- Mutual Funds
- JM Mutual Fund
- JM Short Term Fund (Growth)
Formerly JM S/T Instl Gr
JM Short Term Fund (Growth)
₹ 26.4425
NAV (Sep 25)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical 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
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
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| JM Short Term Fund (Growth) | 8,32,037 | 99,425 | 5.3% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Debt Holdings
Comparison with Debt Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 4,923 cr | ||
₹ 10,293 cr | ||
₹ 35,428 cr | ||
₹ 13,848 cr | ||
₹ 13,895 cr |
About the AMC
JM Financial Asset Management Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
27.7% | 14.9% | ||
27.7% | 14.8% | ||
27.7% | 14.8% | ||
28.4% | 16.9% | ||
21.4% | 9.2% |
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 21 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 4/18/2024 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)?
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.