JM Monthly Income Plan Growth+0.01%

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

Fund Details

JM Monthly Income Plan Growth

RiskModerate
Min SIP AmountNot Supported
Expense Ratio0.71%
NAV24.15 (28 Apr 2017)
Fund Started18 Sep 2003
Fund Size5 Cr

Returns

1Y
3Y*
5Y*
Since inception*
JM Monthly Income Plan Growth
6.1%
7.9%
8.4%
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
    0
    with 6.1% annual returns

    Comparison

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

    Top Holdings

    NameSectorInstrument% Assets
    CBLO(CCIL)Current AssetsMoney Market100.1%
    Current AssetsCurrent AssetsCurrent Assets-0.1%
    See All

    Fund Managers

    Other Details

    JM Monthly Income Plan Growth is a Hybrid Mutual Fund Scheme launched by JM Financial Mutual Fund. This scheme was introduced to investors on 18 Sep 2003. Shalini Tibrewala is the Current Fund Manager of JM Monthly Income Plan Growth.The fund currently has an Asset Under Management(AUM) of ₹5 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 500. Nil.

    Investment Objective

    To generate regular income by way of investments in fixed income securities. The fund would also aim to achieve capital appreciation through investing a portion of its assets in 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
    14 Sep 1994
    Website
    NA
    JM Financial Mutual Fund
    Asset Management Company
    Custodian
    NA
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Invest Now
    Enter investment amount
    + ₹1,000
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    ONE TIME
    MONTHLY SIP
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