JM Short Duration Fund Direct Growth
3Y Annualised
N/A
0.09% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
0.77%
0.09% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
8 years 10 months
6 years 2 months
9 years 7 months
Fund info
Fund size
₹114.81 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹1000
Exit load
0%
NIL
Risk Profile
Moderate Risk
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
ICICI Prudential Short Term Fund Institutional Fortnightly Payout of Income Dist cum Cap Wdrl
2nd
ICICI Prudential Short Term Fund Bonus
3rd
ICICI Prudential Short Term Fund Institutional Growth
4th
PGIM India Short Duration Fund Bonus
5th
PGIM India Short Duration Fund Weekly Reinvestment Inc Dist cum Cap Wdrl
84th
JM Short Duration Fund Direct Growth
Fund Managers
About JM Short Duration Fund Direct Growth
JM Short Duration Fund Direct Growth is a Fixed Income mutual fund scheme from JM Financial Asset Management Limited. This fund has been in existence for 2 years, having been launched on 2022-08-29. JM Short Duration Fund Direct Growth has ₹114.81 Cr worth of assets under management (AUM) as of Sun Mar 23 2025. The latest Net Asset Value (NAV) of JM Short Duration Fund Direct Growth as of Fri Mar 21 2025 is ₹11.9648. The fund has an expense ratio of 0.37%, which is medium comparable to most other Fixed Income funds.
JM Short Duration Fund Direct Growth returns for the last 1 year are 8.13%. Since launch, it has delivered 7.26% average annual returns.
The JM Short Duration Fund Direct Growth has the majority of its money invested in null sectors.
Top 5 Holdings of JM Short Duration Fund Direct Growth.
- 7.32% Govt Stock 2030: 20.17%
- LIC Housing Finance Limited: 6.97%
- Small Industries Development Bank Of India: 6.55%
- 7.17% Govt Stock 2030: 5.34%
- Sikka Ports & Terminals Limited: 5.17%
AMC Information
| Name | JM Financial Asset Management Limited |
|---|---|
| Founding Date | 2022-08-29 |
| 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 Short 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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FAQs
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