Official AMFI data
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JM Financial

JM Short Duration Fund (Direct)

Short DurationDebt Rank 22 of 27

NAV · Direct-Growth

₹13.12-0.00-0.03%

As of 18 Aug 2026 · AMFI

NAV growth+5.6%
Aug ’25Aug ’26
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Returns

Lags category

0 of 2 periods ahead

Consistency

Strong

positive in 4 of 4 years

Trails its Short Duration category on 1Y & 3Y.

1Y return

+5.6%

-0.4 vs cat

3Y CAGR

+7.3%

-0.2 vs cat

5Y CAGR

AUM

fund size

Expense

direct plan

Volatility 3Y

1.2%

3Y std dev

Go deeper on JM Short Duration Fund (Direct)

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

In plain English

JM Short Duration Fund (Direct) is a Short Duration scheme from JM Financial. 3-year CAGR: about 7.3%.

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

NAV history

Showing Direct · Growth · INF192K01MP8

NAV (Direct-Growth)

₹13.1217

Last 1Y

+5.62%

Aug 25Min ₹12.41 · Max ₹13.13 · 243 ptsAug 26

Performance

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

PeriodReturnsCategory avgRank
1W-0.02%-0.01%17/ 29
1M+0.54%+0.53%15/ 29
3M+2.43%+2.60%23/ 29
6M+2.79%+3.21%24/ 29
YTD+3.46%+3.88%23/ 28
1Y+5.62%+6.03%23/ 28
2Y+7.13%+7.38%21/ 27
3Y+7.30%+7.51%22/ 27

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.