JM Ultra Short to Short Term Fund (Regular)
JM Financial Mutual Fund · benchmark: the median Ultra Short to Short Term fund · 8.5 years old · AMFI code 143607
Tax: Taxed at your income-tax slab rate on all gains, however long you hold (more than 65% of the fund is in debt).
B (middle of the peer group), score 50.2 out of 100. Describes the past, not a forecast.
Returns against the index
| Period | Fund | Index (TRI) | Difference | Rank in category |
|---|---|---|---|---|
| 6 months | 2.8% | 2.8% | -0.0% | 10 / 24 |
| 1 year | 5.4% | 5.4% | -0.0% | 13 / 23 |
| 3 years (a year) | 6.7% | 6.7% | +0.0% | 13 / 20 |
| 5 years (a year) | 6.1% | 6.1% | 0.0% | 11 / 17 |
Growth option, point to point to 6 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.
Risk
Portfolio
Holdings for this scheme are not available yet; its rating uses the track record only.
Common questions
What is the NAV of JM Ultra Short to Short Term Fund (Regular plan)?
₹39.96 on 6 Nov 2026 (Growth option).
What is the expense ratio of JM Ultra Short to Short Term Fund (Regular)?
0.84% a year; the Direct plan's is 0.41%.
What return has JM Ultra Short to Short Term Fund given over 3 years?
6.7% a year (Regular plan) over the 3 years to 6 Nov 2026, against 6.7% for the median Ultra Short to Short Term fund.
How is JM Ultra Short to Short Term Fund rated?
B: 10 of 20 Regular plans in Ultra Short to Short Term, on its track record. This describes the past and is not a recommendation.
Data as of 8 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from JM Financial Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.