JM Low Duration Fund
Direct · Growth ₹40.90
18 Aug 2026
NAV
7.0%
3Y CAGR
6.9%
5Y CAGR
6.6%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
0.23
Sharpe
-15.0%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
0.38%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.37 L | 6.7% | -20.5% | 49.0% |
| 3 Years | ₹36.00 L | ₹39.95 L | 7.3% | 5.1% | 9.7% |
| 5 Years | ₹60.00 L | ₹71.18 L | 7.0% | 6.4% | 7.5% |
| 7 Years | ₹84.00 L | ₹1.08 Cr | 7.3% | 7.1% | 7.4% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 6.7% | 7.2% |
| 3 Years | 7.3% | 7.1% |
| 5 Years | 7.0% | 6.7% |
| 7 Years | 7.3% | 6.6% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 6.4% | 6.6% | -13.1% | 27.2% | -0.01 | -0.01 | 85% | — | — |
| 3 Years | 7.0% | 6.6% | 4.4% | 11.6% | 0.22 | 0.50 | 100% | — | — |
| 5 Years | 6.9% | 6.2% | 5.3% | 10.0% | 0.23 | 0.57 | 100% | — | — |
-15.0%
Max Drawdown
6 mo
Drawdown Duration
8 mo
Recovery Time
-1.6%
Avg Drawdown
Calmar Ratio by Duration
0.43
1Y
0.46
3Y
0.46
5Y
0.42
7Y