JM Mutual Fund

JM Short Duration Fund (G)

₹ 11.53

NAV (Jan 06)

6.231%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
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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
1.09 %
Launched 2Y ago
2022-08-29
AUM in Crores
124
ISIN
INF192K01MM5
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
-
asset-allocation

Asset allocation and Holdings

Last updated on 2024-03-13

Top Debt Holdings

GOI

11.75%
11.75%

GOI

7.5%
7.5%

HDFC Bank Ltd.

6.69%
6.69%

LIC Housing Finance Ltd.

5.95%
5.95%

Small Industries Devp. Bank of India Ltd.

5.59%
5.59%
See all holdings
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JM Short Duration Fund (G) Review

JM Short Duration Fund (G) is a Short Term Debt fund and has delivered an annualised return of 6.23% over 2 years. The fund has grown over a period of 2 years. The fund is managed by JM Financial Mutual Fund. The fund managers are Gurvinder Singh Wasan, Naghma Khoja, Ruchi Fozdar, Shalini Tibrewala.

Nav of JM Short Duration Fund (G) as of 1/6/2025 is ₹11.53 with the total AUM as of 1/7/2025 is ₹124. With Scripbox you can compare and check the latest nav for all mutual funds in India. JM Short Duration Fund (G) was launched on 2022-08-29.

The minimum SIP amount for JM Short 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 Short 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 Short Duration Debt A-II Index.

Scripbox provides a compare mutual funds research tool to view a detailed comparison with JM Short Duration Fund (G).

Frequently Asked Questions

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