INF192K01DW3

CASPeR Ranking #81

JM Low Duration Fund (Direct) - Growth

Low to Moderate Risk Low Duration Fixed Income

NAV (Thu Dec 26 2024)

₹36

Returns (Since Inception)

6.45%

Category Average

6.07%

Rating

4

Allocation and Holdings

Asset class

Weightage

Unknown

51.25%

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Overall rating

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Scheme Information

Fund name

JM Low Duration Fund (Direct) - Growth


Minimum SIP

100


Risk Level

Low to Moderate Risk


AUM

₹232.38 Cr


ISIN

INF192K01DW3


Inception Date

Jan 01 2013


Standard Deviation

0.518


Beta

-


Sharpe Ratio

0.459


Benchmark

CRISIL Low Duration Fund TR INR


Expense Ratio

0.350%


Exit Load

NIL

Risk

Low to Moderate Risk

Investment Objective

To generate stable long term returns with low risk strategy and capital appreciation/accretion besides preservation of capital through investments in Debt & Money Market instruments such that the Macaulay duration# of the portfolio is between 6 months - 12 months. Investors are required to read all the scheme related information carefully and also note that there can be no assurance that the investment objectives of the scheme will be realized. The scheme does not guarantee/ indicate any returns.

Fund Managers

Shalini Tibrewala

Gurvinder Wasan

About the AMC

JM Financial Asset Management Limited


Phone Number

+91 22 61987777

Email Address

investor@jmfl.com

Corporate Office Address

JM Financial Asset Management Private Limited,502, 5th Floor, A - Wing,,Laxmi Towers, Bandra-Kurla Complex,,Bandra-East

Overall AUM

₹232.38 Cr


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