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
Rating
2
Min. SIP amount
Not Supported
Fund size
₹29.87Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (5)

NameSectorInstrumentAssets
GOI
SovereignGOI Sec22.45%
GOI
SovereignGOI Sec19.73%
GOI
SovereignGOI Sec10.19%
FinancialNCD8.75%
Power Finance Corpn. Ltd.
FinancialBonds/NCD8.69%

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Returns and rankings

Category: Debt Short Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns4.2%3.4%5.3%7.8%
Category average7.8%7.1%6.0%NA
Rank with in category252121NA
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Peer Comparison

Debt, Short Duration fundsRating1Y3YFund Size(Cr)
4
5.6%8.2%5,433.30
5
8.2%7.6%22,313.71
5
8.2%7.6%18,235.56
4
8.4%7.4%8,935.13
5
12.8%5.3%361.74

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.

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Check past data

Fund management

Vikas Agrawal
Aug 2014 - Present
View details

Education
Mr. Agarwal is a B.Com and PGDBM (Finance)
Experience
He has been associated with JM Financials since 2011.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Office B-8th Floor-Cnergy,Appasaheb Marathe Marg,Prabhadevi, Mumbai 400025
Phone
022-33797777 / 1800-103-8345
Launch Date
15 Sep 1994
E-mail
NA
JM Financial Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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