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JM Short Term Fund - Growth Option

Category: Debt: Short Duration
Launch Date: 04-04-2003
Asset Class: Fixed Interest
Benchmark: Crisil Short Term Bond Fund Index
Expense Ratio: 0.88% As on (31-03-2018)
Status: Open Ended Schemes(Debt Scheme - Short Duration Fund) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 16.14 Cr As on (31-08-2018)
Turn over: -
NAV as on 19-10-2018

25.0993

0.01 (0.0299%)

CAGR Since Inception

6.09%

PERFORMANCE of JM Short Term Fund - Growth Option

Scheme Performance (%)

Data as on - 19-10-2018

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 - 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.

Riskometer

riskometer

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

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
JM Short Term Fund - Growth Option 2.0 2.53 3.35 0.53 7.25 3.98
Debt: Short Duration - - - - - -

PEER COMPARISION of JM Short Term Fund - Growth Option

Period
Data as on - 19-10-2018
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
JM Short Term Fund - Growth Option 04-04-2003 4.69 5.6 6.83 7.62 8.51
Franklin India Short-Term Income Plan-Growth 31-01-2002 6.11 7.93 7.93 9.0 9.23
Baroda Pioneer Short Term Bond Fund - Plan A - Growth Option 30-06-2010 5.82 6.95 7.8 8.38 0.0
Indiabulls Short Term Fund - Regular Plan - Growth Option 13-09-2013 5.59 6.29 7.12 7.84 0.0
HDFC Short Term Debt Fund - Growth Option 25-06-2010 5.45 6.43 7.3 8.33 0.0
BNP PARIBAS Short Term Fund-Regular Plan-Growth Option 13-09-2004 4.93 5.87 7.01 7.86 7.83
Union Short Term Fund - Growth Option 24-04-2012 4.85 5.47 6.05 7.18 0.0
BNP PARIBAS SHORT TERM FUND GROWTH OPTION 13-09-2004 4.83 5.81 6.87 7.78 4.96
BOI AXA Short Term Income Fund-Regular Plan- Growth 18-12-2008 4.75 6.2 7.24 8.03 0.0
IDBI Short Term Bond Fund Growth 23-03-2011 4.74 5.42 6.31 7.39 0.0

PORTFOLIO ANALYSIS of JM Short Term Fund - Growth Option

Asset Allocation (%)

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