← JM Financial Mutual Fund
JM Short Duration Fund (Direct) - Growth
Open Ended Schemes(Debt Scheme - Short Duration Fund)Low to Moderate Risk★★★★★vs CRISIL Short Duration Debt A-II IndexISIN INF192K01MP8
NAV · 06-Jul-2026
₹13.0558
1M
+1.51%
6M
+2.87%
1Y (CAGR)
+5.44%
3Y (CAGR)
+7.32%
5Y (CAGR)
—
Since inception (CAGR)
+7.14%
NAV history
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Risk & SIP analytics
Q2 · 3Y in categoryVolatility (3y)
0.90%
Downside dev (3y)
0.62%
Max drawdown (3y)
-0.5%
Sharpe (3y)
0.91
SIP XIRR (3y)
+7.15%
Calendar-year returns
2023 +7.0%2024 +7.9%2025 +8.0%
Fund facts
Fund managerKillol Pandya · Ruchi Fozdar · Jayant Dhoot
AUM₹795 Cr
Expense ratio0.33% · 2026-05-31
TER · AMFI officialDirect 0.38% · Regular 1.09% (2026-06-30)
Launch date10-Aug-2022
Plan typeOpen Ended · Debt
Min lumpsum₹1,000
Min SIP₹100
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 ↗