JM Short Term Fund
The scheme seeks to generate stable returns with a low risk strategy while maintaining liquidity through a portfolio comprising of debt and money market instruments.
Growthvine rating: 1/5 — ranked #36 of 42 in category.
Fund basics
| Category | Debt: Short Duration |
|---|---|
| NAV | ₹12.71 (as of 2026-10-26) |
| AUM | ₹79 Cr |
| Expense ratio | 0.94% |
| Riskometer | Moderate |
| Fund manager | Killol Pandya |
| Exit load | 0 |
Performance & risk
| Sharpe ratio | 0.4 |
|---|---|
| Standard deviation | 1.27% |
| Max drawdown | −0.57% |
| Alpha | 0 |
| Beta | 0 |
Over 5 years, captured 91.1% of NIFTY Short Duration Debt Index's upside and — of its downside.
Market cap allocation
Concentration
Top holdings
Not disclosed.
Top sectors
Not disclosed.
Calendar-year track record
| Year | Return | Quartile | Category rank |
|---|---|---|---|
| 2026 (partial) | 2.9% | Q3 | #27 of 39 |
| 2025 | 7.2% | Q4 (Bottom) | #28 of 35 |
| 2024 | 7.0% | Q4 (Bottom) | #29 of 31 |
| 2023 | 6.1% | Q4 (Bottom) | #25 of 27 |