JM Short Term Fund Direct Growth
Scheme code: INF192K01EA7
NAV value:
₹ 26.9629
NAV date: 25 September, 2020
TER: 0.00%
Fund option: Direct
Fund type: Growth
Asset class: Debt
Asset category: Short Duration Fund
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | -4.74 | 11.90 | 7.05 | 6.31 | 13.45 |
| 3 year | 2.15 | 10.00 | 7.49 | 6.89 | 7.77 |
| 5 year | 4.71 | 8.33 | 7.65 | 6.82 | 6.99 |
| 7 year | 5.90 | 6.87 | 6.08 | 6.27 | 7.05 |
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: ₹12,36,724 - Absolute Returns: ₹36,724 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹39,55,522 - Absolute Returns: ₹3,55,522 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹70,27,357 - Absolute Returns: ₹10,27,357 - CAGR: %SIP return for 7 year
- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹99,21,362 - Absolute Returns: ₹15,21,362 - CAGR: %Drawdown Metrics
Max Drawdown
-7.62 %
Drawdown Duration
5 months
Recovery Time
8 months
Avg Drawdown
-0.81 %
Calmar Ratio by Duration
1
Y
0.8283
3
Y
0.9044
5
Y
0.8952
7
Y
0.823