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JM Low Duration Fund Direct Plan IDCW Fortnightly

Debt
Low Duration
Low to Moderate Risk
4.56%
3Y annualised
+0.02% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 20 May 2022₹11.11
Min. SIP amount₹500
Rating2
Fund size₹161.23Cr

Returns and rankings

Category: Debt Low Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns3.5%4.6%5.5%7.0%
Category average5.6%4.8%5.7%NA
Rank with in category111718NA
Understand terms

Holdings (19)

NameSectorInstrumentAssets
Reserve Bank of India
FinancialT-Bills9.3%
Larsen & Toubro Ltd.
ConstructionNCD6.9%
HDB Financial Services Ltd.FinancialDebenture6.9%
Hindalco Industries Ltd.
Metals & MiningBonds/NCD6.8%
REC Ltd.FinancialNCD6.8%
National Bank For Agriculture & Rural DevelopmentFinancialNCD6.8%
Piramal Capital & Housing Finance Ltd.
FinancialCP6.4%
Tata Steel Ltd.
Metals & MiningDebenture6.2%
Reliance Industries Ltd.EnergyNCD3.4%
Bajaj Finance Ltd.FinancialNCD3.4%
See All

Expense ratio, exit load and tax

Expense ratio: 0.29%

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

Education
Ms. Tibrewala is a B.Com (H), ACA and CS.
Experience
She has been associated with JM Financials since 2003.
Also manages these schemes

Gurvinder Singh Wasan
Apr 2022 - Present
View details

Education
Mr. Wasan is a Chartered Accountant, CFA and Master of Commerce from Mumbai University.
Experience
Prior to joining Principal Mutual Fund, he has worked with Crisil Ltd. and ICICI Bank Ltd.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Office B-8th Floor-Cnergy,Appasaheb Marathe Marg,Prabhadevi, Mumbai 400025
Phone
022-33797777 / 1800-103-8345
Launch Date
15 Sep 1994
Website
NA
Amc Image
JM Financial Mutual Fund
Asset Management Company
Custodian
HDFC Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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FAQs

How to Invest in JM Low Duration Fund Direct Plan IDCW Fortnightly?

You can easily invest in JM Low Duration Fund Direct Plan IDCW Fortnightly in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps:

  • Log on to your Groww account
  • Search for JM Low Duration Fund Direct Plan IDCW Fortnightly from the search box
  • In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
  • Once you are done with that, you can start investing in JM Low Duration Fund Direct Plan IDCW Fortnightly as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does JM Low Duration Fund Direct Plan IDCW Fortnightly provide?

The JM Low Duration Fund Direct Plan IDCW Fortnightly has been there from 01 Jan 2013 and the average annual returns provided by this fund is 3.45% since its inception.

How much expense ratio is charged by JM Low Duration Fund Direct Plan IDCW Fortnightly?

The term Expense Ratio used for JM Low Duration Fund Direct Plan IDCW Fortnightly or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund.

The Expense Ratio of JM Low Duration Fund Direct Plan IDCW Fortnightly is 0.29% as of 22 May 2022...

What is the AUM of JM Low Duration Fund Direct Plan IDCW Fortnightly?

The AUM, short for Assets Under Management of JM Low Duration Fund Direct Plan IDCW Fortnightly is ₹161.23Cr as of 22 May 2022.

How to Redeem JM Low Duration Fund Direct Plan IDCW Fortnightly?

If you want to sell your JM Low Duration Fund Direct Plan IDCW Fortnightly holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of JM Low Duration Fund Direct Plan IDCW Fortnightly?

You can select either SIP or Lumpsum investment of JM Low Duration Fund Direct Plan IDCW Fortnightly based on your investment objective and risk tolerance.

What is the NAV of JM Low Duration Fund Direct Plan IDCW Fortnightly?

The NAV of JM Low Duration Fund Direct Plan IDCW Fortnightly is ₹11.11 as of 20 May 2022.

What is the PE and PB ratio of JM Low Duration Fund Direct Plan IDCW Fortnightly?

The PE ratio ratio of JM Low Duration Fund Direct Plan IDCW Fortnightly is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

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