JM Money Market Fund - Regular - Growth+0.07%

3Groww
6.32%
1 Year Return
Debt
Money Market
3.0 star
6M
1Y
3Y
5Y

Fund Details

JM Money Market Fund - Regular - Growth

RiskModerately Low
Min SIP AmountNot Supported
Expense Ratio0.59%
NAV24.83 (28 May 2018)
Fund Started27 Sep 2006
Fund Size35 Cr

Returns

1Y
3Y*
5Y*
Since inception*
JM Money Market Fund - Regular - Growth
6.3%
7.1%
7.9%
NA
Category Average
NA
NA
NA
-
Rank within category
NA
NA
NA
-
*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
    30
    with 6.3% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Risk-adjusted returns are higher compared to the category
    3. Risk is lower compared to the benchmark
    4. Exit load is zero
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    2. 1Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    CBLO(CCIL)Current AssetsMoney Market14.9%
    Shriram City Union Finance (234D)Financial ServicesCP10.6%
    IndusInd Bank Ltd.Financial ServicesCD10.2%
    GRUH Finance Ltd. (364D)Financial ServicesCP10.2%
    7.6 Shriram Transport Finance Co. Ltd. Jan 17 2019 Financial ServicesDebentures9.6%
    NABARD (158D)Financial ServicesCP9.2%
    Rural Electrification Corporation (180D)Financial ServicesCP9.1%
    HDFC Bank Ltd.Financial ServicesCD8.8%
    Vijaya BankFinancial ServicesCD7.8%
    Godrej Industries Ltd. (91D)Consumer GoodsCP6.2%
    See All

    Fund Managers

    NA

    Other Details

    JM Money Market Fund - Regular - Growth is a Debt Mutual Fund Scheme launched by JM Financial Mutual Fund. This scheme was introduced to investors on 27 Sep 2006. Vikas Agarwal is the Current Fund Manager of JM Money Market Fund - Regular - Growth.The fund currently has an Asset Under Management(AUM) of ₹35 Cr and the Latest NAV as of 28 May 2018 is ₹24.83.

    The JM Money Market Fund - Regular - Growth is rated Moderately Low risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. Nil.

    Investment Objective

    To generate stable long term returns with low risk strategy and capital appreciation/accretion through investments in debt instruments and related securities besides preservation of capital.

    Tax Implications

    Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

    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
    14 Sep 1994
    Website
    NA
    JM Financial Mutual Fund
    Asset Management Company
    Custodian
    NA
    Registrar & Transfer Agent
    NA
    Address
    NA
    Email
    NA
    Website
    NA
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