• Mutual Funds
  • JM Mutual Fund
  • JM Low Duration Fund Bonus Principal units (PIDCW-A)

Formerly JM Money Mgr Super Plus Bns Princ

JM Mutual Fund

JM Low Duration Fund Bonus Principal units (PIDCW-A)

DebtLow Duration

18.3969

NAV (Aug 05)

8.1%
3 Year CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

₹ 142 Cr

Rolling Returns

View all 8 analysis

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

18.3969

NAV (Aug 5)

Fund Returns

Last 1Y

3.3%

Last 3Y

8.1%

Last 5Y

5.1%

Last 10Y

NA

Since Inception

6.7%

6 Month CAGR

1.7%

Scheme Information

Investment Objective

To generate stable long term returns with low risk strategy and capital appreciation/accretion besides preservation of capital through investments in Debt & Money Market instruments such that the Macaulay duration of the portfolio is between 6 months - 12 months. 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.

Expense Ratio

0.84

Launched (9y ago)

Apr 08, 2013

AUM in Crores

141.686

ISIN

INF192K01FJ5

Lock-in

No Lock-in

Benchmark

CRISIL Low Duration Fund TR INR

SIP Minimum

0

Lumpsum Min.

5000

Fund Managers

Shalini Tibrewala

Fund Manager

Vikas Agrawal

Fund Manager

Gurvinder Wasan

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

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.

Asset allocation and Holdings

Last updated on 2022-08-05

Top Debt Holdings

364 Days Treasury Bill 16-03-2023

10.2%
10.2%

export import bank of india

7.2%
7.2%

national bank for agriculture and rural development

7.1%
7.1%

hdb financial services limited

7.1%
7.1%

hindalco industries limited

7.1%
7.1%
See all holdings

Comparison with Debt Funds

Fund NameFund SizeRolling Returns
ICICI Prudential Liquid Fund (G)
ICICI Prudential Liquid Fund (G)

₹ 49,911 cr

₹ 14,870 cr

₹ 15,889 cr

₹ 14,702 cr

₹ 49,911 cr

About the AMC

JM Financial Asset Management Limited

JM Financial Asset Management Limited manages assets worth 2,912 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.

amc-img

  • 022-61987704
  • investor@jmfl.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    19.9%

    11.6%

    19.9%

    8.7%

    19.9%

    8.5%

    19%

    7.4%

    19.9%

    8.5%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    JM Low Duration Fund Bonus Principal units (PIDCW-A) Review

    JM Low Duration Fund Bonus Principal units (PIDCW-A) is a Low Duration Debt fund and has delivered an annualised return of 6.7% over a period of 9 years. The fund was previously known as JM Money Mgr Super Plus Bns Princ. The fund is managed by JM Financial Asset Management Limited. The fund managers are Gurvinder Wasan, Shalini Tibrewala, Vikas Agrawal.

    Nav of JM Low Duration Fund Bonus Principal units (PIDCW-A) as of 8/5/2022 is ₹18.40 with the total AUM as of 8/6/2022 is ₹141.686. With Scripbox you can compare and check the latest nav for all mutual funds in India. JM Low Duration Fund Bonus Principal units (PIDCW-A) was launched on Apr 08, 2013. The category risk of the fund is Low to Moderate Risk.

    The minimum SIP amount for JM Low Duration Fund Bonus Principal units (PIDCW-A) is ₹0 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. Check your estimated returns on mutual funds by using sip calculator.

    JM Low Duration Fund Bonus Principal units (PIDCW-A) 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 Low Duration Fund TR INR.

    JM Low Duration Fund Bonus Principal units (PIDCW-A) is rated as a 1 fund in Debt and delivered 3.3% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with JM Low Duration Fund Bonus Principal units (PIDCW-A).

    Frequently Asked Questions

    What is JM Low Duration Fund Bonus Principal units (PIDCW-A)?

    JM Low Duration Fund Bonus Principal units (PIDCW-A) is a Low Duration Debt scheme predominantly investing across Debt stocks with an investment objective to generate wealth over the long term.

    How to invest in JM Low Duration Fund Bonus Principal units (PIDCW-A)?

    You can invest in JM Low Duration Fund Bonus Principal units (PIDCW-A) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of JM Low Duration Fund Bonus Principal units (PIDCW-A)?

    The minimum sip amount for JM Low Duration Fund Bonus Principal units (PIDCW-A) is ₹0. You can invest in multiples of ₹5000.

    Is JM Low Duration Fund Bonus Principal units (PIDCW-A) good to invest in?

    As per Scripbox experts, JM Low Duration Fund Bonus Principal units (PIDCW-A) is a Not Recommended fund. You can investJM Low Duration Fund Bonus Principal units (PIDCW-A) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the JM Low Duration Fund Bonus Principal units (PIDCW-A)?

    The expense ratio of the JM Low Duration Fund Bonus Principal units (PIDCW-A) is 0.84% for regular plan.