JM Short Duration Fund
Direct · Growth ₹13.06
21 Jul 2026
NAV
7.4%
3Y CAGR
7.5%
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.
3.57
Sharpe
-0.5%
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.
NA
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 | ₹12.40 L | 7.4% | 3.3% | 11.6% |
| 3 Years | ₹36.00 L | ₹40.05 L | 7.5% | 6.4% | 8.4% |
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 | 7.4% | 21.2% |
| 3 Years | 7.5% | 7.8% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 7.5% | 7.7% | 4.0% | 10.2% | 0.87 | 2.19 | 100% | — | — |
| 3 Years | 7.4% | 7.5% | 6.8% | 7.8% | 3.57 | — | 100% | — | — |
-0.5%
Max Drawdown
0 mo
Drawdown Duration
1 mo
Recovery Time
-0.0%
Avg Drawdown
Calmar Ratio by Duration
14.34
1Y
14.17
3Y