How to Invest in JM Short Duration Fund Direct Growth?

You can easily invest in JM Short Duration Fund Direct Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for JM Short Duration Fund Direct Growth from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in JM Short Duration Fund Direct Growth as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does JM Short Duration Fund Direct Growth provide?

The JM Short Duration Fund Direct Growth has been there from 29 Aug 2022 and the average annual returns provided by this fund is 6.65% since its inception.

How much expense ratio is charged by JM Short Duration Fund Direct Growth?

The term Expense Ratio used for JM Short Duration Fund Direct Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of JM Short Duration Fund Direct Growth is 0.32% as of 12 Dec 2023...

What is the AUM of JM Short Duration Fund Direct Growth?

The AUM, short for Assets Under Management of JM Short Duration Fund Direct Growth is ₹115.36Cr as of 12 Dec 2023.

How to Redeem JM Short Duration Fund Direct Growth?

If you want to sell your JM Short Duration Fund Direct Growth holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of JM Short Duration Fund Direct Growth?

You can select either SIP or Lumpsum investment of JM Short Duration Fund Direct Growth based on your investment objective and risk tolerance.

What is the NAV of JM Short Duration Fund Direct Growth?

The NAV of JM Short Duration Fund Direct Growth is ₹10.82 as of 11 Dec 2023.

What is the PE and PB ratio of JM Short Duration Fund Direct Growth?

The PE ratio ratio of JM Short Duration Fund Direct Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

JM Short Duration Fund Direct Growth - NAV, Mutual Fund Performance & Portfolio

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JM Short Duration Fund Direct Growth
Debt
Short Duration
Moderate Risk
1M
6M
1Y
All
 NAV: 11 Dec 2023₹10.82
Min. SIP amount₹100
RatingNA
Fund size₹115.36Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Debt Short Duration
Absolute returns
3M6M1YAll
Fund returns1.4%2.7%6.5%7.8%
Category averageNANA6.3%NA
Rank with in category222022NA
Understand terms
Holdings (15)NameSectorInstrumentAssets
GOI
SovereignGOI Sec10.4%
GOI
SovereignGOI Sec8.7%
Export-Import Bank Of India
FinancialBonds8.7%
National Housing Bank
FinancialNCD8.6%
HDFC Bank Ltd.
FinancialDebenture7.8%
LIC Housing Finance Ltd.
FinancialBonds6.9%
Sikka Ports and Terminals Ltd.
EnergyDebenture5.1%
GOI
SovereignGOI Sec4.3%
Power Finance Corporation Ltd.
FinancialDebenture4.3%
Kotak Mahindra Investments Ltd.
FinancialCP4.3%
See All
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. 
Past expense ratio & exit load
Expense ratio
Exit load
03 Dec 2023 - Present
0.32%
02 Dec 2023 - 03 Dec 2023
0.32%
01 Dec 2023 - 02 Dec 2023
0.32%
30 Nov 2023 - 01 Dec 2023
0.32%
29 Nov 2023 - 30 Nov 2023
0.32%
28 Nov 2023 - 29 Nov 2023
0.32%
27 Nov 2023 - 28 Nov 2023
0.32%
26 Nov 2023 - 27 Nov 2023
0.32%
25 Nov 2023 - 26 Nov 2023
0.32%
24 Nov 2023 - 25 Nov 2023
0.32%
23 Nov 2023 - 24 Nov 2023
0.32%
22 Nov 2023 - 23 Nov 2023
0.32%
21 Nov 2023 - 22 Nov 2023
0.32%
20 Nov 2023 - 21 Nov 2023
0.32%
19 Nov 2023 - 20 Nov 2023
0.32%
18 Nov 2023 - 19 Nov 2023
0.32%
17 Nov 2023 - 18 Nov 2023
0.32%
16 Nov 2023 - 17 Nov 2023
0.32%
15 Nov 2023 - 16 Nov 2023
0.32%
14 Nov 2023 - 15 Nov 2023
0.32%
13 Nov 2023 - 14 Nov 2023
0.32%
12 Nov 2023 - 13 Nov 2023
0.32%
11 Nov 2023 - 12 Nov 2023
0.32%
10 Nov 2023 - 11 Nov 2023
0.32%
09 Nov 2023 - 10 Nov 2023
0.32%
08 Nov 2023 - 09 Nov 2023
0.32%
07 Nov 2023 - 08 Nov 2023
0.32%
06 Nov 2023 - 07 Nov 2023
0.32%
05 Nov 2023 - 06 Nov 2023
0.32%
04 Nov 2023 - 05 Nov 2023
0.32%
03 Nov 2023 - 04 Nov 2023
0.32%
02 Nov 2023 - 03 Nov 2023
0.32%
01 Nov 2023 - 02 Nov 2023
0.32%
31 Oct 2023 - 01 Nov 2023
0.32%
30 Oct 2023 - 31 Oct 2023
0.32%
29 Oct 2023 - 30 Oct 2023
0.32%
28 Oct 2023 - 29 Oct 2023
0.32%
27 Oct 2023 - 28 Oct 2023
0.32%
26 Oct 2023 - 27 Oct 2023
0.32%
25 Oct 2023 - 26 Oct 2023
0.32%
24 Oct 2023 - 25 Oct 2023
0.32%
23 Oct 2023 - 24 Oct 2023
0.32%
22 Oct 2023 - 23 Oct 2023
0.32%
21 Oct 2023 - 22 Oct 2023
0.32%
20 Oct 2023 - 21 Oct 2023
0.32%
19 Oct 2023 - 20 Oct 2023
0.32%
18 Oct 2023 - 19 Oct 2023
0.32%
17 Oct 2023 - 18 Oct 2023
0.32%
16 Oct 2023 - 17 Oct 2023
0.32%
15 Oct 2023 - 16 Oct 2023
0.32%
14 Oct 2023 - 15 Oct 2023
0.32%
13 Oct 2023 - 14 Oct 2023
0.32%
12 Oct 2023 - 13 Oct 2023
0.32%
11 Oct 2023 - 12 Oct 2023
0.32%
10 Oct 2023 - 11 Oct 2023
0.32%
09 Oct 2023 - 10 Oct 2023
0.32%
08 Oct 2023 - 09 Oct 2023
0.32%
07 Oct 2023 - 08 Oct 2023
0.32%
06 Oct 2023 - 07 Oct 2023
0.32%
05 Oct 2023 - 06 Oct 2023
0.32%
04 Oct 2023 - 05 Oct 2023
0.32%
03 Oct 2023 - 04 Oct 2023
0.32%
02 Oct 2023 - 03 Oct 2023
0.32%
01 Oct 2023 - 02 Oct 2023
0.32%
30 Sep 2023 - 01 Oct 2023
0.32%
29 Sep 2023 - 30 Sep 2023
0.32%
28 Sep 2023 - 29 Sep 2023
0.32%
27 Sep 2023 - 28 Sep 2023
0.32%
26 Sep 2023 - 27 Sep 2023
0.32%
25 Sep 2023 - 26 Sep 2023
0.32%
24 Sep 2023 - 25 Sep 2023
0.32%
23 Sep 2023 - 24 Sep 2023
0.32%
22 Sep 2023 - 23 Sep 2023
0.32%
21 Sep 2023 - 22 Sep 2023
0.32%
20 Sep 2023 - 21 Sep 2023
0.32%
19 Sep 2023 - 20 Sep 2023
0.32%
18 Sep 2023 - 19 Sep 2023
0.32%
17 Sep 2023 - 18 Sep 2023
0.32%
16 Sep 2023 - 17 Sep 2023
0.32%
15 Sep 2023 - 16 Sep 2023
0.32%
14 Sep 2023 - 15 Sep 2023
0.32%
13 Sep 2023 - 14 Sep 2023
0.32%
12 Sep 2023 - 13 Sep 2023
0.32%
11 Sep 2023 - 12 Sep 2023
0.32%
10 Sep 2023 - 11 Sep 2023
0.32%
09 Sep 2023 - 10 Sep 2023
0.32%
08 Sep 2023 - 09 Sep 2023
0.32%
07 Sep 2023 - 08 Sep 2023
0.32%
06 Sep 2023 - 07 Sep 2023
0.32%
05 Sep 2023 - 06 Sep 2023
0.32%
04 Sep 2023 - 05 Sep 2023
0.32%
03 Sep 2023 - 04 Sep 2023
0.32%
02 Sep 2023 - 03 Sep 2023
0.32%
01 Sep 2023 - 02 Sep 2023
0.32%
31 Aug 2023 - 01 Sep 2023
0.32%
31 Jul 2023 - 31 Aug 2023
0.32%
30 Jun 2023 - 31 Jul 2023
0.32%
31 May 2023 - 30 Jun 2023
0.32%
30 Apr 2023 - 31 May 2023
0.31%
31 Mar 2023 - 30 Apr 2023
0.32%
28 Feb 2023 - 31 Mar 2023
0.32%
31 Jan 2023 - 28 Feb 2023
0.32%
31 Dec 2022 - 31 Jan 2023
0.32%
31 Dec 2022 - 31 Dec 2022
0.32%
31 Dec 2022 - 31 Dec 2022
0.32%
30 Nov 2022 - 31 Dec 2022
0.32%
30 Nov 2022 - 30 Nov 2022
0.32%
30 Nov 2022 - 30 Nov 2022
0.32%
31 Oct 2022 - 30 Nov 2022
0.34%
31 Oct 2022 - 31 Oct 2022
0.34%
31 Oct 2022 - 31 Oct 2022
0.34%
31 Oct 2022 - 31 Oct 2022
0.34%
30 Sep 2022 - 31 Oct 2022
0.35%
30 Sep 2022 - 30 Sep 2022
0.35%
30 Sep 2022 - 30 Sep 2022
0.35%
Expense ratio, exit load and taxExpense ratio: 0.32%Inclusive of GST
Exit loadNil
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed as per your Income Tax slab.
Understand terms
Check past data
Minimum investment amountsMin. for 1st investment₹1,000
Min. for 2nd investment onwards₹100
Min. for SIP₹100
Fund managementShalini Tibrewala
Aug 2022 - Present
View details
Education
Ms. Tibrewala is a B.Com (H), ACA and CS.
Experience
She has been associated with JM Financials since 2003.
Also manages these schemes
JM Liquid Fund Direct Growth
JM Medium to Long Duration Fund Direct Growth
JM Dynamic Bond Fund Direct Growth
JM Liquid Fund Unclaimed Redemption
JM Money Market Fund Direct Plan Growth
JM Low Duration Fund Direct Plan Growth
JM Overnight Fund Direct Growth
JM Corporate Bond Fund Direct Growth
JM Short Duration Fund Direct Growth
Gurvinder Singh Wasan
Aug 2022 - Present
View details
Education
Mr. Wasan is a Chartered Accountant, CFA and Master of Commerce from Mumbai University.
Experience
Prior to joining Principal Mutual Fund, he has worked with Crisil Ltd. and ICICI Bank Ltd.
Also manages these schemes
Principal Credit Risk Fund Direct Growth
Principal Equity Savings Fund - Direct - Growth
Principal Corporate Bond Fund Direct Growth
JM Medium to Long Duration Fund Direct Growth
JM Dynamic Bond Fund Direct Growth
JM Arbitrage Fund Direct Growth
JM Aggressive Hybrid Fund Direct Growth
JM Value Fund Direct Plan Growth
JM Focused Direct Plan Growth
JM Large Cap Fund Direct Plan Growth
JM Flexicap Fund Direct Plan Growth
JM ELSS Tax Saver Fund Direct Plan Growth
JM Low Duration Fund Direct Plan Growth
JM Short Duration Fund Direct Growth
JM Midcap Fund Direct Growth
Fund house & investment objective
JM Financial Mutual Fund
Rank (total assets)#32 in India
Total AUM₹1,917.53Cr
Date of Incorporation15 Sep 1994
 JM Short Duration Fund Direct Growth is a Debt Mutual Fund Scheme launched by JM Financial Mutual Fund. This scheme was made available to investors on 15 Sep 1994. Gurvinder Singh Wasan is the Current Fund Manager of JM Short Duration Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,918 Cr and the Latest NAV as of 11 Dec 2023 is ₹10.82.
The JM Short Duration Fund Direct Growth is rated Moderate risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹1,000.
;
Investment ObjectiveThe scheme seeks to generate stable returns with a low risk strategy while maintaining liquidity through a portfolio comprising of debt and money market instruments.
;
Fund benchmarkCRISIL Short Duration Debt B-II Index
Scheme Information Document(SID)
Fund house contact details
Address
Office B-8th Floor-Cnergy,Appasaheb Marathe Marg,Prabhadevi, Mumbai 400025
Phone
022-33797777 / 1800-103-8345
Launch Date
15 Sep 1994
E-mail
[email protected]
Website
www.JMFinancialmf.com
JM Financial Mutual Fund
Asset Management Company
Custodian
HDFC Bank
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
Compare funds
JM Short Duration Fund Direct Growth
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	3M	6M	1Y	All
Fund returns	1.4%	2.7%	6.5%	7.8%
Category average	NA	NA	6.3%	NA
Rank with in category	22	20	22	NA

Name	Sector	Instrument	Assets
GOI	Sovereign	GOI Sec	10.4%
GOI	Sovereign	GOI Sec	8.7%
Export-Import Bank Of India	Financial	Bonds	8.7%
National Housing Bank	Financial	NCD	8.6%
HDFC Bank Ltd.	Financial	Debenture	7.8%
LIC Housing Finance Ltd.	Financial	Bonds	6.9%
Sikka Ports and Terminals Ltd.	Energy	Debenture	5.1%
GOI	Sovereign	GOI Sec	4.3%
Power Finance Corporation Ltd.	Financial	Debenture	4.3%
Kotak Mahindra Investments Ltd.	Financial	CP	4.3%

Rank (total assets)	#32 in India
Total AUM	₹1,917.53Cr

Date of Incorporation	15 Sep 1994

Fund benchmark	CRISIL Short Duration Debt B-II Index

Vaishnavi Tech Park, 3rd & 4th Floor
Sarjapur Main Road, Bellandur
Bengaluru – 560103
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Min. for 1st investment	₹1,000
Min. for 2nd investment onwards	₹100

Rating	NA
Fund size	₹115.36Cr

JM Short Duration Fund Direct Growth

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Holdings (15)

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 0.32%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

Shalini TibrewalaAug 2022 - PresentView details

Gurvinder Singh WasanAug 2022 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

Shalini Tibrewala
Aug 2022 - Present
View details

Gurvinder Singh Wasan
Aug 2022 - Present
View details