Sundaram Mutual Fund
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund) - Direct Plan - Growth Option
Low Duration
+7.2% 3Y CAGR
JM Financial Mutual Fund
Low Duration · Direct · Growth
NAV as of 30 Oct 2026 · Source: AMFI
JM Low Duration Fund is a Low Duration fund from JM Financial Mutual Fund, with NAVs going back to May 2018. This page covers its direct plan, growth option.
Over the last three years it returned 7.13% a year, 13th of 19 Low Duration funds (median 7.22%). Over five years it returned 6.49% a year, 12th of 16. Its biggest fall from a peak in the last three years was 0.2%.
Annualised (CAGR) for periods over a year, calculated from AMFI NAVs up to 30 Oct 2026. Past performance does not guarantee future returns. How we calculate returns
1 Year
+5.78%
3 Years
+7.13%
5 Years
+6.49%
Since launch (25 May 2018)
+6.09%
Measured from this fund's own daily NAVs over the last three years.
Volatility (annualised)
0.5%
How much the NAV typically swings in a year. Higher means a bumpier ride.
Worst fall from a peak
-0.2%
The biggest drop from a high to a later low. A sense of what a bad stretch has looked like.
Daily NAV since 25 May 2018.
These come from the fund's monthly factsheet and Scheme Information Document (SID). We don't show them yet, because we can't keep them accurate. Check them on JM Financial Mutual Fund's website before you invest.
Funds next to JM Low Duration Fund, in the same category, ranked by 3-year return.
Sundaram Mutual Fund
Low Duration
+7.2% 3Y CAGR
JM Low Duration Fund (Direct) - Growth
Research-only · No transactions