Click here for top ranked funds in dynamic bond mutual funds.
However, Scripbox does not recommend investing in dynamic bond mutual funds.
Dynamic Bond Funds have the flexibility to invest in instruments across duration.The exposure is dependent on the outlook of the Fund Manager.
Such funds are also allowed to invest across the credit quality spectrum.They tend to be exposed to higher credit risk and longer maturity paper which makes them quite volatile.We do not recommend funds in this category since we believe that the potential incremental return is not justified by the higher credit risk and higher interest rate risk.
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Scheme Information
Investment Objective
The investment objective will be to actively manage a portfolio of good quality debt as well as Money Market Instruments so as to provide reasonable returns and liquidity to the Unit holders. Investors are required to read all the scheme related information set out in the offer documents 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.
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
JM Financial Asset Management Limited manages assets worth 2,691 crores and was set up on 9 June 1994. It's current offering of mutual fund schemes includes 22 equity,54 debt and 31 hybrid funds.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.
What Scripbox recommendations mean?
Recommended
Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
Top Ranked
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Category View
We check if the sub-category of the fund is recommended by us.
Consistency Of Performance
Consistency of performance over various tenures is analysed for a relative performance stack.
Track Record
We look at consistent and long historical performance for our analysis.
Relative Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Impact of Interest Rates
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Credit Quality Of Fund’s Portfolio
We check the relative interest rate risk of the sub-category of the fund. Lower the better.
Equity Funds
Debt Funds
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Invest via netbanking, UPI or through an SIP (eNACH mandate).
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About JM Dynamic Debt Fund (DR-D)
About JM Dynamic Debt Fund (DR-D)
JM Dynamic Debt Fund (DR-D) is a dynamic bond debt fund and has delivered an annualised return of 5.1% over a period of 14 years .The fund was previously known as JM Floater L/T Dl DR.The fund is managed by JM Financial Asset Management Limited.The fund manager’s name is Vikas Agrawal.
JM Dynamic Debt Fund (DR-D) Investment Objective
The investment objective will be to actively manage a portfolio of good quality debt as well as Money Market Instruments so as to provide reasonable returns and liquidity to the Unit holders. Investors are required to read all the scheme related information set out in the offer documents 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. However, there is no assurance that the objective of the scheme will be realized.
JM Dynamic Debt Fund (DR-D) NAV,AUM,Risk
The JM Dynamic Debt Fund (DR-D) fund was launched on May 22, 2007. The NAV (Net Asset Value) of this dynamic bond debt as of 2021-03-02 is ₹ 10.0275. The total AUM (Asset Under Management) of the fund as of 2021-03-03 is ₹ 97.336. The category risk of the JM Dynamic Debt Fund (DR-D) fund is Moderate Risk.
The fund charges 0.0 % as expense ratio.
JM Dynamic Debt Fund (DR-D) Holdings
The fund’s highest allocation is towards debt and has invested 93.6% in this asset class. The top three holdings of the fund are 5.22% goi 2025,6.18% govt stock 2024 and rural electrification corporation limited
JM Dynamic Debt Fund (DR-D) SIP
The minimum SIP (Systematic Investment Plan) amount for this is ₹ 1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.
JM Dynamic Debt Fund (DR-D) Investment volatility and Horizon
This fund is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to CRISIL Composite Bond Fund TR INR.
JM Dynamic Debt Fund (DR-D) Review
JM Dynamic Debt Fund (DR-D) has a score of 2 on a scale of 5. The fund scores 5 out of 5 based on historical performance. As compared to the other funds in its category, JM Dynamic Debt Fund (DR-D) has a score of 2 out of 5.
The credit risk of the fund is 4 out of 5 as compared to other debt funds.
