- Mutual Funds
- JM Financial Mutual Fund
- JM Short Duration Fund Direct Growth
JM Short Duration Fund Direct Plan Growth
₹ 12.18
NAV (Apr 25)
7.691%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->
View Less
Scripbox Recommended Debt Funds
Want the Debt funds that are right for your short term investment needs?Learn more
Scheme Information
Investment Objective
The scheme seeks to generate stable returns with a low risk strategy while maintaining liquidity through a portfolio comprising of debt and money market instruments.
Expense Ratio | 0.37 % |
Launched 2Y ago | 2022-08-29 |
AUM in Crores | 115.2 |
ISIN | INF192K01MP8 |
Lock-in (days) | No Lock-in |
Benchmark | CRISIL Short Duration Debt A-II Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | - |
Beta | - |
Sharpe Ratio | - |
YTM | - |
Fund Managers
Asset allocation and Holdings
Top Debt Holdings
GOI
11.75%GOI
7.5%HDFC Bank Ltd.
6.69%LIC Housing Finance Ltd.
5.95%Small Industries Devp. Bank of India Ltd.
5.59%See all holdings
Comparison with Debt Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 4,772 cr | ||
₹ 13,733 cr | ||
₹ 14,724 cr | ||
₹ 7,713 cr | ||
₹ 9,086 cr |
Frequently Asked Questions
Loading...