JM Dynamic Bond Fund (Regular)

Dynamic BondDebt Rank 24 of 28

NAV · Regular-Growth

—+0.02+0.05%

As of — · AMFI

NAV growth+5.8%

Aug ’22Aug ’23

Arthkar verdictA balanced read

Returns

Lags category

0 of 3 periods ahead

Consistency

Strong

positive in 12 of 12 years

Trails its Dynamic Bond category on 1Y, 3Y & 5Y.

1Y return

+3.9%

-1.6 vs cat

3Y CAGR

+6.5%

-0.7 vs cat

5Y CAGR

+5.7%

-0.7 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

2.3%

3Y std dev

Go deeper on JM Dynamic Bond Fund (Regular)

Two data-only views, computed from this fund's real NAV history — no projections.

JM Dynamic Bond Fund (Regular) SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.JM Dynamic Bond Fund (Regular) real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

JM Dynamic Bond Fund (Regular) is a Dynamic Bond scheme from JM Financial. Long-run track record: about 5.7% CAGR over 5 years.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Regular · Growth · INF192K01700

NAV (Direct-Growth)

₹35.8976

Last 1Y

+5.83%

Aug 22Min ₹33.92 · Max ₹35.90 · 244 ptsAug 23

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	-0.06%	+0.05%	27/ 28
1M	+0.42%	+0.56%	22/ 28
3M	+2.26%	+3.26%	26/ 28
6M	+1.98%	+3.17%	26/ 28
YTD	+2.24%	+3.60%	25/ 28
1Y	+3.93%	+5.55%	23/ 28
2Y	+5.86%	+6.38%	21/ 28
3Y	+6.53%	+7.28%	24/ 28
5Y	+5.67%	+6.39%	24/ 28
7Y	+5.65%	+6.44%	22/ 27
10Y	+6.17%	+6.52%	20/ 24

Available plans & options

PlanOptionFull nameISIN

Click a plan to see its NAV and chart above. Direct plans have lower expense ratios than Regular — same portfolio, more of the return stays with you.

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