Home>Mutual Funds>JM Financial Mutual Fund>JM Short Term Plan Direct Growth

JM Short Term Plan Direct Growth

Debt
Short Duration
Moderate Risk
4.45%
1Y return
+0.02% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 25 Sep 2020₹26.96
Min. SIP amount₹500
Rating2star
Fund size₹29.87 Cr

Returns and rankings

Category: 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 termsinfo

Holdings (5)

NameSectorInstrumentAssets
GOI
SovereignGOI Sec22.4%
GOI
SovereignGOI Sec19.7%
GOI
SovereignGOI Sec10.2%
FinancialNCD8.8%
Power Finance Corpn. Ltd.
FinancialBonds/NCD8.7%

Pros and cons

info
Category: Debt Short Duration
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Pros

Exit load is zero
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Cons

Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
1Y Returns are lower than the category average returns
3Y Returns are lower than the category average returns
5Y Returns are lower than the category average returns

Expense ratio, exit load and tax

Expense ratio: NA

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, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

Understand termsinfo
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

Vikas Agrawal
Aug 2014 - Present
View details
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Fund house & investment objective

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Fund house contact details

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