JM Income Fund Growth

Debt
Medium to Long Duration
Low to Moderate Risk
1.45%
1Y return
+0.09% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 02 Aug 2021₹50.34
Min. SIP Amount₹500
Rating2star
Fund Size₹17.19 Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

Returns and rankings

Category: Debt Medium to Long Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns1.4%1.9%2.9%6.3%
Category average3.0%7.4%6.6%NA
Rank with in category141313NA
Understand termsinfo

Holdings (2)

NameSectorInstrumentAssets
GOI
SovereignGOI Sec30.3%
Reserve Bank of India
FinancialT-Bills5.8%

Pros and cons

Category: Debt Medium to Long Duration

Pros

  • Age is more than 10 years
  • Exit load is zero

Cons

  • Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
  • 3Y Returns are lower than the category average returns
  • 5Y Returns are lower than the category average returns
  • 10Y Returns are lower than the category average returns
  • 1Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: 0.7741808%

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

Minimum investment amounts

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

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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