Name: JM Floater Short term Plan Growth
Brand: JM Financial Mutual Fund

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JM Floater Short term Plan Growth
Debt
Liquid
Low Risk
6.89%
3Y annualised
+0.02% 1D
1M
6M
1Y
3Y
5Y
 NAV: 27 Apr 2017₹24.51
Min. SIP amountNA
Rating1
Fund sizeNA
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Debt Liquid
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns5.9%6.9%7.5%NA
Category averageNANANANA
Rank with in categoryNANANANA
Understand terms
Holdings (1)NameSectorInstrumentAssets
CBLO(CCIL)
Current AssetsMoney Market100.1%
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Expense ratio, exit load and taxExpense ratio: NAInclusive of GST
Exit loadNil
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.
Understand terms
Minimum investment amountsMin. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA
Fund house & investment objective
JM Financial Mutual Fund
Rank (total assets)#32 in India
Total AUM₹2,170.00Cr
Date of Incorporation15 Sep 1994
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 15
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 15 Sep 1994. 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 ₹2,170 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. ...Read more
Investment Objective
The fund seeks to provide regular income and capital appreciation through investment in floating rate debt instruments, fixed rate debt instrument swa
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.
...Read more
Fund benchmarkCRISIL Liquid Fund Index
Scheme Information Document(SID)
Fund house contact details
Address
Office B, 8th Floor, Cnergy, Appasaheb Marathe Marg, Prabhadevi, Mumbai - 400 025. Mumbai 400 051
Phone
022-61987777
Launch Date
15 Sep 1994
E-mail
[email protected]
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,
Email
[email protected]
Website
www.karvymfs.com
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	1Y	3Y	5Y	All
Fund returns	5.9%	6.9%	7.5%	NA
Category average	NA	NA	NA	NA
Rank with in category	NA	NA	NA	NA

Rating	1
Fund size	NA

Rank (total assets)	#32 in India
Total AUM	₹2,170.00Cr