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JM Floater Short term Plan Growth+0.02%

5.88%
1 Year Return
Debt
Floater
1.0star
6M
1Y
3Y
5Y

Fund Details

JM Floater Short term Plan Growth

RiskLow
Min SIP AmountNot Supported
Expense Ratio0.23%
NAV₹24.51 (27 Apr 2017)
Fund Started25 Jun 2003
Fund Size2 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
5.9%
6.9%
7.5%
7.6%
Category Average
-
-
-
-
Rank Within Category
-
-
-
-
*All returns are annualized.
SIP
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 5.9% returns per annum

Comparison

Data not available
Pros
Found nothing so far.
Cons
Found nothing so far.

Top Holdings

NameSectorInstrument% Assets
CBLO(CCIL)Current AssetsMoney Market100.1%
Current AssetsCurrent AssetsCurrent Assets-0.1%

Fund Managers

JM Floater Short term Plan Growth Details

JM Floater Short term Plan Growth is a Debt Mutual Fund Scheme launched by JM Financial Mutual Fund. This scheme was made available to investors on 25 Jun 2003. Shalini Tibrewala is the Current Fund Manager of JM Floater Short term Plan Growth fund.The fund currently has an Asset Under Management(AUM) of ₹2 Cr and the Latest NAV as of 27 Apr 2017 is ₹24.51.

The JM Floater Short term Plan Growth is rated Low risk. Minimum SIP Investment is set to 500.

Investment Objective

The fund seeks to provide regular income and capital appreciation through investment in floating rate debt instruments, fixed rate debt instrument swapped for floating rate returns and also fixed rate instruments and money market instruments.

Tax Implications

Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

Scheme Information Document(SID)

Not Supported
Min for First Investment
Not Supported
Min for Second Investment
Nil
Exit Load

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About JM Financial Mutual Fund

Address
Office B, 8th Floor, Cnergy, Appasaheb Marathe Marg, Prabhadevi, Mumbai - 400 025. Mumbai 400 051
Phone
022-61987777
Launch Date
15 Sep 1994
Website
NA
JM Financial Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
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