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

Home>Mutual Funds>JM Financial Mutual Fund>JM Floater Short term Plan Growth

bookmark_border
share
JM Floater Short term Plan Growth
Debt
Liquid
Low Risk
5.88%
1Y return
+0.02% 1D
1M
6M
1Y
3Y
5Y
NAV: 27 Apr 2017₹24.51
Min. SIP AmountNA
Rating1star
Fund SizeNA
Holdings (1)NameSectorInstrumentAssets
CBLO(CCIL)
Current AssetsMoney Market100.1%
Pros and consCategory: Debt Liquid
ProsAge is more than 3 years
Exit load is zero
ConsAsset under management(AUM) is less than 1000 Crs. Watch expense ratio when AUM is very low
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: null%Inclusive 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 termsinfo
Fund managementNA
Fund house & investment objective
keyboard_arrow_down
JM Financial Mutual Fund
Rank (total assets)#32 in India
Total AUM2,170.00 Cr
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
descriptionScheme Information Document(SID)
Fund house contact details
keyboard_arrow_down
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
Compare funds
JM Floater Short term Plan Growth
VS
Add mutual fund to compare

No.11, 2nd floor, 80 FT Road
4th Block, S.T Bed, Koramangala
Bengaluru – 560034
Contact Us
PRODUCTS
StocksFutures & OptionsMutual FundsFixed DepositGoldUS Stocks
GROWW
About UsPricingBlogMedia & PressHelp and Support
QUICK LINKS
AMC Mutual FundsCalculatorsGlossaryOpen Demat AccountGroww Digest
ⓒ 2016-2021 Groww. All rights reserved, Built with ♥in India

Rating	1
Fund Size	NA