JM Short Duration Fund Regular Growth

Debt
Short Duration
Low to Moderate Risk
1M
6M
All
NAV: 24 Mar 2023₹10.28
Min. SIP amountNot Supported
RatingNA
Fund size₹120.28Cr

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
1M3M6MAll
Fund returns0.3%1.4%NA1.4%
Category averageNANANANA
Rank with in categoryNA2426NA
Understand terms

Holdings (12)

NameSectorInstrumentAssets
Kotak Mahindra Bank Ltd.
FinancialCD9.6%
Bank Of Baroda
FinancialCD8.6%
Export-Import Bank Of India
FinancialBonds8.4%
Housing Development Finance Corporation Ltd.FinancialDebenture8.4%
Indian Railway Finance Corporation Ltd.FinancialDebenture8.4%
National Housing Bank
FinancialNCD8.2%
GOI
SovereignGOI Sec8.0%
GOI
SovereignGOI Sec7.9%
GOI
SovereignGOI Sec7.9%
Gujarat State
OthersSDL4.2%
See All

Expense ratio, exit load and tax

Expense ratio: 1.19%

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 investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

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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