| Risk | Moderate |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 0.40% |
| NAV | ₹53.26 (21 Sep 2020) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹35 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| GOI | Sovereign | GOI Sec | 43.5% |
| GOI | Sovereign | GOI Sec | 17.7% |
| GOI | Sovereign | GOI Sec | 15.3% |
| GOI | Sovereign | GOI Sec | 14.0% |
JM Income Fund Direct Growth is a Debt Mutual Fund Scheme launched by JM Financial Mutual Fund. This scheme was made available to investors on 01 Jan 2013. Vikas Agarwal is the Current Fund Manager of JM Income Fund Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹35 Cr and the Latest NAV as of 21 Sep 2020 is ₹53.26.
The JM Income Fund Direct Growth is rated Moderate risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000.
The scheme seeks to provide high degree of liquidity, along with current income and capital preservation through a mix of debt and equity.
Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.