JM Short Duration Fund Growth

JM Short Duration Fund Growth

Debt
Short Duration
Moderate Risk
+6.54%
3Y annualised
-0.01% 1D
1M
6M
1Y
3Y
All
NAV: 20 Jan '26
₹12.32
Min. SIP amount
Not Supported
Fund size
₹86.50 Cr
Expense ratio
1.10%

Holdings (21)

NameSectorInstrumentsAssets
GOISovereignGOI Sec11.42%
GOISovereignGOI Sec7.11%
REC Ltd.FinancialDebenture5.89%
Bajaj Housing Finance Ltd.FinancialBonds/NCD5.88%
National Housing BankFinancialNCD5.85%
HDB Financial Services Ltd.FinancialNCD5.85%
Small Industries Devp. Bank of India Ltd.FinancialDebenture5.85%
National Bank For Agriculture & Rural DevelopmentFinancialDebenture5.84%
Jamnagar Utilities and Power Pvt. Ltd.Capital GoodsNCD5.76%
GOISovereignGOI Sec4.72%
Power Finance Corporation Ltd.FinancialDebenture4.14%
Small Industries Devp. Bank of India Ltd.FinancialBonds3.51%
Bajaj Finance Ltd.FinancialBonds/NCD3.49%
LIC Housing Finance Ltd.FinancialNCD3.46%
LIC Housing Finance Ltd.FinancialBonds2.94%
Indian Railway Finance Corporation Ltd.FinancialBonds2.91%
ICICI Home Finance Company Ltd.FinancialFRB2.90%
Bajaj Finance Ltd.FinancialBonds/NCD2.34%
Indian Railway Finance Corporation Ltd.FinancialDebenture2.33%
National Bank For Agriculture & Rural DevelopmentFinancialDebenture1.17%
Tata Capital Housing Finance Ltd.FinancialBonds/NCD1.16%
See All

Minimum investments

Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported

Returns and rankings

Annualised returns
Absolute returns
Name6M1Y3YAll
Fund returns+1.7%+6.6%+6.5%+6.3%
Category average (Debt Short Duration)+2.5%+7.4%+7.1%--
Rank (Debt Short Duration)--1922--

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

Name1Y3YFund Size(Cr)
HDFC Savings Fund Growth
HDFC Savings Fund Growth
+5.59%+8.23%5,433.30
ICICI Prudential Short Term Fund Growth
ICICI Prudential Short Term Fund Growth
+7.49%+7.56%20,935.22
HDFC Short Term Debt Fund Growth
HDFC Short Term Debt Fund Growth
+7.26%+7.56%18,078.88
Nippon India Short Duration Fund Growth
Nippon India Short Duration Fund Growth
+7.28%+7.37%9,723.46
Sundaram Short Term Debt Fund Growth
Sundaram Short Term Debt Fund Growth
+12.83%+5.33%361.74
Compare

Fund management

KP
Killol Pandya
Nov 2024 - Present
View details

Education
Mr. Pandya is a B.Com (H) from N.M College of Commerce, DPCM from ICFAI and MMS (Finance) from K.J. Somaiya Institute of Management Studies and Research.
Experience
Prior to joining JM Financial Asset Management Limited he has worked with Barclays Securities India Private Ltd,Peerless Funds Management Co. Limited, LIC Nomura Mutual Fund AMC , Daiwa Asset Management (India) Pvt. Ltd., SBI Funds Management Pvt Ltd., IL&FS Investsmart Ltd. and Darashaw & Co. Pvt. Ltd.

JD
Jayant Dhoot
Aug 2025 - Present
View details

Education
Chartered Accountant, Company Secretary, B.Com
Experience
Prior to joining the JM MF, he was worked with Taurus Corporate Advisory Services Pvt Ltd, Nuvama Wealth & Investment Ltd, NVS Brokerage Pvt. Ltd.

About JM Short Duration Fund Growth

JM Short Duration Fund Growth 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 Growth fund. The fund currently has an Asset Under Management(AUM) of ₹13,584 Cr and the Latest NAV as of 20 Jan 2026 is ₹12.32. The JM Short Duration Fund Growth is rated Moderate risk. Minimum SIP Investment is set to ₹100. ;

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₹13,583.66 Cr
Date of Incorporation15 Sep 1994
Phone022-33797777 / 1800-103-8345
E-mailNA
Launch Date15 Sep 1994
AddressOne International Centre, 22nd Floor,Tower 2, Senapati Bapat Marg,Prabhadevi, Mumbai Mumbai 400013
CustodianHDFC Bank
Registrar & Transfer AgentKFin Tech
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,