InvestVerdict
JM Ultra Short to Short Term Fund
Regular Plan · Weekly IDCW Option · Ultra Short Duration · Scheme code 143608
Fund houseJM Financial Mutual Fund
CategoryUltra Short Duration
Plan & optionRegular · Weekly IDCW Option
History8.3 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | 0.02 | 0.04 | -0.04 | -0.02 | -0.04 | 0.00 | 2.40 | — | 0.85 |
| Ultra Short Duration category median |
— | — | — | 5.93 | 6.79 | 6.12 | — | 6.54 | — |
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 | 8.0% | -0.81 | -1.61 | — | — | -15.3% | — |
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 |
|---|---|---|---|---|
| 352 | -15.0% | 0.0% | 27.0% | 38% |
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.