JM Short Term Plan Direct Growth - Latest NAV[26.96], MF Performance & Returns 2022

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JM Short Term Plan Direct Growth
Debt
Short Duration
Moderate Risk
3.67%
3Y annualised
+0.02% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 25 Sep 2020₹26.96
Min. SIP amountNA
Rating2
Fund size₹29.87Cr
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: 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 terms
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%
DisclaimerThis content is derived from publicly available information, internal sources, and other third-party sources believed to be reliable. We, at Nextbillion Technology Pvt. Ltd. (Groww), do not guarantee the accuracy of such information, or assure its completeness, or warrant that such information will not be changed.
All comparisons are done with the category average metrics for this category.
Pros and cons
Category: Debt Short Duration
Pros
1Y annualised returns higher than category average by 0.11%
Exit load is zero
Lower expense ratio: 0.77%
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
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Exit load
15 Mar 2019
NA
01 Jan 2013
Exit load of 0.25% if redeemed within 30 days
Expense ratio, exit load and taxExpense ratio: 0.77%Inclusive of GST
Exit loadNil
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns 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 amountsMin. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA
Fund managementVikas Agrawal
Aug 2014 - Present
View details
Education
Mr. Agarwal is a B.Com and PGDBM (Finance)
Experience
He has been associated with JM Financials since 2011.
Also manages these schemes
JM Income Fund IDCW Quarterly
JM Income Fund Growth
JM Liquid Fund IDCW Weekly
JM Liquid Fund Growth
JM Liquid Fund IDCW Quarterly
JM G Sec Fund IDCW Quarterly
JM G Sec Fund Growth
JM G Sec Fund Bonus
JM Liquid Fund Daily IDCW
JM Income Fund Bonus
JM Short Term Fund Regular IDCW Fortnightly
JM Short Term Plan Growth
JM Short Term IDCW Fortnightly
JM Liquid Fund Bonus
JM Dynamic Debt Fund IDCW Quarterly
JM Dynamic Debt Fund Growth
JM Dynamic Debt Fund Premium Plan IDCW Fortnightly
JM Ultra Short Duration Fund Regular Plan Growth
JM Ultra Short Duration Fund Regular Plan IDCW Daily
JM Dynamic Debt Fund IDCW Weekly
JM Dynamic Debt Fund Premium Plan IDCW Daily
JM Dynamic Debt Fund IDCW Daily
JM Ultra Short Duration Fund Regular Plan IDCW Fortnightly
JM Ultra Short Duration Fund Regular Plan IDCW Weekly
JM Short Term Fund Regular IDCW Daily
JM Short Term Plan IDCW Daily
JM Liquid Fund Direct Growth
JM Liquid Fund Direct IDCW Weekly
JM Liquid Fund Direct IDCW Quarterly
JM Liquid Fund Direct Bonus
JM Liquid Fund Direct IDCW Daily
JM G Sec Direct Plan Bonus
JM G Sec Direct Plan IDCW Quarterly
JM G Sec Direct Plan Growth
JM Income Fund Direct Bonus
JM Income Fund Direct Growth
JM Income Fund Direct IDCW Quarterly
JM Dynamic Debt Fund Direct IDCW Daily
JM Dynamic Debt Fund Direct IDCW Weekly
JM Dynamic Debt Fund Direct IDCW Quarterly
JM Dynamic Debt Fund Direct Growth
JM Ultra Short Duration Fund Direct Plan IDCW Daily
JM Ultra Short Duration Fund Direct Plan IDCW Weekly
JM Ultra Short Duration Fund Direct Plan IDCW Fortnightly
JM Ultra Short Duration Fund Direct Plan Growth
JM Short Term Plan Direct IDCW Daily
JM Short Term Plan Direct IDCW Fortnightly
JM Short Term Plan Direct Growth
JM Dynamic Debt Fund Direct Bonus
JM Ultra Short Duration Fund Direct Plan Bonus
JM Ultra Short Duration Fund Regular Plan Bonus
JM Dynamic Debt Fund Bonus
JM Dynamic Debt Fund Direct Half Yearly Bonus
JM Dynamic Debt Fund Half Yearly Bonus
JM Dynamic Debt Fund IDCW Monthly
JM Dynamic Debt Fund Direct IDCW Monthly
JM G Sec Fund IDCW Yearly
JM G Sec Fund IDCW Monthly
JM G Sec Direct Plan IDCW Half Yearly
JM G Sec Direct Plan IDCW Yearly
JM G Sec Fund IDCW Half Yearly
JM G Sec Direct Plan IDCW Monthly
JM Liquid Fund Unclaimed Redemption
JM Liquid Fund Unclaimed IDCW
JM Money Market Fund Direct Plan Growth
JM Money Market Fund Growth
JM Low Duration Fund IDCW Daily
JM Low Duration Fund Direct Plan IDCW Daily
JM Low Duration Fund IDCW Fortnightly
JM Low Duration Fund Direct Plan IDCW Fortnightly
JM Low Duration Fund Growth
JM Low Duration Fund IDCW Weekly
JM Low Duration Fund Direct Plan Growth
JM Overnight Fund Direct Growth
Fund house & investment objective
JM Financial Mutual Fund
Rank (total assets)#32 in India
Total AUM₹2,170.00Cr
Date of Incorporation15 Sep 1994
 JM Short Term Plan Direct Growth is a Debt Mutual Fund Scheme launched by JM Financial Mutual Fund. This scheme was made available to invest
 JM Short Term Plan Direct Growth is a Debt Mutual Fund Scheme launched by JM Financial Mutual Fund. This scheme was made available to investors on 15 Sep 1994. Girish Hisaria, Vikas Agarwal is the Current Fund Manager of JM Short Term Plan Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹2,170 Cr and the Latest NAV as of 25 Sep 2020 is ₹26.96.
The JM Short Term Plan Direct Growth is rated Moderate risk. Minimum SIP Investment is set to 500.
...Read more
Investment Objective
The scheme aims to generate regular returns & high liquidity with low risk strategy and capital appreciation through investments in debt & money marke
The scheme aims to generate regular returns & high liquidity with low risk strategy and capital appreciation through investments in debt & money market instruments with varied yields and maturity profiles.
...Read more
Fund benchmarkCRISIL Short-Term Bond Index
Scheme Information Document(SID)
Fund house contact details
Address
Office B, 8th Floor, Cnergy, Appasaheb Marathe Marg, Prabhadevi, Mumbai - 400 025. Mumbai 400 051
Phone
022-61987777
Launch Date
15 Sep 1994
E-mail
[email protected]
Website
NA
JM Financial Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Email
[email protected]
Website
www.karvymfs.com
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FAQsHow to Invest in JM Short Term Plan Direct Growth
You can easily invest in JM Short Term Plan Direct Growth in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account
 Search for JM Short Term Plan Direct Growth from the search box 
 In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete
 Once you are done with that, you can start investing in JM Short Term Plan Direct Growth as SIP or lumpsum as per your investment objective and risk tolerance
What kind of returns does JM Short Term Plan Direct Growth provide?
The JM Short Term Plan Direct Growth has been there from 01 Jan 2013 and the average annual returns provided by this
fund is 4.45% since its inception.
How much expense ratio is charged by JM Short Term Plan Direct Growth?
The term Expense Ratio used for JM Short Term Plan Direct Growth or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. 

The Expense Ratio of JM Short Term Plan Direct Growth is 0.77% as of 16 Jan 2022...
What is the AUM of JM Short Term Plan Direct Growth?
The AUM, short for Assets Under Management of JM Short Term Plan Direct Growth is ₹29.87Cr as of 16 Jan 2022.
How to Redeem JM Short Term Plan Direct Growth?
If you want to sell your JM Short Term Plan Direct Growth holdings, go to your holding on the app or
web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your
desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.
Can I invest in SIP and Lump Sum of JM Short Term Plan Direct Growth?
You can select either SIP  or Lumpsum  investment of JM Short Term Plan Direct Growth based on your investment objective and risk tolerance.
What is the NAV of JM Short Term Plan Direct Growth?
The NAV of JM Short Term Plan Direct Growth is ₹26.96 as of 25 Sep 2020.
What is the PE and PB ratio of JM Short Term Plan Direct Growth?
The PE ratio ratio of JM Short Term Plan Direct Growth is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

	1Y	3Y	5Y	All
Fund returns	4.5%	3.7%	5.6%	6.6%
Category average	4.3%	6.4%	6.4%	NA
Rank with in category	26	23	23	NA

Name	Sector	Instrument	Assets
GOI	Sovereign	GOI Sec	22.4%
GOI	Sovereign	GOI Sec	19.7%
GOI	Sovereign	GOI Sec	10.2%
REC Ltd.	Financial	NCD	8.8%
Power Finance Corpn. Ltd.	Financial	Bonds/NCD	8.7%

Rank (total assets)	#32 in India
Total AUM	₹2,170.00Cr

Date of Incorporation	15 Sep 1994

Fund benchmark	CRISIL Short-Term Bond Index

No.11, 2nd floor, 80 FT Road
4th Block, S.T Bed, Koramangala
Bengaluru – 560034
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Rating	2
Fund size	₹29.87Cr