JM Monthly Income Plan Direct Growth+0.02%

8.48%
1 Year Return
Hybrid
Conservative
1.0star
6M
1Y
3Y

Fund Details

JM Monthly Income Plan Direct Growth

RiskModerate
Min SIP AmountNot Supported
Expense Ratio0.40%
NAV25.33 (30 Dec 2016)
Fund Started01 Jan 2013
Fund Size5 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
8.5%
11.1%
-
9.9%
Category Average
-
-
-
-
Rank Within Category
-
-
-
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    Estimated Value
    as per Historical Returns
    0
    with 8.5% annual returns

    Comparison

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

    Fund Managers

    JM Monthly Income Plan Direct Growth Details

    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 01 Jan 2013. 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 ₹5 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.

    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 capital appreciation through investing a portion of its assets in equity and equity related securities.

    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)

    Not Supported
    Min for First Investment
    Not Supported
    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
    NA
    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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