DebtDynamic BondDirect · Growth
JM Dynamic Bond Fund - (Direct) - Growth Option
JM Financial · Scheme 120435
₹46.55▼ 0.06%NAV · 2026-09-18
Decent FundScore
AUM
₹53 cr
Expense ratio
0.43%
3Y CAGR
7.0%
Risk level
Low
Min SIP
₹100
Benchmark
CRISIL Dynamic Bond Index
Fund manager: Shalini TibrewalaExit load: Nil
Decent · 61/100
A solid option with a few areas worth a closer look.
🎯 Suited to short-to-medium horizons and investors wanting stability over growth.
📈 Why it could do well
- ✓Protects capital well — worst-ever fall was only 3%.
- ✓Low volatility (1% a year) — a steady, low-drama ride.
- ✓Low cost — 0.43% expense ratio means more of the return stays with you.
- ✓Positive 3Y windows: 100% of rolling 3Y windows positive
📉 What could drag it down
- •3Y CAGR: +7.0%
- •5Y CAGR: +6.1%
FundScore breakdown
61/100 · Decent
Returns
Weak
Consistency
Strong
Risk-adjusted
Average
Downside protection
Excellent
Cost efficiency
Strong
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.