Which funds are similar to JM Short Term Fund Direct-Growth?
Funds similar to JM Short Term Fund Direct-Growth in the Debt: Short Term category include ICICI Prudential Short Term Fund Direct Plan-Growth, Kotak Short Term Fund Direct-Growth, and HDFC Short Term Fund Direct Plan-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 Short Term Fund Direct-Growth in its category?
On a 3-year return basis JM Short Term Fund Direct-Growth is ranked 21 out of 25 funds in the Debt: Short Term category as of 5 Oct 2026. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.
How does JM Short Term Fund Direct-Growth's expense ratio compare to similar funds?
JM Short Term Fund Direct-Growth has an expense ratio of 0.39%. The peers ICICI Prudential Short Term Fund Direct Plan-Growth has an expense ratio of 0.45% and Kotak Short Term Fund Direct-Growth has 0.38%. 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 Short Term Fund Direct-Growth's AUM compare to similar funds?
JM Short Term Fund Direct-Growth has an AUM of ₹81.56 crore. The peers ICICI Prudential Short Term Fund Direct Plan-Growth has an AUM of ₹18,889.8 crore and Kotak Short Term Fund Direct-Growth has ₹14,241.3 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: Short Term?
The top performing fund in the Debt: Short Term category on a 3-year basis is Bandhan Short Term Fund Direct-Growth with a CAGR of 7.82% as of 5 Oct 2026. JM Short Term Fund Direct-Growth has delivered 7.16% CAGR over the same period, ranking 21 out of 25 funds. You can view and compare the full category ranking on sharpely.
How does JM Short Term Fund Direct-Growth rank in risk-adjusted returns vs peers?
On a risk-adjusted basis, JM Short Term Fund Direct-Growth has a Sharpe ratio of 1.00 compared to the Debt: Short Term average of 1.07 as of 5 Oct 2026. It ranks 19 out of 25 funds in its category on Sharpe ratio.
