JM Low Duration Fund (Regular)

Low DurationDebt Rank 22 of 27

NAV · Regular-Growth

—-0.00+0.00%

As of — · AMFI

NAV growth+5.6%

Oct ’25Oct ’26

Arthkar verdictSolid on the numbers

Returns

Mixed vs category

2 of 3 periods ahead

Consistency

Strong

positive in 11 of 12 years

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

1Y return

+5.6%

+3.5 vs cat

3Y CAGR

+6.8%

-0.3 vs cat

5Y CAGR

+6.1%

+1.6 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

0.7%

3Y std dev

Go deeper on JM Low Duration Fund (Regular)

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

JM Low Duration Fund (Regular) 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 (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 Low Duration Fund (Regular) is a Low Duration scheme from JM Financial. Long-run track record: about 6.1% 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 Regular · Growth · INF192K01AY5

NAV (Direct-Growth)

₹39.8430

Last 1Y

+5.57%

Oct 25Min ₹37.74 · Max ₹39.84 · 243 ptsOct 26

Drawdown stories

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

Oct 2019

-15.0%

Peak ₹26.72 on 10 May 2019 → trough ₹22.70 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	+0.12%	+0.13%	25/ 33
1M	+0.25%	+0.08%	24/ 33
3M	+1.28%	-0.64%	25/ 32
6M	+3.21%	-0.24%	27/ 32
YTD	+4.29%	+0.72%	25/ 30
1Y	+5.57%	+2.06%	25/ 30
2Y	+6.56%	+4.18%	22/ 27
3Y	+6.79%	+7.09%	22/ 27
5Y	+6.05%	+4.47%	22/ 28
7Y	+7.77%	+5.09%	3/ 28
10Y	+5.90%	+5.42%	21/ 27

Available plans & options

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