MonitorPlan n/a · Option n/a
JM Short Term Fund-closed
JM Financial Mutual FundIncome/Debt Oriented Schemes - Short Term Fund13.7 years
- NAV
- 14.6036
- 25 Sept 2020
- 1Y
- +4.4%
- Trailing CAGR
- AUM
- ₹29.87 Cr
- 31 Aug 2026
- Volatility
- Low
- 3.0% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+4.4%
- 3Y+3.7%
- 5Y+5.7%
- 10Yn/a
- SI+5.0%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+10.3%
- 3Y+4.0%
- 5Y+4.6%
- 10Yn/a
- Since inception
- +5.0%
- Calendar-day CAGR
- Excess 1Y
- +4.4%
- Category median, same plan and option
- 3Y win rate
- n/a
- Windows beating the median
- 3Y percentile
- 100
- Vs comparable share classes
- Worst rolling 3Y
- +2.2%
- 1147 daily-ending windows
- Median rolling 3Y
- +6.9%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 664 daily-ending windows
- SIP 3Y XIRR
- +4.0%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 9 days
- 151 recovered episodes
- Longest recovery
- 460 days
- Trough to prior peak
- Current spell
- 22 days
- Days below latest peak
- Time below peak
- +64%
- NAV observations
3 Jun 2019 – 6 Jul 2020
Trough 29 Oct 2019 · recovered in 251 days
-7.6%
27 May 2013 – 27 Oct 2014
Trough 24 Jul 2013 · recovered in 460 days
-2.1%
24 Nov 2016 – 27 Jan 2017
Trough 28 Dec 2016 · recovered in 30 days
-1.4%
7 Feb 2017 – 5 Apr 2017
Trough 9 Feb 2017 · recovered in 55 days
-1.2%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
100
Vs category
78
Consistency
n/a
Risk-adjusted
22
Drawdown
81
Mean
70
Portfolio
31 Aug 2026 · 7 holdings · top 10 are 100.0%.
- Top 5
- 88.1%
- Top 10
- 100.0%
- Largest holding
- n/a
- Effective holdings
- n/a
Asset mix
Debt
69.8%
Cash
30.2%
Sectors
Entities
52.4%
Unspecified
30.2%
Financial
17.4%
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 25 Sept 2020
Monitor
Engine status
Monitor
Recent evidence
Why this status
- Risk-adjusted return (Sharpe) is negative over the available daily history.
Supporting reads
- Three-year return is above the category median.
- Peak-to-trough drawdown has stayed shallower than 15%.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
Axis Short Term Fund
Axis Mutual Fund
- 1Y
- +5.9%
- 3Y
- +7.7%
- Vol
- 1.5%
- Max DD
- -2.6%
- Sharpe
- 1.92
- 3Y win
- +97%
- Lower volatility
- Shallower drawdown
- Higher trailing returns
Bandhan Short Term Fund
Bandhan Mutual Fund
- 1Y
- +6.4%
- 3Y
- +7.7%
- Vol
- 1.5%
- Max DD
- -2.5%
- Sharpe
- 1.75
- 3Y win
- +38%
- Lower volatility
- Shallower drawdown
- Higher trailing returns
Baroda BNP Paribas Short Term Fund (the scheme has 2 segregated portfolios)
Baroda BNP Paribas Mutual Fund
- 1Y
- +5.7%
- 3Y
- +7.5%
- Vol
- 1.2%
- Max DD
- -2.1%
- Sharpe
- 2.20
- 3Y win
- +63%
- Lower volatility
- Shallower drawdown
- Higher trailing returns
Canara Robeco Short Term Fund
Canara Robeco Mutual Fund
- 1Y
- +5.5%
- 3Y
- +7.0%
- Vol
- 1.3%
- Max DD
- -2.2%
- Sharpe
- 1.52
- 3Y win
- +15%
- Lower volatility
- Shallower drawdown
- Higher trailing returns
Groww Short Term Fund
Groww Mutual Fund
- 1Y
- +5.7%
- 3Y
- +7.5%
- Vol
- 1.0%
- Max DD
- -1.2%
- Sharpe
- 2.20
- 3Y win
- +32%
- Lower volatility
- Shallower drawdown
- Higher trailing returns