1M
6M
1Y
3Y
5Y
All
| NAV: 25 Sep 2020 | ₹26.96 |
| Min. SIP amount | Not Supported |
| Rating | 2 |
| Fund size | ₹29.87Cr |
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
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 | 7.9% | 5.9% | 6.1% | NA |
| Rank with in category | 26 | 23 | 23 | NA |
Understand terms
Peer Comparison
| Debt, Short Duration funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Aditya Birla Sun Life Short Term Direct Fund Direct Growth | 4 | 8.8% | 6.9% | 8,759.95 |
UTI Short Duration Direct Growth | 5 | 8.7% | 6.7% | 2,567.03 |
Sundaram Short Duration Fund Direct Growth | 5 | 8.8% | 6.6% | 193.82 |
HDFC Short Term Debt Fund Direct Plan Growth | 4 | 8.7% | 6.5% | 14,622.22 |
Baroda BNP Paribas Short Duration Direct Fund Growth | 4 | 8.6% | 6.5% | 202.60 |
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% |
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
Minimum investment amounts
| Min. for 1st investment | Not Supported |
| Min. for 2nd investment onwards | Not Supported |
| Min. for SIP | Not Supported |
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,
Email
[email protected]Website
www.karvymfs.comCompare funds
JM Short Term Plan Direct Growth
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