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JM Monthly Income Plan Growth+0.01%

6.13%
1 Year Return
Hybrid
Conservative
1.0star
6M
1Y
3Y
5Y

Fund Details

JM Monthly Income Plan Growth

RiskModerate
Min SIP AmountNot Supported
Expense RatioNaN%
NAV₹24.15 (28 Apr 2017)
Fund Started18 Sep 2003
Fund Size0 Cr

Returns

1Y
3Y*
5Y*
Since inception*
Fund Returns
6.1%
7.9%
8.4%
7.8%
Category Average
-
-
-
-
Rank Within Category
-
-
-
-
*All returns are annualized.
SIP
Minimum SIP amount500
Amount Per Month₹5,000
Duration
1Y back
3Y back
5Y back
Would have become
0
with 6.1% returns per annum

Comparison

Data not available
Pros
1. Age is more than 10 years
2. Exit load is zero
Cons
1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low

Top Holdings

NameSectorInstrument% Assets
CBLO(CCIL)Current AssetsMoney Market100.1%

Fund Managers

JM Monthly Income Plan Growth Details

JM Monthly Income Plan Growth is a Hybrid Mutual Fund Scheme launched by JM Financial Mutual Fund. This scheme was made available to investors on 18 Sep 2003. Shalini Tibrewala is the Current Fund Manager of JM Monthly Income Plan Growth fund.The fund currently has an Asset Under Management(AUM) of ₹0 Cr and the Latest NAV as of 28 Apr 2017 is ₹24.15.

The JM Monthly Income Plan 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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