debtLow risk

JM Short Term Fund (Direct) - Dividend Option

Invests in bonds and loans. Lower returns than equity but much less bumpy — often used for shorter goals. From JM Financial Mutual Fund. It's been running since 3 Jan 2013.

Latest price per unit

₹10.6757

▲ 0.02% today

As of 25 Sep 2020 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.04 L

▲ ₹4.4k gain · 4.4% / year

Invested 3 years ago

₹1.01 L

▲ ₹968 gain · 0.3% / year

Invested 5 years ago

₹1.01 L

▲ ₹958 gain · 0.2% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

4.5%

The value swings roughly 5% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-8.38%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year4.45%

CAGR — 3 years0.32%

CAGR — 5 years0.19%

CAGR — since launch0.13%

Volatility — 1 year (annualised)4.95%

Volatility — 3 years (annualised)4.55%

Max drawdown — 1 year-4.23%

Max drawdown — 3 years-7.94%

Sharpe ratio — 1 year (rf=6%)-0.30

Sharpe ratio — 3 years (rf=6%)-1.25

Fund info

Fund house: JM Financial Mutual Fund
Category: Debt Scheme - Short Duration Fund
Plan: Direct
Option: Dividend
ISIN (Growth): —
ISIN (Div re-invest): —
Fund code: 120470
First price on record: 3 Jan 2013 · 1,865 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.