| Risk | Moderate |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 0.69% |
| NAV | ₹26.13 (03 Jul 2020) |
|---|---|
| Fund Started | 01 Jan 2013 |
| Fund Size | ₹8 Cr |
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| GOI | Sovereign | GOI Sec | 23.8% |
| GOI | Sovereign | GOI Sec | 19.8% |
| GOI | Sovereign | GOI Sec | 17.0% |
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 01 Jan 2013. 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 ₹8 Cr and the Latest NAV as of 03 Jul 2020 is ₹26.13.
The JM Short Term Plan Direct Growth is rated Moderate risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000.
To generate regular and high level of liquidity with low risk strategy and capital appreciation / accretion through investment in debt instrument and related securities besides preservation of capital.
Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.