DebtShort Duration FundDirect · Growth
JM Short Term Fund (Direct) - Growth Option
JM Financial · Scheme 120471
₹26.96▲ 0.02%NAV · 2026-08-05
Decent FundScore
AUM
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Expense ratio
—
3Y CAGR
3.7%
Risk level
Low to Moderate
Min SIP
—
Benchmark
CRISIL Short Duration Debt Index
NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +0.65% |
| 3 Months | +3.55% |
| 6 Months | +6.42% |
| 1 Year | +4.39% |
| 3 Years (CAGR) | +3.67% |
| 5 Years (CAGR) | +5.61% |
| 10 Years (CAGR) | — |
| Since Launch | +6.59% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns12
Consistency87
Risk-adjusted25
Downside protection100
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓ Return stability: rolling-return std 2.2%
- ✓ Volatility: 3% annualised
- ✓ Max drawdown: -8%
- ✓ Direct plan: no distributor commission
What to watch
- • 3Y CAGR: +3.7%
- • 3Y CAGR vs category: -3.9% vs category avg
- • Sharpe ratio: 0.07
- • Sortino ratio: 0.04
Risk metrics
Sharpe ratio
0.07
Sortino ratio
0.04
Volatility
3.03%
Max drawdown
-7.62%
Downside capture
—
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.