Fund Details
JM Low Duration Fund Direct Plan Growth
| Risk | Low to Moderate |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 0.00% |
| NAV | ₹29.71 (21 Jun 2021) |
|---|---|
| Fund Started | 02 Jan 2013 |
| Fund Size | ₹128 Cr |
Returns
Comparison
Found nothing so far.
Found nothing so far.
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| Reserve Bank of India | Financial | T-Bills | 19.5% |
| Reserve Bank of India | Financial | T-Bills | 19.4% |
| GOI | Sovereign | GOI Sec | 12.1% |
| Reserve Bank of India | Financial | T-Bills | 11.7% |
| REC Ltd. | Financial | NCD | 4.0% |
| Housing Development Finance Corpn. Ltd. | Financial | Debenture | 4.0% |
| Bajaj Finance Ltd. | Financial | NCD | 4.0% |
| Reliance Industries Ltd. | Energy | NCD | 4.0% |
| Mahindra & Mahindra Financial Services Ltd. | Financial | Debenture | 4.0% |
| Power Finance Corpn. Ltd. | Financial | Bonds/NCD | 4.0% |
Fund Managers
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.
