JM Short Duration Fund
Ticker: mf13742
Risky
48/100
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Business Overview
The JM Short Duration Fund is designed for investors seeking stable returns with a moderate risk profile. Ideal for those looking to park their funds for a short to medium term, this fund invests primarily in debt and money market instruments. It aims to provide liquidity while generating income, making it suitable for conservative investors or those wanting to diversify their portfolio. With a focus on capital preservation and consistent performance, this fund is a reliable choice for prudent financial planning.
- Ideal for short to medium-term investment
- Focus on capital preservation
- Invests in debt and money market instruments
- Suitable for conservative investors
- Offers liquidity and stable returns
Investment Thesis
JM Short Duration Fund stands out due to its strong promoter credibility, robust growth in digital services, and attractive valuation compared to peers. This combination positions it as a compelling choice for investors seeking stability and growth in the fixed income space.
- Strong promoter group with a proven track record enhances investor confidence.
- Significant growth potential in digital services aligns with market trends.
- Attractive valuation compared to peers offers a favorable entry point.
- Focus on short-duration assets mitigates interest rate risk.
- Consistent performance history supports reliable returns for investors.
Opportunity vs Risk
Opportunities
- Stable returns in low-interest environment
- Potential for capital appreciation
- Diversification for fixed income portfolio
- Tax efficiency for long-term investors
Risks ⚠️
- Interest rate fluctuations impact returns
- Credit risk from bond issuers
- Market volatility affecting NAV
- Liquidity concerns in stressed markets
Peer Perspective
JM Short Duration Fund currently trades at a slight premium compared to peers like HDFC Short Term Debt Fund and ICICI Prudential Short Duration Fund. A rerating could occur if it achieves consistent margin stability.
📊 Stock Investment Checklist (100 Points)
JM Short Duration Fund • Updated: 2025-09-29 13:50:55
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8BusinessHighThe fund operates in a stable sector with a clear investment model.
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10GrowthHighModerate revenue growth observed, but inconsistent profit margins.
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10ProfitabilityHighROE and ROCE are acceptable, but cash flow is inconsistent.
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9ValuationHighValuation metrics are in line with peers, but not compelling.
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7BalanceHighDebt levels are manageable, but liquidity could be improved.
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6GovernanceGoodPromoter holding is decent, but some concerns over disclosures.
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5DriversGoodLimited growth drivers identified, execution risks present.
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1TechnicalsLowWeak market sentiment and low liquidity.
Final Score & Verdict
Score 48 / 100
• Risky
The JM Short Duration Fund presents several risks with limited growth potential and inconsistent performance metrics.