JM Short Term Fund Direct Growth

Scheme code: INF192K01EA7 NAV value: ₹ 26.9629 NAV date: 25 September, 2020
Fund option: Direct Fund type: Growth
Asset class: Debt Asset category: Short Duration Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year-5.246.34-1.177.4
3 year2.088.765.736.48
5 year4.638.386.827.09
7 year5.806.886.257.8

Rolling return for 1 year

- Average return: -1.17% - Median return: -2.99% - Average standard deviation: 0.95

Rolling return for 3 year

- Average return: 5.73% - Median return: 7.11% - Average standard deviation: 0.24

Rolling return for 5 year

- Average return: 6.82% - Median return: 7.67% - Average standard deviation: 0.15

Rolling return for 7 year

- Average return: 6.25% - Median return: 6.11% - Average standard deviation: 0.11

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 year12,00,00012,02,9432,9430.25
3 year36,00,00038,53,1172,53,1172.29
5 year60,00,00069,03,6469,03,6462.85
7 year84,00,00099,32,44315,32,4432.42

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,02,943 - Absolute Returns: ₹2,943 - CAGR: 0.25%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹38,53,117 - Absolute Returns: ₹2,53,117 - CAGR: 2.29%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹69,03,646 - Absolute Returns: ₹9,03,646 - CAGR: 2.85%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹99,32,443 - Absolute Returns: ₹15,32,443 - CAGR: 2.42%