JM Short Duration Fund (Regular)

Short DurationDebt Rank 26 of 27

NAV · Regular-Growth

—-0.00-0.03%

As of — · AMFI

NAV growth+4.9%

Aug ’25Aug ’26

Arthkar verdictA balanced read

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

+4.9%

-1.2 vs cat

3Y CAGR

+6.5%

-1.0 vs cat

5Y CAGR

—

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

1.3%

3Y std dev

Go deeper on JM Short Duration Fund (Regular)

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

JM Short 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 Short 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 Short Duration Fund (Regular) is a Short Duration scheme from JM Financial. 3-year CAGR: about 6.5%.

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

NAV history

Showing Regular · Growth · INF192K01MM5

NAV (Direct-Growth)

₹12.7201

Last 1Y

+4.87%

Aug 25Min ₹12.12 · Max ₹12.73 · 243 ptsAug 26

Performance

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

Period	Returns	Category avg	Rank
1W	-0.03%	-0.01%	22/ 29
1M	+0.48%	+0.53%	24/ 29
3M	+2.25%	+2.60%	28/ 29
6M	+2.43%	+3.21%	28/ 29
YTD	+3.00%	+3.88%	27/ 28
1Y	+4.87%	+6.03%	27/ 28
2Y	+6.36%	+7.38%	26/ 27
3Y	+6.49%	+7.51%	26/ 27

Available plans & options

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