Mr. Killol Pandya, Ms. Naghma Khoja, Ms. Ruchi Fozdar
Investment Objective
The investment objective will be to actively manage a portfolio of good quality debt as well as Money Market Instruments so as to provide reasonable returns and liquidity to the Unit holders.Investors are required to read all the scheme related information set out in this document carefully and also note that there can be no assurance that the investment objectives of the scheme will be realized. The scheme does not guarantee/ indicate any returns.
Benchmark
CRISIL Dynamic Bond A-III Index
Expense Ratio
0.98% As on (30-06-2025)
Minimum Investment | Top up
1000.0 | 100.0
Total Assets
47.51 Cr As on (30-05-2025)
PERFORMANCE of JM Dynamic Bond Fund (Regular) - Growth Option
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Key Performance and Risk Statistics of JM Dynamic Bond Fund (Regular) - Growth Option