JM Low Duration Fund(G)-Direct Plan
This fund ranks 20th out of 22 funds in its category.
Strengths and Weaknesses
The fund demonstrates a low level of volatility as the standard deviation is low.
Relatively low modified duration indicates that it is less affected by changes in interest rates in the market, suggesting lower risk for the fund.
There is possibility for lower returns as the fund maintains a low Yield to Maturity (YTM)
The fund holds low quality bonds and securities, along with a concentrated portfolio.
Low AUM may result in limited portfolio diversification.
Historically the fund has generated low returns.
Who should invest?
Those with a 6- to 12-month investment horizon should consider investing in this fund.
Who should avoid?
Those who have more than 1 year investment horizon should avoid this fund
This analysis is updated as on March 2025.
The Information in the scoring and ranking model is provided solely for general information and educational purposes and shall not constitute any advice or recommendation. Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. Past performance is not an indicator of future returns.
Optimise your portfolio with mutual fund advisory!
Talk to a financial advisor
Optimise your portfolio with mutual fund advisory!
Talk to a financial advisor