Question 1

What is the Expense Ratio of JM Short Duration Fund - Direct - Growth?

Accepted Answer

The Expense Ratio of JM Short Duration Fund - Direct - Growth is 0.39% as of 01/08/2026. This is the fee charged by the fund house for managing the fund.

Question 2

What is the AUM of JM Short Duration Fund - Direct - Growth?

Accepted Answer

The Assets Under Management (AUM) of JM Short Duration Fund - Direct - Growth is ₹62.67 Crores as of Quarter ending June 2026.

Question 3

What is the 3-Year CAGR of JM Short Duration Fund - Direct - Growth?

Accepted Answer

The 3-Year Compound Annual Growth Rate (CAGR) of JM Short Duration Fund - Direct - Growth is 7.07%. This indicates the average annual growth rate over the last 3 years.

Question 4

Who manages JM Short Duration Fund - Direct - Growth?

Accepted Answer

JM Short Duration Fund - Direct - Growth is managed by JM Financial Mutual Fund.

Question 5

Is JM Short Duration Fund - Direct - Growth an open-ended or close-ended scheme?

Accepted Answer

JM Short Duration Fund - Direct - Growth is an Open-Ended scheme.

Question 6

How is the Expense Ratio calculated?

Accepted Answer

The Expense Ratio is the annual fee that mutual funds charge their unitholders. It expresses the percentage of assets deducted each fiscal year for fund expenses including 12b-1 fees, management fees, administrative fees, operating costs, and all other asset-based costs incurred by the fund.

Period	Returns	CAGR	Volatility
3M	2.03%	8.39%	1.15%
6M	2.52%	5.09%	1.34%
1Y	5.36%	5.36%	1.08%
3Y	22.75%	7.07%	0.92%
5Y	N/A	N/A	N/A

Scheme	3Y CAGR (%)	TER (%)	AUM (Cr)
ICICI Prudential Short Term Fund - Direct - Growth	7.71%	0.45%	₹13,306.94
Axis Short Term Fund - Direct - Growth	7.66%	0.40%	₹6,720.69
Nippon India Short Term Fund - Direct - Growth	7.58%	0.37%	₹4,902.36
Mahindra Manulife Short Duration Fund - Direct - Growth	7.61%	0.33%	₹35.13
Aditya Birla Sun Life Short Term Fund - Direct - Growth	7.55%	0.37%	₹4,755.89
Bandhan Short Duration Fund - Direct - Growth	7.61%	0.36%	₹5,470.9
HDFC Short Term Debt Fund - Direct - Growth	7.39%	0.40%	₹10,226.63

JM Short Duration Fund - Direct - Growth

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