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
4.45%
1Y return
+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

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become 0 (0.00%)

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
Understand termsinfo

Holdings (5)

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

Pros and cons

Category: Debt Short Duration

Pros

  • Exit load is zero

Cons

  • Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
  • 1Y Returns are lower than the category average returns
  • 3Y Returns are lower than the category average returns
  • 5Y Returns are lower than the category average returns

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

Minimum investment amounts

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

Fund management

Vikas Agrawal
Aug 2014 - Present
View Details
keyboard_arrow_down

Fund house & investment objective

keyboard_arrow_down

Fund house contact details

keyboard_arrow_down

Compare funds

JM Short Term Plan Direct IDCW Fortnightly
VS
Add mutual fund to compare
Loading...
ⓒ 2016-2021 Groww. All rights reserved, Built with in India