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JM Short Term Fund - Growth Option

Category: Income Funds
Launch Date: 04-04-2003
Asset Class: Fixed Interest
Benchmark: Crisil Liquid Fund Index
Expense Ratio: 0.89% As on (30-09-2017)
Status: Open Ended Schemes(Income) for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 38.9 Cr As on (31-03-2018)
Turn over: -
NAV as on 18-05-2018

24.5039

0.01 (0.0571%)

CAGR Since Inception

6.1%

PERFORMANCE of JM Short Term Fund - Growth Option

Scheme Performance (%)

Data as on - 18-05-2018

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
Income Funds - - - - - -

PEER COMPARISION of JM Short Term Fund - Growth Option

Period
Data as on - 18-05-2018
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 5.31 6.88 7.18 7.36 8.73
Taurus Dynamic Income Fund - Regular Plan - Growth Option 14-02-2011 8.83 0.52 2.76 3.73 0.0
Indiabulls Income Fund - Regular Plan - Growth Option 04-03-2013 7.59 7.52 7.6 6.63 0.0
Franklin India Income Builder Account-Growth 23-06-1997 6.03 8.3 7.84 7.91 8.67
Axis Strategic Bond Fund - Growth Option 28-03-2012 6.0 8.26 8.25 8.01 0.0
ICICI Prudential Dynamic Accrual Plan - Growth 18-12-2003 5.93 7.75 9.19 8.47 7.71
IIFL Dynamic Bond Fund - Regular Plan - Growth Option 24-06-2013 5.82 6.27 6.79 0.0 0.0
DSP BlackRock Bond Fund - Growth 29-04-1997 5.31 7.6 7.42 7.12 7.56
JM Short Term Fund - Regular Plan - Growth Option 24-06-2002 5.31 6.83 7.06 7.18 8.46
ICICI Prudential Long Term Plan - Premium Growth Option 04-05-2009 4.94 8.91 8.99 10.86 0.0

PORTFOLIO ANALYSIS of JM Short Term Fund - Growth Option

Asset Allocation (%)

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