ST
Shalini TibrewalaFund Manager Since 20 Aug 2021
Fixed IncomeLow Duration
JM Low Duration Fund (Direct) - Growth
3Y Annualised
7.02%
0.03% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
1.21%
0.03% 1D
Benchmark
HDFC NIFTY 500 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
10 years 3 months
NIFTY 50
5 years 7 months
FD
9 years 7 months
Fund info
Fund size
₹235.10 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹1000
Exit load
0%
NIL
Risk Profile
Low to Moderate Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Invesco India Low Duration Fund Weekly Reinvestment Inc Dist cum Cap Wdrl
2.23%
2nd
Invesco India Low Duration Fund Weekly Payout Inc Dist cum Cap Wdrl
2.23%
3rd
ICICI Prudential Savings Fund Bonus
1.99%
4th
ICICI Prudential Savings Fund Retail Plan Growth
1.93%
5th
ICICI Prudential Savings Fund Retail Plan Weekly Reinvestment of Income Dist cum Cap Wdrl
1.93%
146th
JM Low Duration Fund (Direct) - Growth
1.21%
Fund Managers
GW
Gurvinder WasanFund Manager Since 5 Apr 2022
About JM Low Duration Fund (Direct) - Growth
JM Low Duration Fund (Direct) - Growth is a Fixed Income mutual fund scheme from JM Financial Asset Management Limited. This fund has been in existence for 12 years, having been launched on 2013-01-01. JM Low Duration Fund (Direct) - Growth has ₹235.10 Cr worth of assets under management (AUM) as of Thu Apr 24 2025. The latest Net Asset Value (NAV) of JM Low Duration Fund (Direct) - Growth as of Wed Apr 23 2025 is ₹37.5991. The fund has an expense ratio of 0.35%, which is medium comparable to most other Fixed Income funds.
JM Low Duration Fund (Direct) - Growth returns for the last 1 year are 8.28%. Since launch, it has delivered 7.04% average annual returns.
The JM Low Duration Fund (Direct) - Growth has the majority of its money invested in null sectors.
Top 5 Holdings of JM Low Duration Fund (Direct) - Growth.
- National Bank For Agriculture And Rural Development: 8.51%
- Power Finance Corporation Ltd.: 6.38%
- Shriram Finance Limited: 4.29%
- 360 One Prime Limited: 4.27%
- Small Industries Development Bank Of India: 4.27%
AMC Information
| Name | JM Financial Asset Management Limited |
|---|---|
| Founding Date | 2013-01-01 |
| investor@jmfl.com | |
| Phone | +91 22 61987777 |
| Website | www.jmfinancialmf.com |
| Address | JM Financial Asset Management Private Limited,502, 5th Floor, A - Wing,,Laxmi Towers, Bandra-Kurla Complex,,Bandra-East |
Tax Implications of JM Low Duration Fund (Direct) - Growth
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
Similar Funds from JM Financial Asset Management Limited
JM Value Fund (Direct) - Growth
EquityValue
3Y CAGR
24.81%
expense ratio
0.93%
fund size
₹987.88 Cr
JM Focused Fund (Direct) - Growth Option
EquityFocused Fund
3Y CAGR
19.71%
expense ratio
0.74%
fund size
₹246.58 Cr
JM Tax Gain Fund - Growth
EquityELSS (Tax Savings)
3Y CAGR
18.86%
expense ratio
2.37%
fund size
₹183.63 Cr
JM Liquid Fund Growth
Money MarketLiquid
3Y CAGR
6.74%
expense ratio
0.26%
fund size
₹3586.63 Cr
JM Flexicap Fund (Direct) Growth Option
EquityFlexi Cap
3Y CAGR
25.10%
expense ratio
0.56%
fund size
₹5263.18 Cr
FAQs
What is the current NAV of JM Low Duration Fund (Direct) - Growth?
What are the average returns of JM Low Duration Fund (Direct) - Growth?
How do I invest in JM Low Duration Fund (Direct) - Growth?
What is the expense ratio of JM Low Duration Fund (Direct) - Growth?
What are net assets under management (AUM) of JM Low Duration Fund (Direct) - Growth?
What is the PE and PB ratio of JM Low Duration Fund (Direct) - Growth?
What are the top 5 holdings of JM Low Duration Fund (Direct) - Growth?
What are the top 3 sectors that JM Low Duration Fund (Direct) - Growth has invested in?
Who is the manager of JM Low Duration Fund (Direct) - Growth?
What is the exit load of JM Low Duration Fund (Direct) - Growth?
How to Redeem JM Low Duration Fund (Direct) - Growth?
Can I invest in SIP and a Lump Sum of JM Low Duration Fund (Direct) - Growth?
