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

Formerly JM S/T Instl Gr

JM Mutual Fund

JM Short Term Fund (Growth)

DebtShort Term

26.4425

NAV (Sep 25)

3.4%
3 Year 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

26.4425

NAV (Sep 25)

Fund Returns

Last 1Y
4.2%
Last 3Y
3.4%
Last 5Y
5.3%
Last 10Y
7.1%
Since Inception
5.7%
6 Month CAGR
7.2%

Scheme Information

Investment Objective

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.

Expense Ratio
0
Launched (21y ago)
Apr 04, 2003
AUM in Crores
29.869
ISIN
INF192K01BG0
Lock-in
No Lock-in
Benchmark
CRISIL Short Term Bond Fund TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
4.2
Standard Deviation (5yr)
3.6
Beta (3yr)
0
Beta (5yr)
0.9
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
-0.239
YTM
4.61
Fund Managers

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
JM Short Term Fund (Growth)70%8,32,037 99,4255.3%
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.

Asset allocation and Holdings

Last updated on 2020-09-25

Top Debt Holdings

See all holdings

Comparison with Debt Funds

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

₹ 45,939 cr

₹ 16,101 cr

₹ 13,073 cr

₹ 12,851 cr

₹ 10,720 cr

About the AMC

JM Financial Asset Management Limited

JM Financial Asset Management Limited manages assets worth 5,762 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

26.7%

14.9%

27.7%

16.9%

22.4%

12.7%

22.4%

12.6%

22.4%

12.5%

JM Short Term Fund (G) Review

JM Short Term Fund (G) is a Short Term Debt fund and has delivered an annualised return of 5.7% over a period of 20 years. The fund was previously known as JM S/T Instl Gr. The fund is managed by JM Financial Asset Management Limited. The fund manager’s name is null.

Nav of JM Short Term Fund (G) as of 9/25/2020 is ₹26.44 with the total AUM as of 2/29/2024 is ₹29.869. With Scripbox you can compare and check the latest nav for all mutual funds in India. JM Short Term Fund (G) was launched on Apr 04, 2003. The category risk of the fund is Moderate Risk.

The minimum SIP amount for JM Short Term 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 Term 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 Term Bond Fund TR INR.

JM Short Term Fund (G) is rated as a 0 fund in Debt and delivered 4.2% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with JM Short Term Fund (G).

Frequently Asked Questions

What is JM Short Term Fund (G)?

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

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

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

The minimum sip amount for JM Short Term Fund (G) is ₹1000. You can invest in multiples of ₹5000.

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

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

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