NO GRAPH DATA TO DISPLAY
1M
6M
1Y
3Y
5Y
All
| NAV: 25 Sep 2020 | ₹26.96 |
| Min. SIP amount | Not Supported |
| Rating | 2 |
| Fund size | ₹29.87Cr |
Holdings (5)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
GOI | Sovereign | GOI Sec | 22.45% |
GOI | Sovereign | GOI Sec | 19.73% |
GOI | Sovereign | GOI Sec | 10.19% |
REC Ltd. | Financial | NCD | 8.75% |
Power Finance Corpn. Ltd. | Financial | Bonds/NCD | 8.69% |
Minimum investment amounts
| Min. for 1st investment | Not Supported |
| Min. for 2nd investment onwards | Not Supported |
| Min. for SIP | Not Supported |
Returns and rankings
Category: Debt Short Duration
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 4.5% | 3.7% | 5.6% | 6.6% |
| Category average | 8.6% | 6.7% | 6.5% | NA |
| Rank with in category | 26 | 23 | 23 | NA |
Understand terms
Peer Comparison
| Debt, Short Duration funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
ICICI Prudential Short Term Fund Direct Plan Growth | 5 | 9.4% | 8.2% | 20,427.68 |
Aditya Birla Sun Life Short Term Direct Fund Direct Growth | 5 | 9.5% | 7.8% | 8,068.03 |
Axis Short Duration Fund Direct Growth | 4 | 9.5% | 7.6% | 9,024.40 |
HDFC Short Term Debt Fund Direct Plan Growth | 4 | 9.3% | 7.5% | 14,207.90 |
Nippon India Short Term Fund Direct Growth | 4 | 9.5% | 7.5% | 6,232.07 |
Expense ratio, exit load and tax
Expense ratio: 0.77%
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.
Understand terms
Check past data
Fund management
Vikas AgrawalAug 2014 - PresentView details
Vikas 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
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
E-mail
NAWebsite
www.JMFinancialmf.com
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,
Website
www.karvymfs.comCompare funds
JM Short Term Plan Direct Growth
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Vaishnavi Tech Park, South Tower, 3rd Floor
Sarjapur Main Road, Bellandur
Bengaluru – 560103
Karnataka
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