JM Low Duration Fund Direct Growth

Scheme code: INF192K01DW3 NAV value: ₹ 37.5055 NAV date: 15 April, 2025
Fund option: Direct Fund type: Growth
Asset class: Debt Asset category: Low Duration Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year6.638.647.588.41
3 year4.3911.647.295.92
5 year5.1210.016.846.77

Rolling return for 1 year

- Average return: 7.58% - Median return: 7.65% - Average standard deviation: 0.43

Rolling return for 3 year

- Average return: 7.29% - Median return: 6.29% - Average standard deviation: 0.29

Rolling return for 5 year

- Average return: 6.84% - Median return: 5.46% - Average standard deviation: 0.16

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 year12,00,00012,41,81641,8163.49
3 year36,00,00039,66,0533,66,0533.28
5 year60,00,00071,42,25311,42,2533.55

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,41,816 - Absolute Returns: ₹41,816 - CAGR: 3.49%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹39,66,053 - Absolute Returns: ₹3,66,053 - CAGR: 3.28%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹71,42,253 - Absolute Returns: ₹11,42,253 - CAGR: 3.55%