JM Low Duration Fund Direct Plan Dividend Fortnightly+0.06%

21.86%
1 Year Return
Debt
Ultra Short Term
2.0star
6M
1Y
3Y
5Y
All

Fund Details

JM Low Duration Fund Direct Plan Dividend Fortnightly

RiskModerately Low
Min SIP Amount₹500
Expense Ratio0.00%
NAV11.18 (19 Oct 2020)
Fund Started01 Jan 2013
Fund Size130 Cr

Returns

1Y
3Y*
5Y*
Since inception*
JM Low Duration Fund Direct Plan Dividend Fortnightly
21.9%
6.2%
6.9%
7.7%
Category Average
6.3%
5.1%
6.1%
-
Rank within category
1
17
16
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with 21.9% annual returns

    Comparison

    Data not available
    Pros
    Found nothing so far.
    Cons
    Found nothing so far.

    Top Holdings

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    Reserve Bank of IndiaFinancialT-Bills7.5%
    Housing Development Finance Corpn. Ltd.FinancialDebenture4.0%
    REC Ltd.FinancialNCD4.0%
    Bajaj Finance Ltd.FinancialNCD4.0%
    Reliance Industries Ltd.EnergyNCD4.0%
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    Fund Managers

    addVikas Agrawal
    Education
    Mr. Agarwal is a B.Com and PGDBM (Finance)
    Experience
    He has been associated with JM Financials since 2011.
    Funds Managed

    JM Low Duration Fund Direct Plan Dividend Fortnightly Details

    JM Low Duration Fund Direct Plan Dividend Fortnightly 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 Low Duration Fund Direct Plan Dividend Fortnightly fund.The fund currently has an Asset Under Management(AUM) of ₹130 Cr and the Latest NAV as of 19 Oct 2020 is ₹11.18.

    The JM Low Duration Fund Direct Plan Dividend Fortnightly is rated Moderately Low risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000.

    Tax Implications

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Nil
    Exit Load

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    About JM Financial Mutual Fund

    Address
    Office B, 8th Floor, Cnergy, Appasaheb Marathe Marg, Prabhadevi, Mumbai - 400 025. Mumbai 400 051
    Phone
    022-61987777
    Launch Date
    15 Sep 1994
    Website
    NA
    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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