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JM Low Duration Fund Direct Plan Growth+0.03%

24.55%
1 Year Return
Debt
Low Duration
5.0star
6M
1Y
3Y
5Y
All

Fund Details

JM Low Duration Fund Direct Plan Growth

RiskLow to Moderate
Min SIP Amount₹500
Expense Ratio0.00%
NAV₹29.71 (21 Jun 2021)
Fund Started02 Jan 2013
Fund Size128 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
24.6%
5.7%
6.3%
5.9%
Category Average
7.4%
4.9%
5.8%
-
Rank Within Category
2
17
16
-
*All returns are annualized.
SIP
ONE TIME
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 24.6% returns per annum

Comparison

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

Top Holdings

NameSectorInstrument% Assets
Reserve Bank of IndiaFinancialT-Bills19.5%
Reserve Bank of IndiaFinancialT-Bills19.4%
GOISovereignGOI Sec12.1%
Reserve Bank of IndiaFinancialT-Bills11.7%
REC Ltd.FinancialNCD4.0%
Housing Development Finance Corpn. Ltd.FinancialDebenture4.0%
Bajaj Finance Ltd.FinancialNCD4.0%
Reliance Industries Ltd.EnergyNCD4.0%
Mahindra & Mahindra Financial Services Ltd.FinancialDebenture4.0%
Power Finance Corpn. Ltd.FinancialBonds/NCD4.0%
See All

Fund Managers

Vikas Agrawal
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JM Low Duration Fund Direct Plan Growth Details

JM Low Duration Fund Direct Plan Growth is a Debt Mutual Fund Scheme launched by JM Financial Mutual Fund. This scheme was made available to investors on 02 Jan 2013. Vikas Agarwal is the Current Fund Manager of JM Low Duration Fund Direct Plan Growth fund.The fund currently has an Asset Under Management(AUM) of ₹128 Cr and the Latest NAV as of 21 Jun 2021 is ₹29.71.

The JM Low Duration Fund Direct Plan Growth is rated Low to Moderate risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000.

Investment Objective

The scheme seeks to generate stable long term returns with low risk strategy and capital appreciation/accretion besides preservation of capital through investments in Debt & Money Market instruments such that the Macaulay duration of the portfolio is between 6 months - 12 months.

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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