JM Short Duration Fund Regular Growth
3Y Annualised
N/A
0.01% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
0.72%
0.01% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
9 years 7 months
5 years 12 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
164th
JM Short Duration Fund Regular Growth
Fund Managers
About JM Short Duration Fund Regular Growth
JM Short Duration Fund Regular 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 Regular Growth has ₹114.81 Cr worth of assets under management (AUM) as of Thu Mar 27 2025. The latest Net Asset Value (NAV) of JM Short Duration Fund Regular Growth as of Wed Mar 26 2025 is ₹11.7341. The fund has an expense ratio of 1.06%, which is medium comparable to most other Fixed Income funds.
JM Short Duration Fund Regular Growth returns for the last 1 year are 7.47%. Since launch, it has delivered 6.39% average annual returns.
The JM Short Duration Fund Regular Growth has the majority of its money invested in null sectors.
Top 5 Holdings of JM Short Duration Fund Regular Growth.
- 7.32% Govt Stock 2030: 19.64%
- Small Industries Development Bank Of India: 6.37%
- 7.17% Govt Stock 2030: 5.19%
- Sikka Ports & Terminals Limited: 5.02%
- 6.75% Govt Stock 2029: 4.69%
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 Regular 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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