All funds
JM Financial Mutual Fund · Short Duration Fund
JM Short Term Fund (Direct) - Growth Option
₹26.9629NAV 2020-09-25
Direct PlanGrowthSince 2013-01-027.4y historyINF192K01EA7
NAV History
2015-09-28 → 2020-09-25
+31.29%
Returns vs Category
1M
3M
6M
1Y
3Y
5Y
10Y
Fund
+0.7%
+3.5%
+7.1%
+4.4%
+3.7%
+5.6%
-
Risk Metrics
Sharpe
-0.10
Sortino
-0.11
Max DD
-7.6%
Volatility
+3.0%
Best Year
+10.8%
Worst Year
-4.1%
SIP / Lumpsum Calculator
₹
Risk & Portfolio
Avg AUM
-
AUM as of
-
Volatility (annualised)
+3.0%
Max drawdown
-7.6%
Sharpe ratio
-0.10
Sortino ratio
-0.11
Calmar ratio
0.48
Positive months
88%
Best year
+10.8%
Worst year
-4.1%
Peers — Short Duration Fund
ICICI Prudential Short Term Fund - Direct Plan - Growth Option
ICICI Prudential Mutual Fund
+7.6%
3Y
₹14,673 Cr
AUM
0.89
Sharpe
Mahindra Manulife Short Duration Fund - Direct Plan -Growth
Mahindra Manulife Mutual Fund
+7.4%
3Y
₹40 Cr
AUM
-0.45
Sharpe
Axis Short Duration Fund - Direct Plan - Growth Option
Axis Mutual Fund
+7.4%
3Y
₹9,291 Cr
AUM
0.74
Sharpe
Nippon India Short Duration Fund - Direct Plan Growth Plan - Growth Option
Nippon India Mutual Fund
+7.3%
3Y
₹6,027 Cr
AUM
0.73
Sharpe
Aditya Birla Sun Life Short Term Fund - Growth - Direct Plan
Aditya Birla Sun Life Mutual Fund
+7.3%
3Y
₹7,222 Cr
AUM
0.91
Sharpe
HDFC Short Term Debt Fund - Growth Option - Direct Plan
HDFC Mutual Fund
+7.2%
3Y
₹11,821 Cr
AUM
0.72
Sharpe
BANK OF INDIA Short Term Income Fund-Direct Plan- Growth
Bank of India Mutual Fund
+7.2%
3Y
₹152 Cr
AUM
0.01
Sharpe
Bandhan Short Duration Fund - Direct Plan - Growth
Bandhan Mutual Fund
+7.2%
3Y
₹6,759 Cr
AUM
0.54
Sharpe
Returns derived from daily AMFI NAV. Sub-1Y returns are point-to-point; 3Y+ are CAGR. Sharpe and Sortino computed against a 7% annualised risk-free rate (0.07). Past performance does not guarantee future results.