Mutual Funds
AMC
JM Short Duration Fund - Regular (G)

JM Short Duration Fund - Regular (G)

NAV
12.35(0.11%)
Fund Size (CR)
₹129.03
Expense Ratio
1.1
Scheme Type
Active Fund
Value Research

Min. investment
₹1,000
Minimum Additional Investment
₹100
Minimum SIP Investment
₹100
Minimum Withdrawal
₹0
Exit Load
1% of applicable Net Asset Value - If the amount sought to be redeemed or switch out is invested for a period of up to 3 months from the date of allotment Nil - If the amount, sought to be redeemed or switch out is invested for a period of more than 3 months from the date of allotment
0%
Return Since Launch
6.66%

Absolute Return: 1.53%

Annualized Return: 0%

1% of applicable Net Asset Value - If the amount sought to be redeemed or switch out is invested for a period of up to 3 months from the date of allotment Nil - If the amount, sought to be redeemed or switch out is invested for a period of more than 3 months from the date of allotment

Basic Details

Scheme Manager

Gurvinder Singh Wasan

Bench Mark

CRISIL Short Duration Debt A-II Index

Type

OPEN

Lumpsum Returns

Period Invested For	₹10,000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	28 November 2025	10014.52	0.15%	-	0.14%	27/175
1 Month	4 November 2025	10046.62	0.47%	-	0.53%	162/175
3 Month	5 September 2025	10163.06	1.63%	-	1.77%	148/175
6 Month	5 June 2025	10232.03	2.32%	-	2.67%	155/175
1 Year	5 December 2024	10738.38	7.38%	7.38%	7.90%	147/171
3 Year	5 December 2022	12194.40	21.94%	6.83%	7.57%	159/167
5 Year	-	-	-	-	-	-/-
Since Inception	29 August 2022	12347.20	23.47%	6.66%	7.16%	141/175

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	1 January 2025	1,20,000	123743.95	3.12%	3.12%
3 Year	2 January 2023	3,60,000	399230.96	10.90%	3.51%
5 Year	-	-	-	-	-
10 Year	-	-	-	-	-

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

Investment type
Scheme based

SIP
Lumpsum

Monthly Investment (₹)

Minimum value allowed is 500

Expected Returns Rate (%)

Minimum value allowed is 1

Time Period (in Years)

Minimum value allowed is 1

Start your SIP now

Invested Amount
₹25,000
Estimated Returns
₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

0.28%

Standard Deviation

0.03%

Beta

1.24%

Sharpe Ratio

0.73%

Treynor's Ratio

0.96%

Jension's Alpha

Asset Allocation

Sector Allocation

There is no Sector Allocation data

Top 10 stock holding in portfolio

Stock Invested in	% of Total Holdings	Quantity	Value (Cr)	Asset Type	Segment
There's no data available of Stock Holdings

Peer Comparison

Scheme Name	Asset Size (Cr)	1M	3M	6M	1Y	3Y
Invesco India Short Duration Fund - Direct (IDCW-W)	394.53	0.60%	2.39%	3.50%	9.01%	8.24%
Nippon India Short Duration Fund - Direct (IDCW)	6974.03	0.57%	2.07%	3.04%	8.84%	8.31%
Nippon India Short Duration Fund - Direct (G)	6974.03	0.57%	2.07%	3.04%	8.84%	8.31%
Nippon India Short Duration Fund - Direct (IDCW-Q)	6974.03	0.57%	2.07%	3.04%	8.84%	7.98%
AXIS Short Duration Fund - Direct (G)	9120.74	0.59%	1.95%	3.14%	8.83%	8.28%

List of Schemes under JM Financial Mutual Fund

Fund Name	Category	Risk	1Y Returns	Ratings	Fund Size (Cr)
JM Large Cap Fund	Equity	Very High	0.44%	4	₹486.91
JM Large & Mid Cap Fund	Equity	Very High	0%	0	₹372.87
JM Midcap Fund	Equity	Very High	-0.93%	0	₹1,477.25
JM Small Cap Fund	Equity	Very High	-6.17%	0	₹759.87
JM Value Fund	Equity	Very High	-5.56%	3	₹1,012.04
JM Focused Fund	Equity	Very High	-1.32%	3	₹309.55
JM ELSS Tax Saver Fund	Equity	Very High	1.65%	4	₹224.19
JM Overnight Fund	Debt	Low	5.81%	2	₹91.98
JM Overnight Fund	Debt	Low	5.71%	0	₹91.98
JM Overnight Fund	Debt	Low	0%	0	₹91.98
JM Overnight Fund	Debt	Low	5.81%	0	₹91.98
JM Overnight Fund	Debt	Low	0%	0	₹91.98
JM Liquid Fund	Debt	Moderately Low	6.58%	2	₹1,254.71
JM Liquid Fund	Debt	Moderately Low	0%	0	₹1,254.71
JM Liquid Fund	Debt	Moderately Low	0%	0	₹1,254.71
JM Low Duration Fund	Debt	Moderately Low	7.74%	3	₹194.18
JM Short Duration Fund	Debt	Moderate	8.07%	2	₹87.18
JM Medium to Long Duration Fund	Debt	Moderate	6.98%	3	₹30.96
JM Dynamic Bond Fund	Debt	Moderate	7.44%	3	₹59.77
JM Aggressive Hybrid Fund	Hybrid	Very High	-2.48%	5	₹815.80
JM Arbitrage Fund	Hybrid	Low	6.49%	2	₹390.54
JM Flexicap Fund	Equity	Very High	-6.91%	4	₹6,080.39

News

JM Mutual Fund announces change in fund manager under its schemes

JM Mutual Fund has announced change in fund manager under the following schemes, With effect from 01 August 2025

Change in Fund Manager:

Name of the Scheme(s)	Existing Fund Managers	Fund Manager(s) & Co - Fund Manager(s)
JM Dynamic Bond Fund	Fund Manager: Mr. Killol Pandya Co-Fund Managers: Ms. Naghma Khoja Ms. Ruchi Fozdar	Fund Manager: Mr. Killol Pandya Co-Fund Managers: Ms. Ruchi Fozdar Mr. Jayant Dhoot
JM Medium to Long Duration Fund	Fund Manager: Mr. Killol Pandya Co-Fund Managers: Ms. Naghma Khoja Ms. Ruchi Fozdar	Fund Manager: Mr. Killol Pandya Co-Fund Managers: Ms. Ruchi Fozdar Mr. Jayant Dhoot
JM Low Duration Fund	Fund Manager: Mr. Killol Pandya Co-Fund Managers: Ms. Naghma Khoja Ms. Ruchi Fozdar	Fund Manager: Mr. Killol Pandya Co-Fund Managers: Ms. Ruchi Fozdar Mr. Jayant Dhoot
JM Short Duration Fund	Fund Manager: Mr. Killol Pandya Co-Fund Managers: Ms. Naghma Khoja Ms. Ruchi Fozdar	Fund Manager: Mr. Killol Pandya Co-Fund Managers: Ms. Ruchi Fozdar Mr. Jayant Dhoot
JM Liquid Fund	Fund Manager: Mr. Killol Pandya Co-Fund Managers: Ms. Naghma Khoja Ms. Ruchi Fozdar	Fund Manager: Mr. Killol Pandya Co-Fund Managers: Ms. Ruchi Fozdar Mr. Jayant Dhoot
JM Overnight Fund	Fund Manager: Mr. Killol Pandya Co-Fund Managers: Ms. Naghma Khoja Ms. Ruchi Fozdar	Fund Manager: Mr. Killol Pandya Co-Fund Managers: Ms. Ruchi Fozdar Mr. Jayant Dhoot

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Fund House Details & Investment Objective

Date of Incorporation

10 August 2022

Total AUM (Cr)

₹87.18

JM Short Duration Fund - Regular (G) is an Short Duration Fund-oriented fund from the renowned AMC, JM Financial Mutual Fund. Launched in 10 August 2022, this fund is managed by Gurvinder Singh Wasan. With assets under management (AUM) worth ₹87.18 (Cr), as of 5 December 2025, JM Short Duration Fund - Regular (G) is categorized as a Short Duration Fund within its segment. The fund has generated a return of 6.66% since its launch.
The current NAV of JM Short Duration Fund - Regular (G) is ₹12.35, as on 5 December 2025. The fund's benchmark index is CRISIL Short Duration Debt A-II Index. You can invest in JM Short Duration Fund - Regular (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹100 while the minimum lumpsum investment is ₹1,000.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
The fund has generated 6.83% and undefined% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 96.69% in Debt and 3.31% in cash and cash equivalents.