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  • JM Mutual Fund
  • JM Short Duration Fund (Growth)
JM Mutual Fund

JM Short Duration Fund (Growth)

DebtShort Term

10.1215

NAV (Dec 01)

1.2%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
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Fund Size

Rolling Returns

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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

10.1215

NAV (Dec 1)

Fund Returns

Last 1Y

NA

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

1.2%

6 Month CAGR

NA

Scheme Information

Investment Objective

The Scheme will endeavor to generate stable returns with a low risk strategy while maintaining liquidity through a portfolio comprising of debt and money market instruments.

Expense Ratio

1.21

Launched (0y ago)

Aug 29, 2022

AUM in Crores

121.452

ISIN

INF192K01MM5

Lock-in

No Lock-in

Benchmark

CRISIL Short Duration Fund TR INR

SIP Minimum

0

Lumpsum Min.

5000

Standard Deviation (3yr)

0

Standard Deviation (5yr)

0

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0

Sharpe Ratio (5yr)

0

YTM

7.2

Fund Managers

Shalini Tibrewala

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 2022-12-01

Top Debt Holdings

treps-triparty repo

16.6%
16.6%

5.74% govt stock 2026

15.7%
15.7%

small industries development bank of india

10.9%
10.9%

canara bank

10.9%
10.9%

net current assets

10.4%
10.4%
See all holdings

Compare JM Short Duration Fund (Growth)

Fund NameFund SizeRolling Returns
ICICI Prudential Liquid Fund (G)
ICICI Prudential Liquid Fund (G)

₹ 46,469 cr

₹ 14,221 cr

₹ 18,664 cr

₹ 13,008 cr

₹ 46,469 cr

About the AMC

JM Financial Asset Management Limited

JM Financial Asset Management Limited manages assets worth 2,796 crores and was set up on 9 June 1994. It's current offering of mutual fund schemes includes 22 equity,70 debt and 15 hybrid funds.

amc-img

  • 022-61987704
  • investor@jmfl.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    18.3%

    13.1%

    18%

    7.7%

    21.2%

    11.8%

    21.2%

    9.6%

    21.2%

    9.4%

    JM Short Duration Fund (G) Review

    JM Short Duration Fund (G) is a Short Term Debt fund and has delivered an annualised return of 1.2% over a period of 0 years. The fund is managed by JM Financial Asset Management Limited. The fund managers are Gurvinder Wasan, Shalini Tibrewala.

    Nav of JM Short Duration Fund (G) as of 12/1/2022 is ₹10.12 with the total AUM as of 12/2/2022 is ₹121.452. With Scripbox you can compare and check the latest nav for all mutual funds in India. JM Short Duration Fund (G) was launched on Aug 29, 2022. The category risk of the fund is Low to Moderate Risk.

    The minimum SIP amount for JM Short Duration Fund (G) is ₹0 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 Fund TR INR.

    JM Short Duration Fund (G) is rated as a 0 fund in Debt and delivered null% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with JM Short Duration Fund (G).

    Frequently Asked Questions

    What is JM Short Duration Fund (G)?

    JM Short Duration Fund (G) is a Short Term Debt scheme predominantly investing across Debt stocks with an investment objective to generate wealth over the long term.

    How to invest in JM Short Duration Fund (G)?

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

    The minimum sip amount for JM Short Duration Fund (G) is ₹0. You can invest in multiples of ₹5000.

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

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

    The expense ratio of the JM Short Duration Fund (G) is 1.21% for regular plan.