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JM Short Duration Fund Direct IDCW
+7.47%
3Y annualised
-0.04% 1D
NAV: 13 Mar '26
₹12.77
Min. for SIP
₹100
Fund size
₹83.69 Cr
Expense ratio
0.38%
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹15,045 | +0.30% | |
| 6 months | ₹30,000 | ₹30,245 | +0.82% | |
| 1 year | ₹60,000 | ₹61,351 | +2.25% | |
| 3 years | ₹1,80,000 | ₹1,99,452 | +10.81% |
Holdings (20)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| GOI | Sovereign | GOI Sec | 11.70% |
| GOI | Sovereign | GOI Sec | 6.06% |
| REC Ltd. | Financial | Debenture | 5.99% |
| Bajaj Housing Finance Ltd. | Financial | Bonds/NCD | 5.99% |
| National Housing Bank | Financial | NCD | 5.98% |
| HDB Financial Services Ltd. | Financial | NCD | 5.97% |
| Small Industries Devp. Bank of India Ltd. | Financial | Debenture | 5.97% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 5.97% |
| Jamnagar Utilities and Power Pvt. Ltd. | Capital Goods | NCD | 5.88% |
| GOI | Sovereign | GOI Sec | 4.84% |
| Power Finance Corporation Ltd. | Financial | Debenture | 4.22% |
| Bajaj Finance Ltd. | Financial | Bonds/NCD | 3.56% |
| LIC Housing Finance Ltd. | Financial | NCD | 3.54% |
| LIC Housing Finance Ltd. | Financial | Bonds | 2.99% |
| Indian Railway Finance Corporation Ltd. | Financial | Bonds | 2.97% |
| Indian Bank | Financial | CD | 2.94% |
| Bajaj Finance Ltd. | Financial | Bonds/NCD | 2.39% |
| Indian Railway Finance Corporation Ltd. | Financial | Debenture | 2.38% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 1.19% |
| Tata Capital Housing Finance Ltd. | Financial | Bonds/NCD | 1.19% |
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 | +2.5% | +7.2% | +7.5% | +7.2% |
| Category average (Debt Short Duration) | +2.5% | +7.4% | +7.1% | -- |
| Rank (Debt Short Duration) | -- | 20 | 21 | -- |
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) | |
|---|---|---|---|---|
HSBC Short Duration Fund Direct IDCW | +7.37% | +7.62% | 4,308.25 | |
| Compare | ||||
Fund management
KPKillol PandyaNov 2024 - PresentView details
KP
Killol Pandya
Nov 2024 - Present
View details
RFRuchi FozdarApr 2024 - PresentView details
RF
Ruchi Fozdar
Apr 2024 - Present
View details
JDJayant DhootAug 2025 - PresentView details
JD
Jayant Dhoot
Aug 2025 - Present
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About JM Short Duration Fund Direct IDCW
JM Short Duration Fund Direct IDCW is a Debt Mutual Fund Scheme launched by JM Financial Mutual Fund. This scheme was made available to investors on 15 Sep 1994. Killol Pandya is the Current Fund Manager of JM Short Duration Fund Direct IDCW fund. The fund currently has an Asset Under Management(AUM) of ₹13,300 Cr and the Latest NAV as of 13 Mar 2026 is ₹12.77.
The JM Short Duration Fund Direct IDCW is rated 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₹13,300.50 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,