• Mutual Funds
  • JM Mutual Fund
  • JM Low Duration Fund (Growth)

Formerly JM Money Manager Super Plus Plan Gr

JM Mutual Fund

JM Low Duration Fund (Growth)

DebtLow Duration

30.3597

NAV (Jun 24)

8.1%
3 Year CAGR
Scripbox Opinion
Not Recommended
Click here for top ranked funds in low duration mutual funds.

However, Scripbox does not recommend investing in low duration mutual funds.

Our analysis of this fundLearn how we rate funds ->

Track Record

16 Years. The fund has an Extended history for analysis and the track record is excellent.

Relative Size

141 Cr. Small within the category

Impact of Interest Rate Changes

Low Interest Rate Risk. The impact on fund value is quite low when interest rates change

Credit Quality Of Fund's Portfolio

Lowest Credit Risk. The fund has a very high credit quality compared to other debt funds

Invest in this fund

Scripbox Recommended Debt Funds

Want the ultra short term debt funds that are right for your short term investment needs?

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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

30.3597

NAV (Jun 24)

Fund Returns

Last 1Y

3.2%

Last 3Y

8.1%

Last 5Y

5.2%

Last 10Y

6.9%

Since Inception

7.3%

6 Month CAGR

1.5%

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 (16y ago)

Sep 27, 2006

AUM in Crores

140.446

ISIN

INF192K01AY5

Lock-in

No Lock-in

Benchmark

CRISIL Low Duration Fund TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Prashant Pimple

Fund Manager

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 2022-06-24

Top Debt Holdings

larsen and toubro limited

7.2%
7.2%

hindalco industries limited

7.2%
7.2%

hdb financial services limited

7.2%
7.2%

reliance industries limited

7.1%
7.1%

indian oil corporation limited

7.1%
7.1%
See all holdings

Comparison with Debt Funds

Fund NameScripbox OpinionFund SizeTrack Record
ICICI Prudential Liquid Fund (G)
ICICI Prudential Liquid Fund (G)

₹ 44,308 cr

5

₹ 14,441 cr

5

₹ 18,739 cr

5

₹ 12,059 cr

5

₹ 44,308 cr

5

About the AMC

JM Financial Asset Management Limited

JM Financial Asset Management Limited manages assets worth 2,888 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

    14.1%

    11.3%

    14.1%

    7.7%

    14.1%

    7.5%

    13.3%

    6.4%

    14.1%

    7.5%

    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 (G) Review

    JM Low Duration Fund (G) is a Low Duration Debt fund and has delivered an annualised return of 7.3% over a period of 15 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 managers are Gurvinder Wasan, Prashant Pimple, Shalini Tibrewala, Vikas Agrawal.

    Nav of JM Low Duration Fund (G) as of 6/24/2022 is ₹30.36 with the total AUM as of 6/27/2022 is ₹140.446. With Scripbox you can compare and check the latest nav for all mutual funds in India. JM Low Duration Fund (G) was launched on Sep 27, 2006. The category risk of the fund is Low to Moderate Risk.

    The minimum SIP amount for JM Low Duration Fund (G) 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. Check your estimated returns on mutual funds by using sip calculator.

    JM Low Duration Fund (G) 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 (G) is rated as a 1 fund in Debt and delivered 3.2% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with JM Low Duration Fund (G).

    Frequently Asked Questions

    What is JM Low Duration Fund (G)?

    JM Low Duration Fund (G) 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 (G)?

    You can invest in JM Low Duration Fund (G) 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 (G)?

    The minimum sip amount for JM Low Duration Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is JM Low Duration Fund (G) good to invest in?

    As per Scripbox experts, JM Low Duration Fund (G) is a Not Recommended fund. You can investJM Low Duration Fund (G) 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 (G)?

    The expense ratio of the JM Low Duration Fund (G) is 0.84% for regular plan.