InvestVerdict
JM Dynamic Term Fund
· · Mutual fund · Scheme code 133388
Fund houseJM Financial Mutual Fund
CategoryMutual fund
Plan & optionRegular ·
History10.1 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 1.28 | 2.33 | 4.28 | 9.12 | 6.77 | 6.39 | 6.64 | 7.36 | 7.39 |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 1.4% | 0.20 | 0.38 | — | — | -3.0% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the — months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 440 | 2.9% | 7.8% | 9.9% | 0% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.