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JM Short Duration Fund Direct Growth
+6.90%
3Y annualised
-0.02% 1D
NAV: 21 May '26
₹12.80
Min. for SIP
₹100
Fund size (AUM)
₹83.07 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 (19)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| GOI | Sovereign | GOI Sec | 14.43% |
| HDFC Bank Ltd. | Financial | CD | 6.81% |
| GOI | Sovereign | GOI Sec | 6.06% |
| National Housing Bank | Financial | NCD | 6.04% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 6.03% |
| Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 6.03% |
| Bajaj Housing Finance Ltd. | Financial | Bonds/NCD | 6.03% |
| HDB Financial Services Ltd. | Financial | NCD | 6.02% |
| REC Ltd. | Financial | Debenture | 6.00% |
| Jamnagar Utilities and Power Pvt. Ltd. | Capital Goods | NCD | 6.00% |
| Power Finance Corporation Ltd. | Financial | Debenture | 4.25% |
| Bajaj Finance Ltd. | Financial | Bonds/NCD | 3.60% |
| LIC Housing Finance Ltd. | Financial | NCD | 3.58% |
| Indian Railway Finance Corporation Ltd. | Financial | Bonds | 3.01% |
| LIC Housing Finance Ltd. | Financial | Bonds | 2.99% |
| Bajaj Finance Ltd. | Financial | Bonds/NCD | 2.41% |
| Indian Railway Finance Corporation Ltd. | Financial | Debenture | 2.41% |
| Canara Bank | Financial | CD | 2.35% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 1.21% |
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 | +1.4% | +4.3% | +6.9% | +6.9% |
| Category average (Debt Short Duration) | +2.5% | +7.4% | +7.1% | -- |
| Rank (Debt Short Duration) | -- | 14 | 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) | |
|---|---|---|---|---|
ICICI Prudential Short Term Fund Direct Plan Growth | +5.24% | +7.64% | 21,449.58 | |
Axis Short Duration Fund Direct Growth | +4.97% | +7.43% | 8,955.23 | |
Nippon India Short Duration Fund Direct Growth | +4.52% | +7.37% | 7,295.13 | |
HDFC Short Term Debt Fund Direct Plan Growth | +4.52% | +7.28% | 15,462.92 | |
Bandhan Short Duration Fund Direct Growth | +4.38% | +7.22% | 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 21 May 2026 is ₹12.80.
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.
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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,