NSE ScannerJM Financial Mutual Fund · Debt · Dynamic Term · Regular plan
JM Dynamic Term Fund - Regular Plan - Growth
₹43.127NAV on 30 Oct 2026Expense ratio 0.93%
29 Oct 2025NAV low 42.15 · high 43.45+1.9%
In plain words
Over 3 years it returned +6.0% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -1.3%.
On 3-year return it ranks 12 of 21 funds in Dynamic Term.
A monthly SIP over 10 years ended ₹44,299 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -0.2% | +1.9% |
| 3 months | -0.3% | -5.1% |
| 6 months | +1.6% | -3.2% |
| 1 year | +2.0% | -10.2% |
| 3 years (yearly) | +6.0% | +7.4% |
| 5 years (yearly) | +5.5% | +6.5% |
| 10 years (yearly) | +6.0% | +11.3% |
| Since start (yearly) | +6.7% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,21,487 | +2.0% |
| 3 years | ₹3,60,000 | ₹3,87,425 | +4.6% |
| 5 years | ₹5,90,000 | ₹6,76,877 | +5.4% |
| 10 years | ₹11,90,000 | ₹15,82,723 | +5.5% |
Other plan of this fund: JM Dynamic Term Fund - Direct Plan - Growth