Home>Mutual Funds>JM Financial Mutual Fund>JM G Sec Direct Plan Growth

JM G Sec Direct Plan Growth

Debt
Gilt
Moderate Risk
13.04%
1Y return
+0.01% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 07 Sep 2019₹63.75
Min. SIP amountNA
Rating2star
Fund size₹14.09 Cr

Returns and rankings

Category: Debt Gilt
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns13.0%6.9%9.7%8.5%
Category average2.5%9.3%7.8%NA
Rank with in category201917NA
Understand termsinfo

Holdings (3)

NameSectorInstrumentAssets
GOI
SovereignGOI Sec53.1%
GOI
SovereignGOI Sec22.2%
GOI
SovereignGOI Sec14.9%

Pros and cons

info
Category: Debt Gilt
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Pros

1Y Returns are higher than the category average returns
5Y Returns are higher than the category average returns
Exit load is zero
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Cons

Asset under management(AUM) is less than 100 Crs. Watch expense ratio when AUM is very low
3Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: NA

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

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

Understand termsinfo
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

Vikas Agrawal
Aug 2014 - Present
View details
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Fund house & investment objective

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Fund house contact details

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