Name: JM Monthly Income Plan Direct Growth
Brand: JM Financial Mutual Fund

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JM Monthly Income Plan Direct Growth
Hybrid
Conservative
Moderate Risk
8.48%
1Y return
+0.02% 1D
1M
6M
1Y
3Y
NAV: 30 Dec 2016₹25.33
Min. SIP AmountNA
Rating1star
Fund SizeNA
Pros and consCategory: Hybrid Conservative
ProsLower expense ratio - 0.4%
Exit load is zero
ConsAsset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Expense ratio, exit load and taxExpense ratio: null%Inclusive of GST
Exit loadNil
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.
Understand termsinfo
Fund managementNA
Fund house & investment objective
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JM Financial Mutual Fund
Rank (total assets)#32 in India
Total AUM2,170.00 Cr
Date of Incorporation15 Sep 1994
JM Monthly Income Plan Direct Growth is a Hybrid Mutual Fund Scheme launched by JM Financial Mutual Fund. This scheme was made available to investors 
JM Monthly Income Plan Direct Growth is a Hybrid Mutual Fund Scheme launched by JM Financial Mutual Fund. This scheme was made available to investors on 15 Sep 1994. Shalini Tibrewala is the Current Fund Manager of JM Monthly Income Plan Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹2,170 Cr and the Latest NAV as of 30 Dec 2016 is ₹25.33.
The JM Monthly Income Plan Direct Growth is rated Moderate risk. Minimum SIP Investment is set to 500. ...Read more
Investment Objective
The scheme seeks to generate regular income by way of investments in high quality debt and money market instruments. It would also aim to achieve capi
The scheme seeks to generate regular income by way of investments in high quality debt and money market instruments. It would also aim to achieve capital appreciation through investing a portion of its assets in equity and equity related securities.
...Read more
Fund benchmarkCRISIL MIP Blended
descriptionScheme Information Document(SID)
Fund house contact details
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Address
Office B, 8th Floor, Cnergy, Appasaheb Marathe Marg, Prabhadevi, Mumbai - 400 025. Mumbai 400 051
Phone
022-61987777
Launch Date
15 Sep 1994
E-mail
[email protected]
Website
NA
JM Financial Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Email
[email protected]
Website
www.karvymfs.com
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