JM Ultra Short Duration Fund Direct Growth

Scheme code: INF192K01DO0 NAV value: ₹ 27.5938 NAV date: 25 September, 2020
Fund option: Direct Fund type: Growth
Asset class: Debt Asset category: Ultra Short Duration Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year-3.027.110.323.46
3 year3.558.956.525.7
5 year5.598.957.476.19
7 year6.717.396.997.3

Rolling return for 1 year

- Average return: 0.32% - Median return: -1.38% - Average standard deviation: 0.77

Rolling return for 3 year

- Average return: 6.52% - Median return: 7.66% - Average standard deviation: 0.19

Rolling return for 5 year

- Average return: 7.47% - Median return: 8.18% - Average standard deviation: 0.12

Rolling return for 7 year

- Average return: 6.99% - Median return: 6.94% - Average standard deviation: 0.09

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 year12,00,00012,09,3499,3490.78
3 year36,00,00039,00,8993,00,8992.71
5 year60,00,00070,31,45210,31,4523.22
7 year84,00,0001,02,03,21918,03,2192.82

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,09,349 - Absolute Returns: ₹9,349 - CAGR: 0.78%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹39,00,899 - Absolute Returns: ₹3,00,899 - CAGR: 2.71%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹70,31,452 - Absolute Returns: ₹10,31,452 - CAGR: 3.22%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,02,03,219 - Absolute Returns: ₹18,03,219 - CAGR: 2.82%