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JM Income Fund Direct Growth

Debt
Medium to Long Duration
Moderate Risk
1.98%
3Y annualised
+0.01% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 28 Jan 2022₹55.61
Min. SIP amount₹500
Rating2
Fund size₹17.74Cr

Returns and rankings

Category: Debt Medium to Long Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns2.1%2.0%3.3%5.5%
Category average3.0%7.4%6.6%NA
Rank with in category101413NA
Understand terms

Holdings (4)

NameSectorInstrumentAssets
GOI
SovereignGOI Sec29.0%
GOI
SovereignGOI Sec28.0%
GOI
SovereignGOI Sec27.5%
Reserve Bank of India
FinancialT-Bills2.9%

Pros and cons

Category: Debt Medium to Long Duration

Pros

Exit load is zero
Lower expense ratio: 0.54%
Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality

Cons

Lower AUM: 17Cr. Funds with lower AUM tend to have higher expense ratio
Consistently lower annualised returns than category average for the past 1Y, 3Y and 5Y
Low rating: 2

Expense ratio, exit load and tax

Expense ratio: 0.54%

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 terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

Shalini Tibrewala
Aug 2021 - Present
View details
Vikas Agrawal
Aug 2014 - Present
View details

Fund house & investment objective

Fund house contact details

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FAQs

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