JM Low Duration Fund (Direct)

Low DurationDebt Rank 13 of 27

NAV · Direct-Growth

₹40.90+0.00+0.00%

As of 18 Aug 2026 · AMFI

NAV growth+6.3%

Aug ’25Aug ’26

Arthkar verdictSolid on the numbers

Returns

Beats category

1Y, 3Y, 5Y all ahead

Consistency

Strong

positive in 11 of 12 years

Beats its Low Duration category on 1Y, 3Y & 5Y.

1Y return

+6.3%

+4.0 vs cat

3Y CAGR

+7.3%

+0.1 vs cat

5Y CAGR

+6.4%

+1.9 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

0.6%

3Y std dev

Go deeper on JM Low Duration Fund (Direct)

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

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

In plain English

JM Low Duration Fund (Direct) is a Low Duration scheme from JM Financial. Long-run track record: about 6.4% CAGR over 5 years. Worst historical drawdown: -15% in Oct 2019, recovered in 8 months.

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

NAV history

Showing Direct · Growth · INF192K01DW3

NAV (Direct-Growth)

₹40.8967

Last 1Y

+6.32%

Aug 25Min ₹38.47 · Max ₹40.90 · 243 ptsAug 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Oct 2019

-15.0%

Peak ₹26.90 on 10 May 2019 → trough ₹22.87 on 29 Oct 2019 (6 months down).

Recovered in 8 months· 6 Jul 2020

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Performance

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

Period	Returns	Category avg	Rank
1W	+0.09%	+0.07%	2/ 32
1M	+0.63%	+0.60%	7/ 32
3M	+2.09%	+0.18%	19/ 32
6M	+3.22%	-0.45%	15/ 31
YTD	+3.96%	+0.14%	15/ 30
1Y	+6.32%	+2.37%	16/ 30
2Y	+7.25%	+4.49%	14/ 27
3Y	+7.33%	+7.21%	13/ 27
5Y	+6.44%	+4.56%	16/ 28
7Y	+7.67%	+5.15%	2/ 28
10Y	+6.28%	+5.51%	18/ 27

Available plans & options

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