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 (%)

Returns and rankings

Category: 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
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%
EnergyDebenture5.1%
GOI
SovereignGOI Sec4.3%
FinancialDebenture4.3%
Kotak Mahindra Investments Ltd.
FinancialCP4.3%
See All

Expense ratio, exit load and tax

Expense ratio: 0.32%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹1,000
Min. for 2nd investment onwards₹100
Min. for SIP₹100

Fund house & investment objective

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
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,

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