JM Ultra Short to Short Term Fund - Direct - Growth

Income/Debt Oriented Schemes by JM Financial Asset Management Limited

3Y Returns (CAGR)
7.11%
Expense Ratio
0.40%

as of 01/08/2026

AUM
₹112.92 Cr

Qtr End: Jun 26

NAV
₹41.196

as of 14/10/2026

Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
Period
Returns
CAGR
Volatility
3M1.37%5.58%0.48%
6M2.96%6.00%0.64%
1Y5.89%5.89%0.58%
3Y22.90%7.11%0.48%
5Y36.74%6.46%0.45%
Scheme Details
Launch Date
25/09/2006
Fund Age
20 years
Minimum Investment
₹1,000
Fund House
JM Financial Mutual Fund
Category
Income/Debt Oriented Schemes
Sub-category
Ultra Short to Short Term Fund (Income/Debt Oriented Schemes)

Frequently Asked Questions