JM Short Term Fund - Direct - Growth
Income/Debt Oriented Schemes by JM Financial Asset Management Limited
3Y Returns (CAGR)
6.96%
Expense Ratio
0.39%
as of 01/08/2026
AUM
₹62.67 Cr
Qtr End: Jun 26
NAV
₹13.141
as of 14/10/2026
3Y Returns (CAGR)
6.96%
Expense Ratio
0.39%
as of 01/08/2026
AUM
₹62.67 Cr
Qtr End: Jun 26
NAV
₹13.141
as of 14/10/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 0.68% | 2.76% | 0.91% |
| 6M | 2.29% | 4.63% | 1.15% |
| 1Y | 4.41% | 4.41% | 1.12% |
| 3Y | 22.37% | 6.96% | 0.93% |
| 5Y | N/A | N/A | N/A |
Scheme Details
- Launch Date
- 10/08/2022
- Fund Age
- 4.1 years
- Minimum Investment
- ₹1,000
- Fund House
- JM Financial Mutual Fund
- Category
- Income/Debt Oriented Schemes
- Sub-category
- Short Term Fund (Income/Debt Oriented Schemes)
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