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JM Low Duration Fund
Fund Overview
| AUM (Fund size) | ₹177 Cr |
| Exit load | 0% |
| Lock-in Period | Nil |
| Age | 19 yrs 1 m since Sep 25, 2006 |
| Benchmark | CRISIL Low Duration Debt A-I Index |
| Min. investment | SIP: ₹3000 & Lumpsum: ₹10000 |
| Expense ratio | 0.88% as on Oct 31, 2025 |
| Plan type | Regular |
| Risk | Low to Moderate |
| Tax on your gains | Profits are added to your income and taxed as per your slab rate |
Peer Comparison
| Fund Name | 1M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|
| JM Low Duration Fund | 0.45% | 3.06% | 7.4% | 7.07% | 5.6% | 6.19% |
| UTI Low Duration Fund | 0.51% | 3.27% | 7.72% | 7.5% | 7.1% | 6.16% |
| DSP Low Duration Fund | 0.46% | 3.03% | 7.32% | 7.22% | 5.76% | 6.69% |
| Sundaram Low Duration Fund | 0.41% | 2.87% | 7.01% | 6.92% | 7.05% | 5.9% |
| Mirae Asset Low Duration Fund | 0.45% | 3.05% | 7.28% | 7.07% | 5.56% | 5.98% |
| SBI Magnum Low Duration Fund | 0.44% | 2.97% | 7.2% | 7.1% | 5.61% | 6.58% |
| Fund Name | Std. deviation | Beta | Sharpe | Sortino |
|---|---|---|---|---|
| JM Low Duration Fund | 0.35 | 0.98 | 1.75 | 3.57 |
| UTI Low Duration Fund | 0.39 | 1.07 | 2.54 | 5.61 |
| DSP Low Duration Fund | 0.38 | 1.09 | 1.98 | 3.49 |
| Sundaram Low Duration Fund | 0.39 | 1.01 | 1.24 | 2.54 |
| Mirae Asset Low Duration Fund | 0.36 | 1.01 | 1.69 | 3.22 |
| SBI Magnum Low Duration Fund | 0.38 | 1.09 | 1.70 | 3.65 |
| Fund Name | AUM | Fund Age | Expense Ratio |
|---|---|---|---|
| JM Low Duration Fund | 177 Cr | 19 yrs 1 m | 0.88% |
| UTI Low Duration Fund | 2,814 Cr | 22 yrs 8 m | 0.46% |
| DSP Low Duration Fund | 5,872 Cr | 10 yrs 8 m | 0.62% |
| Sundaram Low Duration Fund | 397 Cr | 21 yrs 3 m | 1.15% |
| Mirae Asset Low Duration Fund | 2,676 Cr | 17 yrs 8 m | 0.85% |
| SBI Magnum Low Duration Fund | 16,746 Cr | 18 yrs 4 m | 0.94% |