Which funds are similar to JM Dynamic Term Fund Direct-Growth?
Funds similar to JM Dynamic Term Fund Direct-Growth in the Debt: Dynamic Term category include ICICI Prudential Dynamic Term Fund Direct-Growth, Nippon India Dynamic Term Fund Direct-Growth, and SBI Dynamic Term Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of JM Dynamic Term Fund Direct-Growth in its category?
On a 3-year return basis JM Dynamic Term Fund Direct-Growth is ranked 14 out of 23 funds in the Debt: Dynamic Term category as of 21 Oct 2026. On a 5-year return basis it ranks 12 out of 23. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.
How does JM Dynamic Term Fund Direct-Growth's expense ratio compare to similar funds?
JM Dynamic Term Fund Direct-Growth has an expense ratio of 0.44%. The peers ICICI Prudential Dynamic Term Fund Direct-Growth has an expense ratio of 0.63% and Nippon India Dynamic Term Fund Direct-Growth has 0.35%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does JM Dynamic Term Fund Direct-Growth's AUM compare to similar funds?
JM Dynamic Term Fund Direct-Growth has an AUM of ₹52.09 crore. The peers ICICI Prudential Dynamic Term Fund Direct-Growth has an AUM of ₹12,863.1 crore and Nippon India Dynamic Term Fund Direct-Growth has ₹3,701.52 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Debt: Dynamic Term?
The top performing fund in the Debt: Dynamic Term category on a 3-year basis is Bandhan Dynamic Term Fund Direct-Growth with a CAGR of 8.01% as of 21 Oct 2026. JM Dynamic Term Fund Direct-Growth has delivered 6.48% CAGR over the same period, ranking 14 out of 23 funds. You can view and compare the full category ranking on sharpely.
How does JM Dynamic Term Fund Direct-Growth rank in risk-adjusted returns vs peers?
On a risk-adjusted basis, JM Dynamic Term Fund Direct-Growth has a Sharpe ratio of 0.40 compared to the Debt: Dynamic Term average of 0.42 as of 21 Oct 2026. It ranks 14 out of 23 funds in its category on Sharpe ratio.
