← JM Financial Mutual Fund
JM Short Duration Fund (Regular) - IDCW
Open Ended Schemes(Debt Scheme - Short Duration Fund)Low to Moderate Risk★★★★★vs CRISIL Short Duration Debt A-II IndexISIN INF192K01MN3
NAV · 06-Jul-2026
₹12.6673
1M
+1.45%
6M
+2.50%
1Y (CAGR)
+4.69%
3Y (CAGR)
+6.51%
5Y (CAGR)
—
Since inception (CAGR)
+6.30%
NAV history
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Risk & SIP analytics
Q3 · 3Y in categoryVolatility (3y)
0.89%
Downside dev (3y)
0.61%
Max drawdown (3y)
-0.6%
Sharpe (3y)
0.01
SIP XIRR (3y)
+6.37%
Calendar-year returns
2023 +6.1%2024 +7.0%2025 +7.2%
Fund facts
Fund managerKillol Pandya · Ruchi Fozdar · Jayant Dhoot
AUM₹795 Cr
TER · AMFI officialDirect 0.38% · Regular 1.09% (2026-06-30)
Launch date10-Aug-2022
Plan typeOpen Ended · Debt
Min lumpsumRs 5000/- per option
Lock-inNone
Volatility0.86
AMCJM Financial Asset Management Limited
Objective · The Scheme will endeavor to generate stable returns with a low risk strategy while maintaining liquidity through a portfolio comprising of debt and money market instruments.
scheme documents ↗