JM Low Duration Fund Direct Growth
Scheme code: INF192K01DW3
NAV value:
₹ 39.7393
NAV date: 18 March, 2026
TER: 0.38%
Fund option: Direct
Fund type: Growth
Asset class: Debt
Asset category: Low Duration Fund
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | -13.12 | 27.22 | 6.99 | 6.45 | 7.68 |
| 3 year | 4.40 | 11.57 | 6.36 | 6.92 | 7.12 |
| 5 year | 5.26 | 9.96 | 6.05 | 6.98 | 6.33 |
| 7 year | 5.90 | 6.13 | 6.06 | 6.04 | 6.43 |
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: ₹12,36,625 - Absolute Returns: ₹36,625 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹39,99,198 - Absolute Returns: ₹3,99,198 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹71,22,361 - Absolute Returns: ₹11,22,361 - CAGR: %SIP return for 7 year
- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,08,14,558 - Absolute Returns: ₹24,14,558 - CAGR: %Drawdown Metrics
Max Drawdown
-15.00 %
Drawdown Duration
6 months
Recovery Time
8 months
Avg Drawdown
-1.68 %
Calmar Ratio by Duration
1
Y
0.43
3
Y
0.4614
5
Y
0.4654
7
Y
0.4027