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JM Short Duration Fund Direct Growth
+7.13%
3Y annualised
-0.01% 1D
NAV: 10 Jun '26
₹12.95
Min. for SIP
₹100
Fund size (AUM)
₹79.59 Cr
Expense ratio
0.39%
Rating
2
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹15,038 | +0.25% | |
| 6 months | ₹30,000 | ₹30,205 | +0.68% | |
| 1 year | ₹60,000 | ₹61,092 | +1.82% | |
| 3 years | ₹1,80,000 | ₹1,98,014 | +10.01% |
Holdings (22)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| GOVERNMENT OF INDIA 36232 GOI 21JL30 6.01 FV RS 100 | Entities | GOI Securities | 14.43% |
| HDFC BANK LIMITED CD 05MAR27 | Financial | Certificate of Deposit | 6.81% |
| GOVERNMENT OF INDIA 34587 GOI 18JU31 7.02 FV RS 100 | Entities | GOI Securities | 6.06% |
| NATIONAL HOUSING BANK 7.59 BD 08SP27 FVRS1LAC | Financial | Non Convertible Debenture | 6.04% |
| NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 24E 7.80 BD 15MR27 FVRS1LAC | Financial | Debenture | 6.03% |
| SMALL INDUSTRIES DEVELOPMENT BANK OF INDIA SR VIII 7.68 BD 09JL27 FVRS1LAC | Financial | Debenture | 6.03% |
| BAJAJ HOUSING FINANCE LIMITED 7.85 NCD 01SP28 FVRS10LAC | Financial | Bonds/NCDs | 6.03% |
| HDB FINANCIAL SERVICES LIMITED SR 218 7.9611 NCD 05JN28 FVRS1LAC | Financial | Non Convertible Debenture | 6.02% |
| REC LIMITED SR 234-B 7.58 BD 31MY29 FVRS1LAC | Financial | Debenture | 6.00% |
| JAMNAGAR UTILITIES & POWER PRIVATE LIMITED SR PPD 6 6.40 LOA 29SP26 FVRS10LAC | Industrials | Non Convertible Debenture | 6.00% |
| POWER FINANCE CORPORATION LTD. SR-177 7.85 BD 03AP28 FVRS10LAC | Financial | Debenture | 4.25% |
| BAJAJ FINANCE LIMITED 7.60 NCD 25AG27 FVRS10LAC | Financial | Bonds/NCDs | 3.60% |
| LIC HOUSING FINANCE LTD TR 456 6.90 NCD 17SP27 FVRS1LAC | Financial | Non Convertible Debenture | 3.58% |
| Indian Railway Finance Corporation Ltd SR-121 Bonds 7.27 15/06/2027 | Financial | Bonds | 3.01% |
| LIC HOUSING FINANCE LTD TR 452 7.645 NCD 21FB30 FVRS1LAC | Financial | Bonds | 2.99% |
| Net Receivables | Unspecified | Net Receivables | 2.75% |
| BAJAJ FINANCE LIMITED SR 286 TR 12 7.90 LOA 13AP28 FVRS10LAC | Financial | Bonds/NCDs | 2.41% |
| Indian Railway Finance Corpn. Ltd. 7.33 27/08/2027 | Financial | Debenture | 2.41% |
| CANARA BANK CD 15SEP26 | Financial | Certificate of Deposit | 2.35% |
| Others CBLO | Unspecified | CBLO | 1.52% |
| NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 25A 7.70 BD 30SP27 FVRS1LAC | Financial | Debenture | 1.21% |
| Others Class A2 AIF | Unspecified | Alternative Investment Fund | 0.46% |
See All
Minimum investments
Min. for 1st investment
₹1,000
Min. for 2nd investment
₹100
Min. for SIP
₹100
Returns and rankings
Annualised returns
Absolute returns
| Name | 6M | 1Y | 3Y | All |
|---|---|---|---|---|
| Fund returns | +2.4% | +4.9% | +7.1% | +7.1% |
| Category average (Debt Short Duration) | +2.5% | +7.4% | +7.1% | -- |
| Rank (Debt Short Duration) | -- | 20 | 22 | -- |
Exit load, stamp duty and tax
Exit load
Nil
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
Returns are taxed as per your Income Tax slab.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
 | +5.99% | +7.92% | 21,228.52 | |
 | +5.69% | +7.74% | 8,734.20 | |
 | +5.41% | +7.73% | 7,246.59 | |
 | +5.41% | +7.62% | 14,864.06 | |
 | +5.48% | +7.57% | 8,376.11 | |
| Compare | ||||
Fund management
JDJayant DhootAug 2025 - PresentView details
JD
Jayant Dhoot
Aug 2025 - Present
View details
RFRuchi FozdarApr 2024 - PresentView details
RF
Ruchi Fozdar
Apr 2024 - Present
View details
KPKillol PandyaNov 2024 - PresentView details
KP
Killol Pandya
Nov 2024 - Present
View details
About JM Short Duration Fund Direct Growth
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. Jayant Dhoot is the Current Fund Manager of JM Short Duration Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹13,427 Cr and the Latest NAV as of 10 Jun 2026 is ₹12.95.
The JM Short Duration Fund Direct Growth is rated Low to Moderate risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹1,000.
;
Investment Objective
The 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 A-II Index
Fund house
Rank (total assets)#32 in India
Total AUM₹13,426.97 Cr
Date of Incorporation15 Sep 1994
Launch Date15 Sep 1994
AddressOne International Centre, 22nd Floor,Tower 2, Senapati Bapat Marg,Prabhadevi, Mumbai Mumbai 400013
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,