CASPeR Ranking #81
JM Low Duration Fund (Direct) - Growth
NAV (Wed Dec 04 2024)
₹36
Returns (Since Inception)
6.41%
Category Average
6.05%
Rating
4
Allocation and Holdings
Asset class
Weightage
Unknown
53.23%
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4.5Overall rating
Scheme Information
Fund name
JM Low Duration Fund (Direct) - Growth
Minimum SIP
100
Risk Level
Low to Moderate Risk
AUM
₹232.88 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
0.310%
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 61987777Email Address
investor@jmfl.comCorporate Office Address
JM Financial Asset Management Private Limited,502, 5th Floor, A - Wing,,Laxmi Towers, Bandra-Kurla Complex,,Bandra-EastOverall AUM
₹232.88 Cr
Website
www.jmfinancialmf.com
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