JM Dynamic Bond Fund Direct Growth

Scheme code: INF192K01DD3 NAV value: ₹ 45.5508 NAV date: 18 March, 2026 TER: 0.43%
Fund option: Direct Fund type: Growth
Asset class: Debt Asset category: Dynamic Bond

Rolling returns

Summary

Duration Min (%) Max (%) Median (%) Average return (%) Category average return (%)
1 year2.8112.067.947.638.23
3 year4.589.577.617.378.67
5 year5.808.996.917.237.32
7 year6.328.776.887.237.36
10 year6.917.627.347.337.87
12 year7.337.847.567.588.14

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.
Duration Invested amount Final value Return CAGR (%)

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,42,030 - Absolute Returns: ₹42,030 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹40,07,537 - Absolute Returns: ₹4,07,537 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹71,20,975 - Absolute Returns: ₹11,20,975 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,05,99,233 - Absolute Returns: ₹21,99,233 - CAGR: %

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,68,67,212 - Absolute Returns: ₹48,67,212 - CAGR: %

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,22,24,133 - Absolute Returns: ₹78,24,133 - CAGR: %

Drawdown Metrics

Max Drawdown

-3.00 %

Drawdown Duration

1 months

Recovery Time

1 months

Avg Drawdown

-0.07 %

Calmar Ratio by Duration

1 Y

2.541

3 Y

2.4544

5 Y

2.4078

7 Y

2.4078

10 Y

2.4411

12 Y

2.5243