• 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

Top Ranked

29.9974

NAV (Jan 17)

4.7%
3 Year CAGR
Scripbox Opinion

Top Ranked

These are the top-ranked funds within 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

134 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
Explore a better alternative to this fund with a Scripbox plan.
Short Term Money

Short Term Money

Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

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    Historical growth rate of 6.5% per annum
  • graph-icon-gray
    Recommended Duration 1 - 5 years
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    No Lock-in
  • graph-icon-gray
    Expert Investing Only, Car, Down Payment

No single fund can achieve what a plan can. Learn why

Historical NAV

29.9974

NAV (Jan 17)

Fund Returns

Last 1Y

3.3%

Last 3Y

4.7%

Last 5Y

5.5%

Last 10Y

7.3%

Since Inception

7.4%

6 Month CAGR

1.6%

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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

0.79

Launched (16y ago)

Sep 27, 2006

AUM in Crores

133.877

ISIN

INF192K01AY5

Lock-in

No Lock-in

Benchmark

Crisil Low Duration Debt Index TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
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Prashant Pimple

Fund Manager

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Shalini Tibrewala

Fund Manager

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Vikas Agrawal

Fund Manager

calculator

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
EPF70% ₹ 9,00,761 ₹ 1,68,1498.50%
Property70% ₹ 8,67,662 ₹ 1,35,0507.00%
PPF70% ₹ 8,69,819 ₹ 1,37,2077.10%
Bank FD70% ₹ 8,46,471 ₹ 1,13,8596.00%
Gold70% ₹ 8,46,471 ₹ 1,13,8596.00%
Savings Bank70% ₹ 8,25,950 ₹ 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.

comparison

Comparison with Debt Funds

Fund NameScripbox OpinionFund SizeTrack Record
Kotak Savings Fund (G)
Kotak Savings Fund (G)

₹ 11,223 cr

5

₹ 28,408 cr

5

₹ 9,119 cr

5

₹ 26,625 cr

5

₹ 23,456 cr

5

amc-icon

About the AMC

JM Financial Asset Management Limited

JM Financial Asset Management Limited manages assets worth 2,006 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.

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  • tel-amc-about
    022-61987704
  • mail-amc-about
    investor@jmfl.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    4.7%

    7.4%

    4.6%

    7%

    4.6%

    7.5%

    4.6%

    6.9%

    3.8%

    5.7%

    growth

    Short Term Money

    Invest in a scientifically curated set of debt mutual funds which are best aligned towards achieving any short term objectives you may have.

    • graph-icon-gray
      Historical growth rate of 6.5% per annum
    • graph-icon-gray
      Recommended Duration 1 - 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Expert Investing Only, Car, Down Payment
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Kotak Savings Fund (Growth)

    Kotak Savings Fund (Growth)

    Debt

    Ultra Short

    ICICI Prudential Savings Fund (Growth)

    ICICI Prudential Savings Fund (Growth)

    Debt

    Low Duration

    Tata Liquid Fund (Growth)

    Tata Liquid Fund (Growth)

    Debt

    Liquid

    JM Low Duration Fund (G) Review

    JM Low Duration Fund (G) is a Low Duration Debt fund and has delivered an annualised return of 7.4% 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 Prashant Pimple, Shalini Tibrewala, Vikas Agrawal.

    Nav of JM Low Duration Fund (G) as of 17/01/2022 is ₹30.00 with the total AUM as of 18/01/2022 is ₹133.877. 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 Debt Index TR INR.

    JM Low Duration Fund (G) is rated as a 4 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 (G).

    Frequently Asked Questions

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