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JM Income Fund (Growth)

Returns (5yrs)
3.68 %
Latest NAV
49.52

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Fund Information

as on 11th of August, 07:03 PM

JM Financial Asset Management Limited

To generate stable long term returns with low risk strategy and capital appreciation / accretion through investment in debt instruments and related securities besides preservation of capital.

Fund Managers

  • profile-pic
    Vikas Agrawal
  • expense-ratio
    Expense Ratio
    0.0
    benchmark
    Benchmark
    CRISIL Composite Bond Fund TR INR
  • Aum image
    AUM
    ₹ 35.34 Crores
    ISIN
    ISIN
    INF192K01AB3
  • Category Risk:

    Moderate Risk

Holding Information

as on 11th of August, 07:03 PM

Top Holding

Govt Stock
44%
Govt Stock
18%
Govt Stock
15%
5.79% Govt Stock 2030
14%
Treps
6%

Allocation

Debt
91%
Others
9%
Equity
0%

Investment Return Calculator

as on 11th of August, 07:03 PM
  • Of
  • For
Total Corpus
Gains
Annualized %
  • Savings Bank
  • Fixed Deposit
  • Gold
  • Property
  • PPF
  • EPF
  • Mutual Fund(Equity)

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. Past performance is not an indicator of future returns.

Transaction

as on 11th of August, 07:03 PM
Minimum SIP Amount
₹ 1000
Minimum Lumpsum Amount
₹ 5000
Lumpsum Multiple
₹ 100
SIP Multiple
₹ 100

About the Fund

JM Income Fund - Growth is a Medium To Long Duration Debt fund and has delivered an annualised return of 3.68% over a period of 5 years. The fund is managed by JM Financial Asset Management Limited. The fund managers names are Vikas Agrawal. To generate stable long term returns with low risk strategy and capital appreciation / accretion through investment in debt instruments and related securities besides preservation of capital. The fund charges 0.0%. The minimum SIP amount for this is ₹1000. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000.

Disclaimer: Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund company before taking any Investment action based on this information.

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Long Term Wealth

  • 5+ years
    Recommended
  • 12-14%
    Returns
  • No lock-in
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