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JM Short Term Fund (Direct) - Growth Option

Category: Debt: Short Duration
Launch Date: 01-01-2013
Asset Class: Fixed Interest
Benchmark: Crisil Short Term Bond Fund Index
Expense Ratio: 0.85% As on (30-09-2018)
Status: Open Ended Schemes(Income) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 12.08 Cr As on (28-02-2019)
Turn over: -
NAV as on


CAGR Since Inception


PERFORMANCE of JM Short Term Fund (Direct) - Growth Option

Scheme Performance (%)

Data as on - 20-03-2019

Yearly Performance (%)

Fund Managers

Mr. Vikas Agrawal

Mr. Agarwal is a B.Com and PGDBM (Finance) He has been associated with JM Financials since 2011.

Investment Objective

The scheme aims to generate regular returns & high liquidity with low risk strategy and capital appreciation through investments in debt & money market instruments with varied yields and maturity profiles.

RETURNS CALCULATOR for JM Short Term Fund (Direct) - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.



Key Performance and Risk Statistics of JM Short Term Fund (Direct) - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
JM Short Term Fund (Direct) - Growth Option 2.0 2.67 3.63 0.53 7.25 3.98
Debt: Short Duration

PEER COMPARISION of JM Short Term Fund (Direct) - Growth Option

Data as on - 20-03-2019
Scheme Name Launch
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PORTFOLIO ANALYSIS of JM Short Term Fund (Direct) - Growth Option

Asset Allocation (%)

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