Jm Ultra Short Duration Fund


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Fund Performance Analysis

Jm Ultra Short Duration Fund Performance Snapshot (Regular Plan)

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KPIs* Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : Nov. 29, 2022.
Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2022 KPIs: Key Performance Indicators

Jm Ultra Short Duration Fund Performance Analysis

Jm Ultra Short Duration Fund Performance vs Category Average

All parametrs are in percentage

Top Performing Peers of Jm Ultra Short Duration Fund

Top Performing Funds in Ultra Short Duration Fund Category
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Fund Name Category Rank Analysis 1Y Return 3Y Return Max Drawdown VaR 1Y 95% Sharpe Ratio Sortino Ratio Hurst Index

Aditya Birla Sun Life Savings Fund

1 The Aditya Birla Sun Life Savings Fund is a Ultra Short Duration Fund. In the Ultra Short Duration Fund category there are 21 funds. The fund has 17 KPIs that are in top quartile. The fund has 74% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has three KPIs that are in bottom quartile. The fund has 13% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Aditya Birla Sun Life Savings Fund performance snapshot section. 4.48% 5.18% 0.00% 0.00% 1.52 1.16 0.43

None

2 None 4.63% 4.51% 0.00% 0.00% 0.91 0.50 0.39

Hdfc Ultra Short Term Fund

3 The Hdfc Ultra Short Term Fund is a Ultra Short Duration Fund. In the Ultra Short Duration Fund category there are 21 funds. The fund has seven KPIs that are in top quartile. The fund has 33% of the KPIs that are in top quartile. The fund has one performance parameter that is in bottom quartile. You can read more about the fund KPIs in the Hdfc Ultra Short Term Fund performance snapshot section. 4.20% 4.75% 0.00% 0.00% 1.13 0.76 0.43

Icici Prudential Ultra Short Term Fund

4 The Icici Prudential Ultra Short Term Fund is a Ultra Short Duration Fund. In the Ultra Short Duration Fund category there are 21 funds. The fund has 13 KPIs that are in top quartile. The fund has 68% of the KPIs that are in top quartile. The fund has over 50% KPIs in top quartile which shows the fund has performed exceptionally well. The fund has five KPIs that are in bottom quartile. The fund has 26% of the KPIs that are in bottom quartile. You can read more about the fund KPIs in the Icici Prudential Ultra Short Term Fund performance snapshot section. 4.30% 5.01% -0.03% 0.00% 1.46 0.99 0.41

Jm Ultra Short Duration Fund Performance Snapshot (Direct Plan)

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KPIs Fund Cat. Avg Better Than Cat. Avg In 1st Quartile In 4th Quartile Rank (In Cat.) Min / Max
Returns, performance summary of fund and return related sentences are updated daily. Last Updated On : Nov. 29, 2022.
Other parameters_direct, fund ranking, non return related analysis are updated after every month end. Last Updated On : Sept. 30, 2022 KPIs: Key Performance Indicators

Jm Ultra Short Duration Fund Regular vs Direct Plan Performance

Parameters Regular Plan Direct Plan
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% %
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% %
% %
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Expected return is based on historical relationship between fund and representative benchmark. Assuming same relationsgip will hold in future.

Annulized Returns


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Ultra Short Duration Fund Category Performance Analysis

Return Chart (Regular Plan)

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Fund Name 1D Return 1W Return 1M Return 3M Return 6M Return 1Y Return 3Y Return 5Y Return
% Rank % Rank % Rank % Rank % Rank % Rank % Rank % Rank

None

0.02
1
0.13
1
0.56
1
1.47
1
2.92
1
4.63
1
4.51
7

Dsp Ultra Short Fund

0.02
2
0.12
13
0.50
17
1.19
20
2.35
19
3.79
19
3.83
17
4.75
9

Invesco India Ultra Short Term Fund

0.02
3
0.12
8
0.51
14
1.18
21
2.40
17
3.81
18
4.01
14
5.37
7

Canara Robeco Ultra Short Term Fund

0.02
4
0.12
14
0.49
19
1.20
18
2.32
20
3.63
20
3.63
18
4.73
10

Aditya Birla Sun Life Savings Fund

0.02
5
0.12
10
0.54
4
1.37
3
2.69
2
4.48
2
5.18
2
6.29
1

Idfc Ultra Short Term Fund

0.02
6
0.13
5
0.55
3
1.27
11
2.57
11
4.10
11
4.38
11

Nippon India Ultra Short Duration Fund

0.02
7
0.12
11
0.53
9
1.27
14
2.58
10
4.40
3
5.76
1

Uti Ultra Short Term Fund

0.02
8
0.12
12
0.52
13
1.24
15
2.47
15
3.92
15
5.17
3
5.12
8

Icici Prudential Ultra Short Term Fund

0.02
9
0.13
2
0.54
6
1.32
7
2.60
6
4.30
5
5.01
4
6.12
2

Hdfc Ultra Short Term Fund

0.02
10
0.13
4
0.54
7
1.33
6
2.59
8
4.20
8
4.75
5

Sbi Magnum Ultra Short Duration Fund

0.02
11
0.12
9
0.55
2
1.31
9
2.60
7
4.15
10
4.51
6
5.89
3

Bank Of India Ultra Short Duration Fund

0.02
12
0.12
7
0.53
10
1.27
12
2.54
12
4.08
13
4.09
13
5.48
5

Tata Ultra Short Term Fund

0.02
13
0.12
17
0.50
16
1.23
16
2.39
18
3.85
17
3.98
15

Kotak Savings Fund

0.02
14
0.12
16
0.51
15
1.28
10
2.53
13
4.18
9
4.44
10
5.69
4

Mahindra Manulife Ultra Short Term Fund

0.02
15
0.12
15
0.52
12
1.32
8
2.59
9
4.10
12
4.49
9

Mirae Asset Ultra Short Duration Fund

0.02
16
0.13
3
0.54
5
1.34
5
2.62
5
4.39
4

Axis Ultra Short Term Fund

0.02
17
0.11
19
0.50
18
1.21
17
2.41
16
3.87
16
4.14
12

Idbi Ultra Short Term Fund

0.02
18
0.12
6
0.53
8
1.43
2
2.68
3
4.26
6
4.50
8
5.41
6

Motilal Oswal Ultra Short Term Fund (Mofustf)

0.01
19
0.09
21
0.44
22
1.16
22
2.17
22
3.34
22
3.42
19
1.54
11

Iti Ultra Short Duration Fund

0.01
20
0.11
18
0.48
20
1.19
19
2.29
21
3.49
21

Lic Mf Ultra Short Term Fund

0.00
22
0.09
22
0.46
21
1.27
13
2.50
14
3.95
14
3.85
16

Hsbc Ultra Short Duration Fund

0.00
22
0.11
20
0.52
11
1.36
4
2.67
4
4.23
7

L&T Ultra Short Term Fund

Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Savings Fund

0.38
1
0.99
2
1.93
3
4.27
3
6.63
1

Axis Ultra Short Term Fund

0.32
18
0.80
17
1.57
18
3.47
13

Baroda Ultra Short Duration Fund

0.38
2
1.00
1
1.86
5
3.88
6

Boi Axa Ultra Short Duration Fund

0.34
12
0.85
14
1.65
15
3.39
14
5.34
8

Canara Robeco Ultra Short Term Fund

0.29
21
0.71
21
1.40
21
2.84
19
4.69
11

Dsp Ultra Short Fund

0.31
19
0.79
20
1.52
20
3.14
18
4.85
10

Hdfc Ultra Short Term Fund

0.34
11
0.87
12
1.73
9
3.83
7

Hsbc Ultra Short Duration Fund

0.35
7
0.88
8
1.75
8

Icici Prudential Ultra Short Term Fund

0.35
6
0.92
4
1.85
6
4.14
4
6.48
2

Idbi Ultra Short Term Fund

0.35
9
0.87
10
2.02
1
4.10
5
5.66
5

Idfc Ultra Short Term Fund

0.34
13
0.86
13
1.68
13
3.51
12

Invesco India Ultra Short Term Fund

0.31
20
0.80
18
1.53
19
3.25
17
5.41
7

Kotak Savings Fund

0.35
5
0.87
9
1.72
11
3.59
9
5.78
4

Mahindra Ultra Short Term Yojana

0.33
14
0.83
15
1.66
14
3.57
10

Motilal Oswal Ultra Short Term Fund (Mofustf)

0.29
22
0.63
23
1.27
23
2.78
20
1.81
12

Nippon India Ultra Short Duration Fund

0.36
3
0.98
3
1.95
2
6.22
1

Sbi Magnum Ultra Short Duration Fund

0.34
10
0.89
6
1.71
12
3.68
8
5.89
3

Tata Ultra Short Term Fund

0.32
17
0.82
16
1.59
17
3.32
16

Uti Ultra Short Term Fund

0.32
16
0.87
11
1.87
4
5.75
2
4.92
9

L&T Ultra Short Term Fund

0.35
8
0.89
7
1.73
10
3.54
11
5.65
6

Lic Mf Ultra Short Term Fund

0.33
15
0.79
19
1.60
16
3.35
15

Mirae Asset Ultra Short Duration Fund

0.35
4
0.92
5
1.83
7

Iti Ultra Short Duration Fund

0.29
23
0.67
22
1.34
22
Fund Name 1 Month Median Return 3 Month Median Return 6 Month Median Return 1 Year Median Return 3 Year Median Return
% Rank % Rank % Rank % Rank % Rank

Aditya Birla Sun Life Savings Fund

0.39
3
1.03
4
2.01
6
4.43
4
6.77
2

Axis Ultra Short Term Fund

0.39
2
1.02
5
2.02
5
4.39
6

Baroda Ultra Short Duration Fund

0.39
5
1.05
3
1.96
8
4.10
9

Boi Axa Ultra Short Duration Fund

0.36
19
0.89
19
1.72
20
3.60
17
5.59
9

Canara Robeco Ultra Short Term Fund

0.34
22
0.84
22
1.68
22
3.42
19
5.24
11

Dsp Ultra Short Fund

0.37
8
0.97
9
1.88
12
3.87
13
5.61
8

Hdfc Ultra Short Term Fund

0.37
14
0.94
14
1.89
11
4.14
7

Hsbc Ultra Short Duration Fund

0.37
11
0.95
13
1.88
13

Icici Prudential Ultra Short Term Fund

0.39
4
1.05
2
2.11
4
4.72
3
7.09
1

Idbi Ultra Short Term Fund

0.37
9
0.95
12
2.15
2
4.43
5
6.12
4

Idfc Ultra Short Term Fund

0.35
20
0.91
18
1.78
18
3.68
16

Invesco India Ultra Short Term Fund

0.37
15
0.96
11
1.86
15
3.93
12
6.04
6

Kotak Savings Fund

0.39
6
0.98
8
1.94
9
4.05
10
6.23
3

Mahindra Ultra Short Term Yojana

0.37
13
0.94
15
1.87
14
4.01
11

Motilal Oswal Ultra Short Term Fund (Mofustf)

0.33
23
0.75
23
1.59
23
3.29
20
2.03
12

Nippon India Ultra Short Duration Fund

0.44
1
1.19
1
2.37
1
7.12
1

Sbi Magnum Ultra Short Duration Fund

0.36
18
0.93
16
1.80
17
3.86
14
6.07
5

Tata Ultra Short Term Fund

0.39
7
1.01
7
1.98
7
4.13
8

Uti Ultra Short Term Fund

0.37
12
1.01
6
2.15
3
6.30
2
5.50
10

L&T Ultra Short Term Fund

0.36
16
0.93
17
1.82
16
3.71
15
5.91
7

Lic Mf Ultra Short Term Fund

0.35
21
0.85
21
1.71
21
3.56
18

Mirae Asset Ultra Short Duration Fund

0.37
10
0.96
10
1.93
10

Iti Ultra Short Duration Fund

0.36
17
0.88
20
1.77
19
Fund Name VaR 1 Y 95% Max Drawdown Average Drawdown Standard Deviation Semi Deviation
% Rank % Rank % Rank % Rank % Rank

Kotak Savings Fund

0.00
16
0.00
12
0.00
12
0.72
10
0.45
10

Aditya Birla Sun Life Savings Fund

0.00
16
0.00
12
0.00
12
0.85
15
0.52
15

Axis Ultra Short Term Fund

0.00
16
0.00
12
0.00
12
0.69
7
0.43
8

None

0.00
16
0.00
12
0.00
12
0.64
4
0.42
6

Bank Of India Ultra Short Duration Fund

0.00
16
0.00
12
0.00
12
0.66
5
0.41
5

Canara Robeco Ultra Short Term Fund

0.00
16
0.00
12
0.00
12
0.59
2
0.38
3

Dsp Ultra Short Fund

0.00
16
0.00
12
0.00
12
0.66
6
0.41
4

Hdfc Ultra Short Term Fund

0.00
16
0.00
12
0.00
12
0.74
12
0.45
11

Icici Prudential Ultra Short Term Fund

0.00
16
-0.03
15
-0.03
15
0.80
14
0.51
14

Idbi Ultra Short Term Fund

-1.06
17
-3.50
17
-1.95
17
3.01
17
1.72
16

Idfc Ultra Short Term Fund

0.00
16
0.00
12
0.00
12
0.74
13
0.46
13

Invesco India Ultra Short Term Fund

0.00
16
-0.00
13
-0.00
13
0.72
9
0.44
9

Motilal Oswal Ultra Short Term Fund (Mofustf)

0.00
16
0.00
12
0.00
12
0.54
1
0.35
1

Nippon India Ultra Short Duration Fund

-2.60
18
-4.07
18
-1.60
16
3.01
18
2.52
18

Sbi Magnum Ultra Short Duration Fund

0.00
16
-0.01
14
-0.01
14
0.73
11
0.46
12

Tata Ultra Short Term Fund

0.00
16
0.00
12
0.00
12
0.60
3
0.36
2

Uti Ultra Short Term Fund

0.00
16
-3.24
16
-3.24
18
2.37
16
1.88
17

L&T Ultra Short Term Fund

0.00
16
0.00
12
0.00
12
0.70
8
0.42
7
Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return
% Rank % Rank % Rank % Rank Value Rank Value Rank % Rank % Rank % Rank

Kotak Savings Fund

0.87
6
0.53
5
0.52
5
0.39

Aditya Birla Sun Life Savings Fund

1.52
1
1.16
1
0.59
1
0.43
2.95
2 0.34 11
0.69
6
0.02
1
12.02
1
-0.00
4

Axis Ultra Short Term Fund

0.50
9
0.27
9
0.49
9
0.38
-1.40
7 1.10 5
0.74
5
-0.00
5
3.52
4
-0.01
8

None

0.91
5
0.50
6
0.51
7
0.39
-0.21
4 0.91 9
0.67
7
0.00
4
4.15
2
-0.01
6

Bank Of India Ultra Short Duration Fund

0.44
10
0.23
10
0.48
10
0.38
-1.18
5 1.25 2
0.56
9
-0.00
6
2.41
10
-0.00
2

Canara Robeco Ultra Short Term Fund

-0.46
17
-0.18
17
0.42
14
0.38
-1.63
10 1.03 7
0.94
1
-0.01
10
3.47
7
-0.01
11

Dsp Ultra Short Fund

0.08
14
0.04
14
0.46
13
0.37
-1.66
11 1.30 1
0.56
10
-0.00
9
2.25
11
-0.01
5

Hdfc Ultra Short Term Fund

1.13
3
0.76
3
0.54
3
0.43
-1.44
8 1.22 3
0.89
4
0.00
2
3.51
5
-0.00
3

Icici Prudential Ultra Short Term Fund

1.46
2
0.99
2
0.57
2
0.41

Idbi Ultra Short Term Fund

0.13
13
0.08
13
0.36
16
0.56
2.41
3 0.38 10
0.04
11
0.00
3
2.92
9
-0.01
7

Idfc Ultra Short Term Fund

0.83
7
0.50
7
0.51
6
0.39

Invesco India Ultra Short Term Fund

0.37
11
0.20
11
0.48
11
0.38
-2.02
12 1.20 4
0.93
2
-0.00
7
3.33
8
-0.01
10

Motilal Oswal Ultra Short Term Fund (Mofustf)

-0.96
18
-0.33
18
0.40
15
0.36
-1.58
9 0.98 8
0.61
8
-0.01
11
3.50
6
-0.02
12

Nippon India Ultra Short Duration Fund

-0.06
16
-0.02
16
0.31
18
0.54

Sbi Magnum Ultra Short Duration Fund

0.96
4
0.58
4
0.52
4
0.39

Tata Ultra Short Term Fund

0.16
12
0.08
12
0.46
12
0.39
-1.36
6 1.05 6
0.92
3
-0.00
8
3.87
3
-0.01
9

Uti Ultra Short Term Fund

0.01
15
0.01
15
0.34
17
0.57
5.55
1 -0.14 12
0.00
12
-0.05
12
1.79
12
0.01
1

L&T Ultra Short Term Fund

0.74
8
0.45
8
0.50
8
0.41

Jm Ultra Short Duration Fund Additional Return Analysis

Jm Ultra Short Duration Fund Value of Investment

Plan Type 1 Day 1 Week 1 Month 3 Month 6 Month 1 Year 3 Year 5 Year
Regular Plan Value of 1000 Rupee
Direct Plan Value of 1000 Rupee
Fund Information
Fund Launch Date: 25/Sep/2006
Fund Category: Ultra Short Duration Fund
Investment Objective: To generate stable long term returns with low risk strategy and capital appreciation/ accretion besides preservation of capital through investments in Debt & Money Market instruments such that the Macaulay duration of the portfolio is between 3 months - 6 months
Fund Description: Open Ended Debt Ultra Short Duration Fund
Fund Benchmark: Crisil Liquid Fund Index
Source: Fund FactSheet


Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.





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