JM Ultra Short Duration · Ultra Short Duration
Low
₹26.72
Current NAV
25 Sep 2020
21.8%
1Y Return
9.8%
3Y CAGR
11.8%
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: 6.58).
  • Very large asset base (AUM: ₹22,630 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Higher expense ratio (1.98%) which can affect compounding over long horizons.
  • 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: Low Risk
Low Moderate High Very High
Risk Metrics
0.58
Sharpe Ratio
0.78
Beta
6.58
Alpha
0.68
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Fund Details
Fund House JM Ultra Short Duration
Category Ultra Short Duration
AUM ₹22630 Cr
Expense Ratio 1.98%
Min SIP ₹500
Min Lumpsum ₹1000
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