Question 1

Which funds are similar to JM Low Duration Fund Direct Plan-Growth?

Accepted Answer

Funds similar to JM Low Duration Fund Direct Plan-Growth in the Debt: Low Duration category include ICICI Prudential Savings Fund Direct Plan-Growth, HDFC Low Duration Fund Direct-Growth, and SBI Low Duration 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.

Question 2

What is the rank of JM Low Duration Fund Direct Plan-Growth in its category?

Accepted Answer

On a 3-year return basis JM Low Duration Fund Direct Plan-Growth is ranked 14 out of 20 funds in the Debt: Low Duration category as of 16 Jul 2026. On a 5-year return basis it ranks 16 out of 20. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.

Question 3

How does JM Low Duration Fund Direct Plan-Growth's expense ratio compare to similar funds?

Accepted Answer

JM Low Duration Fund Direct Plan-Growth has an expense ratio of 0.40%. The peers ICICI Prudential Savings Fund Direct Plan-Growth has an expense ratio of 0.42% and HDFC Low Duration Fund Direct-Growth has 0.46%. 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.

Question 4

How does JM Low Duration Fund Direct Plan-Growth's AUM compare to similar funds?

Accepted Answer

JM Low Duration Fund Direct Plan-Growth has an AUM of ₹218.88 crore. The peers ICICI Prudential Savings Fund Direct Plan-Growth has an AUM of ₹22,339.1 crore and HDFC Low Duration Fund Direct-Growth has ₹18,242.4 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.

Question 5

Which fund has the best 3-year returns in the Debt: Low Duration?

Accepted Answer

The top performing fund in the Debt: Low Duration category on a 3-year basis is HSBC Low Duration Fund Direct-Growth with a CAGR of 7.95% as of 16 Jul 2026. JM Low Duration Fund Direct Plan-Growth has delivered 7.28% CAGR over the same period, ranking 14 out of 20 funds. You can view and compare the full category ranking on sharpely.

Question 6

How does JM Low Duration Fund Direct Plan-Growth rank in risk-adjusted returns vs peers?

Accepted Answer

On a risk-adjusted basis, JM Low Duration Fund Direct Plan-Growth has a Sharpe ratio of 2.15 compared to the Debt: Low Duration average of 2.19 as of 16 Jul 2026. It ranks 11 out of 20 funds in its category on Sharpe ratio.

Period	This Fund	Category Avg	Category Rank
1Y Return	+6.16%	6.21%	14 / 24
3Y Return	+7.28%	7.41%	14 / 20
5Y Return	+6.39%	6.66%	16 / 20
10Y Return	+6.29%	6.80%	17 / 19

JM Low Duration Fund Direct Plan-Growth

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