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JM Short Term Plan Direct Growth
+3.67%
3Y annualised
+0.02% 1D
NAV: 25 Sep '20
₹26.96
Min. for SIP
Not Supported
Fund size (AUM)
₹29.87 Cr
Expense ratio
0.67%
Rating
2
Holdings (7)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Repo | Unspecified | Repo | 26.96% |
| CENTRAL GOVERNMENT LOAN 22351 GOI 04NV24 6.18 FV RS 100 | Entities | GOI Securities | 22.45% |
| CENTRAL GOVERNMENT LOAN 21243 GOI 28JN24 7.32 FV RS 100 | Entities | GOI Securities | 19.73% |
| CENTRAL GOVERNMENT LOAN 22269 GOI 07OT29 6.45 FV RS 100 | Entities | GOI Securities | 10.19% |
| REC LIMITED SERIES 187 7.24 BD 31DC22 FVRS10LAC | Financial | Non Convertible Debenture | 8.75% |
| Power Finance Corpn. Ltd. 7.1 08/08/2022 | Financial | Bonds/NCDs | 8.69% |
| Net Current Assets | Unspecified | Net Current Assets | 3.23% |
Minimum investments
Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported
Returns and rankings
Annualised returns
Absolute returns
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | +4.5% | +3.7% | +5.6% | +6.6% |
| Category average (Debt Short Duration) | +7.4% | +7.1% | +5.9% | -- |
| Rank (Debt Short Duration) | 26 | 23 | 23 | -- |
Exit load, stamp duty and tax
Exit load
Nil
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
Returns are taxed as per your Income Tax slab.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
 | +6.20% | +7.95% | 21,228.52 | |
 | +5.90% | +7.77% | 8,734.20 | |
 | +5.72% | +7.77% | 7,246.59 | |
 | +5.60% | +7.64% | 14,864.06 | |
 | +5.64% | +7.62% | 8,326.50 | |
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About JM Short Term Plan Direct Growth
JM Short Term Plan Direct Growth is a Debt Mutual Fund Scheme launched by JM Financial Mutual Fund. This scheme was made available to investors on 15 Sep 1994. The fund currently has an Asset Under Management(AUM) of ₹13,064 Cr and the Latest NAV as of 25 Sep 2020 is ₹26.96.
The JM Short Term Plan Direct Growth is rated Moderate risk. Minimum SIP Investment is set to ₹500.
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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.
Fund benchmarkCRISIL Short-Term Bond Index
Fund house
Rank (total assets)#32 in India
Total AUM₹13,063.76 Cr
Date of Incorporation15 Sep 1994
Launch Date15 Sep 1994
AddressOne International Centre, 22nd Floor,Tower 2, Senapati Bapat Marg,Prabhadevi, Mumbai Mumbai 400013
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,