Home>Mutual Funds>JM Financial Mutual Fund>JM Short Term Plan Direct IDCW Fortnightly

JM Short Term Plan Direct IDCW Fortnightly

Debt
Short Duration
Moderate Risk
3.67%
3Y annualised
+0.02% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 25 Sep 2020₹10.68
Min. SIP amount₹500
Rating2star
Fund size₹29.87 Cr

Returns and rankings

Category: Debt Short Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns4.5%3.7%5.6%6.6%
Category average4.3%6.4%6.4%NA
Rank with in category262323NA
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Holdings (5)

NameSectorInstrumentAssets
GOI
SovereignGOI Sec22.4%
GOI
SovereignGOI Sec19.7%
GOI
SovereignGOI Sec10.2%
FinancialNCD8.8%
Power Finance Corpn. Ltd.
FinancialBonds/NCD8.7%

Pros and cons

info
Category: Debt Short Duration
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Pros

1Y annualised returns higher than category average by 0.11%
Exit load is zero
Lower expense ratio: 0.77%
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Cons

Lower AUM: 29Cr. Funds with lower AUM tend to have higher expense ratio
3Y and 5Y annualised returns lower than category average
Low rating: 2

Expense ratio, exit load and tax

Expense ratio: NA

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 termsinfo
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

Vikas Agrawal
Aug 2014 - Present
View details
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Fund house & investment objective

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Fund house contact details

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