Analytics, not advice. Rankings and scores describe past performance and are not recommendations.

Ultra Short Duration

JM Ultra Short Duration Fund (Direct) - Bonus Option - Principal Units

JM Financial Mutual Fund

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86strong

FundScore

Latest NAV

₹27.8437

as of 25 Sept 2020

AUM

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Expense ratio

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Inception

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FundScore & outlook

86/100strong

Rank #32 of 295 in Ultra Short Duration · top 14%

Next-month outlookhigh confidence

83/100likely to slip (-3)

· 1-month return is slowing below its 3-month pace
· 3-month momentum is improving over the 6-month trend

Momentum-based estimate from this fund’s own return trend — analytics, not advice. A stock-level model (forecasting from the fund’s holdings) activates once look-through holdings data is available.

Trailing returns

Annualised returns to the latest NAV. Refreshed nightly.

0.27%

4.63%

6.19%

5.83%

3Y CAGR

4.74%

5Y CAGR

6.38%

Since incep.

7.39%

NAV history

Zoom and pan · ranges from 1M to since-inception.

Rolling returns

Every 30-day step. The true distribution, not cherry-picked.

Rank history

Percentile within category over the last 2 years.

FundScore components

Pro-only breakdown of consistency, recency, and volatility scores.

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Stock holdings

Latest portfolio disclosure for this scheme.

No data yet

This fund hasn't disclosed a portfolio snapshot yet.