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JM Short Term Fund (Growth)

Formerly JM S/T Instl Gr
Returns (3yrs)
3.53 %
Latest NAV
26.41

Investment Calculator

  • Tenure
  • Returns %
  • Step Up %
Total Investment
Wealth Gained
Total Corpus Created
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Short Term Money
Better than FD

Fund Information

as on 8th of August, 08:52 AM

To generate regular returns and high level of liquidity with low risk strategy and capital appreciation / accretion through investment in debt instruments and related securities besides preservation of capital.

Fund Managers

  • profile-pic
    Vikas Agrawal
  • expense-ratio
    Expense Ratio
    0.0
    benchmark
    Benchmark
    CRISIL Short Term Bond Fund TR INR
  • Aum image
    AUM
    ₹ 28.77 Crores
    ISIN
    ISIN
    INF192K01BG0
  • Category Risk:

    Moderate Risk

Holding Information

as on 8th of August, 08:52 AM

Top Holding

Govt Stock
38%
Treps
28%
Govt Stock
21%
7.26% Govt Stock 2029
7%
5.79% Govt Stock 2030
4%

Allocation

Debt
70%
Others
30%
Equity
0%

Investment Return Calculator

as on 8th of August, 08:52 AM
  • Of
  • For
Total Corpus
Gains
Annualized %
  • Savings Bank
  • Fixed Deposit
  • Gold
  • Property
  • PPF
  • EPF
  • Mutual Fund(Equity)

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. Past performance is not an indicator of future returns.

Transaction

as on 8th of August, 08:52 AM
Minimum SIP Amount
1000
Minimum Lumpsum Amount
5000
Lumpsum Multiple
100
SIP Multiple
100

About the Fund

JM Short Term Fund Growth is a Short Term Debt fund and has delivered an annualised return of 3.53% over a period of 3 years. The fund is managed by JM Financial Asset Management Limited. The fund managers names are Vikas Agrawal. To generate regular returns and high level of liquidity with low risk strategy and capital appreciation / accretion through investment in debt instruments and related securities besides preservation of capital. The fund charges 0.0%. The minimum SIP amount for this is ₹1000. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000.

Disclaimer: Scripbox has taken due care and caution in compilation of the data contained in this factsheet. This data has been obtained by Scripbox from sources which it considers reliable. However, please verify the data from the mutual fund company before taking any Investment action based on this information.