JM Income Fund Growth

Debt
Medium to Long Duration
Moderate Risk
1.98%
3Y annualised
-0.06% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 22 Oct 2021₹50.87
Min. SIP amountNA
Rating2star
Fund size₹21.34 Cr

Returns and rankings

Category: Debt Medium to Long Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns2.0%2.0%2.7%6.3%
Category average3.0%7.4%6.6%NA
Rank with in category141314NA
Understand termsinfo

Holdings (4)

NameSectorInstrumentAssets
GOI
SovereignGOI Sec24.8%
GOI
SovereignGOI Sec24.6%
GOI
SovereignGOI Sec23.2%
Reserve Bank of India
FinancialT-Bills2.4%

Expense ratio, exit load and tax

Expense ratio: 1.34%

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

Shalini Tibrewala
Aug 2021 - Present
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Vikas Agrawal
Aug 2014 - Present
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Fund house & investment objective

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Fund house contact details

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