JM Short Duration Fund Direct Growth

Debt
Short Duration
Low to Moderate Risk
0.84%
1M return
+0.02% 1D
1M
All
NAV: 02 Dec 2022₹10.15
Min. SIP amount₹500
RatingNA
Fund size₹135.86Cr

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
3M3M6MAll
Fund returns1.3%1.3%NA1.5%
Category averageNANANANA
Rank with in category1717NANA
Understand terms

Holdings (11)

NameSectorInstrumentAssets
Reserve Bank of India
FinancialT-Bills14.4%
GOI
SovereignGOI Sec10.4%
Canara Bank
FinancialCD9.7%
Small Industries Devp. Bank of India Ltd.
FinancialCP9.7%
Kotak Mahindra Bank Ltd.
FinancialCD8.3%
Housing Development Finance Corpn. Ltd.FinancialDebenture7.5%
Indian Railway Finance Corporation Ltd.FinancialDebenture7.4%
GOISovereignGOI Sec7.4%
National Housing Bank
FinancialNCD7.3%
Reserve Bank of India
FinancialT-Bills7.0%
See All

Pros and cons

Category: Debt Short Duration

Pros

Cons

Exit load is zero
Lower AUM: 135Cr. Funds with lower AUM tend to have higher expense ratio
Lower expense ratio: 0.34%

Expense ratio, exit load and tax

Expense ratio: 0.34%

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, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹5,000
Min. for SIP₹500

Fund management

Shalini 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

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

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
Website
NA
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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