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JM Short Term Plan Growth

Debt
Short Duration
Moderate Risk
3.41%
3Y annualised
+0.02% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 25 Sep 2020₹26.44
Min. SIP amountNA
Rating2
Fund size₹29.87Cr

Returns and rankings

Category: Debt Short Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns4.2%3.4%5.3%7.8%
Category average4.3%6.4%6.4%NA
Rank with in category252121NA
Understand terms

Holdings (5)

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

Expense ratio, exit load and tax

Expense ratio: 0.70%

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 terms
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

Vikas Agrawal
Aug 2014 - Present
View details

Fund house & investment objective

Fund house contact details

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