Income/Debt Oriented Schemes - Ultra Short to Short Term Fund
| Period | Win Ratio (%) | Avg Win over Benchmark (%) | Avg Loss over Benchmark (%) |
|---|---|---|---|
| 30 days | 43% | 47% | 62% |
| 60 days | 42% | 29% | 42% |
| 90 days | 41% | 23% | 33% |
| 180 days | 37% | 18% | 23% |
| 1Yr | 37% | 8% | 17% |
| 3Yr | 2% | 1% | 9% |
| 5Yr | 3% | 1% | 9% |
| 7Yr | 0% | 0% | 7% |
| Period | JM Ultra Short to Short Term Fund (Direct) - Growth | Nifty 50 |
|---|---|---|
| 30 days | 2.5% | -29.5% | 6.3% | 13.0% | 26.6% | -64.5% | 14.2% | 195.8% |
| 60 days | 4.1% | -33.2% | 6.3% | 12.0% | -23.0% | -51.8% | 15.4% | 131.2% |
| 90 days | 4.4% | -31.9% | 6.4% | 118.9% | -25.0% | -55.0% | 14.8% | 117.6% |
| 1 Year | 5.8% | -12.1% | 6.5% | 26.9% | -10.0% | -17.6% | 10.3% | 60.5% |
| 3 Years | 7.1% | 4.6% | 6.7% | 11.3% | 7.7% | 7.4% | 15.3% | 26.6% |
| 5 Years | 6.5% | 5.3% | 6.2% | 9.9% | 6.4% | 6.4% | 15.5% | 23.2% |
| 7 Years | 8.8% | 5.9% | 6.1% | 8.2% | 11.2% | 11.2% | 13.3% | 15.3% |
| 10 Years | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
| Start Date | End Date | Duration | Max Drop (%) | Benchmark & Other Symbols Max Drop | Start Value | Min Value | End Value |
|---|---|---|---|---|---|---|---|
| May 10, 2019 | July 4, 2020 | 421 days | 15% | Nifty 50: 32% | 10747 | 9135 | 11456 |