JM Short Term Plan Direct Growth+0.04%

2Groww
-3.02%
1 Year Return
Debt
Short Duration
2.0 star
6M
1Y
3Y
5Y
All

Fund Details

JM Short Term Plan Direct Growth

RiskModerate
Min SIP AmountNot Supported
Expense Ratio0.69%
NAV24.83 (20 Nov 2019)
Fund Started01 Jan 2013
Fund Size19 Cr

Returns

1Y
3Y*
5Y*
Since inception*
JM Short Term Plan Direct Growth
-3.0%
2.5%
5.2%
6.1%
Category Average
9.6%
NA
NA
-
Rank within category
21
19
21
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    5 Years
    Estimated Value
    as per Historical Returns
    0
    with -3.0% annual returns

    Comparison

    Data not available
    Pros
    1. Exit load is zero
    Cons
    1. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
    2. Risk-adjusted returns are lower compared to the category
    3. Risk is higher compared to the benchmark
    4. 1Y Returns are lower than the benchmark
    5. 3Y Returns are lower than the benchmark
    6. 5Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
    GOISovereignGOI Sec21.6%
    GOISovereignGOI Sec5.4%
    Bank Of BarodaFinancialCD5.1%
    See All

    Fund Managers

    addVikas Agrawal
    Education
    Mr. Agarwal is a B.Com and PGDBM (Finance)
    Experience
    He has been associated with JM Financials since 2011.
    Funds Managed

    Other Details

    JM Short Term Plan Direct Growth is a Debt Mutual Fund Scheme launched by JM Financial Mutual Fund. This scheme was introduced to investors on 01 Jan 2013. Girish Hisaria, Vikas Agarwal is the Current Fund Manager of JM Short Term Plan Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹19 Cr and the Latest NAV as of 20 Nov 2019 is ₹24.83.

    The JM Short Term Plan Direct Growth is rated Moderate risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. Nil.

    Investment Objective

    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.

    Tax Implications

    Returns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Nil
    Exit Load

    Compare Funds

    JM Short Term Plan Direct Growth
    VS
    search

    About JM Financial Mutual Fund

    Address
    Office B, 8th Floor, Cnergy, Appasaheb Marathe Marg, Prabhadevi, Mumbai - 400 025. Mumbai 400 051
    Phone
    022-61987777
    Launch Date
    14 Sep 1994
    Website
    NA
    JM Financial Mutual Fund
    Asset Management Company
    Custodian
    HDFC Bank
    Registrar & Transfer Agent
    Karvy
    Address
    Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
    Invest Now
    Enter investment amount
    + ₹1,000
    + ₹5,000
    + ₹10,000
    ONE TIME
    MONTHLY SIP
    Similar Funds
    Data not available
    ⓒ 2019 Billionbrains Garage Ventures Pvt Ltd