JM Dynamic Bond Fund Direct Growth

Scheme code: INF192K01DD3 NAV value: ₹ 44.0601 NAV date: 15 April, 2025
Fund option: Direct Fund type: Growth
Asset class: Debt Asset category: Dynamic Bond

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year5.109.827.948.99
3 year4.427.345.556.16
5 year5.708.546.737.42
7 year6.338.817.337.85
10 year7.137.677.388.01
12 year7.467.707.568.11

Rolling return for 1 year

- Average return: 7.94% - Median return: 8.14% - Average standard deviation: 0.64

Rolling return for 3 year

- Average return: 5.55% - Median return: 5.45% - Average standard deviation: 0.18

Rolling return for 5 year

- Average return: 6.73% - Median return: 6.34% - Average standard deviation: 0.1

Rolling return for 7 year

- Average return: 7.33% - Median return: 7.04% - Average standard deviation: 0.08

Rolling return for 10 year

- Average return: 7.38% - Median return: 7.37% - Average standard deviation: 0.06

Rolling return for 12 year

- Average return: 7.56% - Median return: 7.56% - Average standard deviation: 0.06

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 (%)
1 year12,00,00012,45,56145,5613.80
3 year36,00,00039,09,9863,09,9862.79
5 year60,00,00070,06,26110,06,2613.15
7 year84,00,0001,06,29,87622,29,8763.42
10 year1,20,00,0001,68,12,39848,12,3983.43
12 year1,44,00,0002,21,63,29877,63,2983.66

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,45,561 - Absolute Returns: ₹45,561 - CAGR: 3.8%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹39,09,986 - Absolute Returns: ₹3,09,986 - CAGR: 2.79%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹70,06,261 - Absolute Returns: ₹10,06,261 - CAGR: 3.15%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,06,29,876 - Absolute Returns: ₹22,29,876 - CAGR: 3.42%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,68,12,398 - Absolute Returns: ₹48,12,398 - CAGR: 3.43%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,21,63,298 - Absolute Returns: ₹77,63,298 - CAGR: 3.66%