No single fund can achieve what a plan can. Learn why
Historical NAV
₹ 29.7093
NAV (Sep 23)
Fund Returns
Last 1Y
3.6%
Last 3Y
5.3%
Last 5Y
5.9%
Last 10Y
7.5%
Since Inception
7.5%
6 Month CAGR
1.9%
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.
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 2,186 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.
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
Neutral
Not Recommended
Track Record
We look at consistent and long historical performance for our analysis.
Fund Size
We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.
Sub-asset Class View
We check if the sub-category of the fund is recommended by us.
Fund 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.
Fund 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 Attractiveness
We check the credit quality of the underlying instruments present in the fund. Higher the better.
Equity Funds
Debt Funds
About JM Low Duration Fund (G)
About JM Low Duration Fund (G)
JM Low Duration Fund (G) is a Low Duration Debt fund and has delivered an annualised return of 7.5% over a period of 14 years. The fund was previously known as JM Money Manager Super Plus Plan Gr . The fund is managed by JM Financial Asset Management Limited. The fund manager’s name is Vikas Agrawal
JM Low Duration Fund (G) 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. . However, there is no assurance that the objective of the scheme will be realized.
JM Low Duration Fund (G) NAV,AUM,Risk
The JM Low Duration Fund (G) fund was launched on Sep 27, 2006. The NAV (Net Asset Value) of this Low Duration Debt fund as of 2021-09-23 is ₹29.71. The total AUM (Asset Under Management) of the fund as of 24/09/2021 is ₹131.054. The category risk of the JM Low Duration Fund (G) fund is Low to Moderate Risk. The fund charges 0.65 % as expense ratio.
JM Low Duration Fund (G) Holdings
The fund’s highest allocation is towards Debt and has invested 81.4% in this asset class. The top three holdings of the fund are , 6.84% govt stock 2022 , hindalco industries limited , larsen and toubro limited , icici securities limited , 182 dtb 16122021 , axis bank limited , tata steel limited , national bank for agriculture and rural development , rural electrification corporation limited , reliance industries limited , housing development finance corporation limited , bajaj finance limited , small industries development bank of india , power finance corporation limited , national highways authority of india , mahindra & mahindra financial services limited , housing development finance corporation limited , treps-triparty repo , net current assets
JM Low Duration Fund (G) 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 Low Duration Fund (G) 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 Low Duration Debt Index TR INR.
JM Low Duration Fund (G) Review
JM Low Duration Fund (G) has a score of 3 on a scale of 5. The fund has a score of 4 out of 5 based on historical performance. As compared to the other funds in its category, JM Low Duration Fund (G) has a score of 2out of 5
The credit risk of the fund is 5 out of 5 as compared to other debt funds.
