Fund Details
JM Short Term Plan Growth
| Risk | Moderate |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 0.70% |
| NAV | ₹26.44 (25 Sep 2020) |
|---|---|
| Fund Started | 04 Apr 2003 |
| Fund Size | ₹30 Cr |
Returns
Comparison
1. Age is more than 10 years
2. Exit load is zero
3. Age is more than 10 years
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
7. Asset under management(AUM) is less than 500 Crs. Watch expense ratio when AUM is very low
8. Risk-adjusted returns are lower compared to the category
9. 1Y Returns are lower than the category average returns
10. 3Y Returns are lower than the category average returns
11. 5Y Returns are lower than the category average returns
12. 10Y Returns are lower than the category average returns
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| GOI | Sovereign | GOI Sec | 22.4% |
| GOI | Sovereign | GOI Sec | 19.7% |
| GOI | Sovereign | GOI Sec | 10.2% |
| REC Ltd. | Financial | NCD | 8.8% |
| Power Finance Corpn. Ltd. | Financial | Bonds/NCD | 8.7% |
Fund Managers
JM Short Term Plan Growth Details
JM Short Term Plan Growth is a Debt Mutual Fund Scheme launched by JM Financial Mutual Fund. This scheme was made available to investors on 04 Apr 2003. Girish Hisaria, Vikas Agarwal is the Current Fund Manager of JM Short Term Plan Growth fund.The fund currently has an Asset Under Management(AUM) of ₹30 Cr and the Latest NAV as of 25 Sep 2020 is ₹26.44.
The JM Short Term Plan Growth is rated Moderate risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000.
Investment Objective
The scheme aims to generate regular returns & high liquidity with low risk strategy and capital appreciation through investments in debt & money market instruments with varied yields and maturity profiles.
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.
