ST
Shalini TibrewalaFund Manager Since 20 Aug 2021
Fixed IncomeLow Duration
JM Low Duration Fund (Direct) - Growth
3Y Annualised
6.81%
0.06% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
0.86%
0.06% 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 6 months
NIFTY 50
6 years 5 months
FD
9 years 7 months
Fund info
Fund size
₹226.52 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
ICICI Prudential Savings Fund Bonus
1.99%
2nd
ICICI Prudential Savings Fund Retail Plan Growth
1.93%
3rd
ICICI Prudential Savings Fund Retail Plan Weekly Reinvestment of Income Dist cum Cap Wdrl
1.93%
4th
ICICI Prudential Savings Fund Retail Plan Weekly Payout of Income Dist cum Cap Wdrl
1.93%
5th
ICICI Prudential Savings Fund Retail Plan Daily Reinvestment of Income Dist cum Cap Wdrl
1.84%
98th
JM Low Duration Fund (Direct) - Growth
0.86%
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 ₹226.52 Cr worth of assets under management (AUM) as of Wed Apr 02 2025. The latest Net Asset Value (NAV) of JM Low Duration Fund (Direct) - Growth as of Mon Mar 31 2025 is ₹37.2917. 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 7.93%. Since launch, it has delivered 7.00% 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: 8.79%
- Power Finance Corporation Ltd.: 6.60%
- Shriram Finance Limited: 4.43%
- 360 One Prime Limited: 4.41%
- Small Industries Development Bank Of India: 4.41%
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. |
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expense ratio
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JM Flexicap Fund (Direct) Growth Option
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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?
