- Mutual Funds
- JM Mutual Fund
- JM Short Duration Fund Direct (Growth)
JM Short Duration Fund Direct (Growth)
₹ 11.1181
NAV (Apr 26)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 11.1181
NAV (Apr 26)
Fund Returns
Last 1Y | 6.5% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 6.6% |
6 Month CAGR | 3.6% |
Scheme Information
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 | 0.34 |
Launched (2y ago) | Aug 29, 2022 |
AUM in Crores | 127.660 |
ISIN | INF192K01MP8 |
Lock-in | No Lock-in |
Benchmark | CRISIL Short Duration Debt TR INR |
SIP Minimum | 1000 |
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 | 7.55 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| JM Short Duration Fund Direct (Growth) | 8,56,981 | 1,24,369 | 6.5% | |
| 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
7.1% govt stock 2029
11.6%treps-triparty repo
9.4%7.37% govt stock 2028
8.6%export import bank of india
7.8%7.06% govt stock 2028
7.7%Comparison with Debt Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 10,293 cr | ||
₹ 4,923 cr | ||
₹ 48,877 cr | ||
₹ 14,469 cr | ||
₹ 13,895 cr |
About the AMC
JM Financial Asset Management Limited
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
30.1% | 15.2% | ||
30.1% | 15% | ||
30.1% | 15% | ||
31% | 17% | ||
24% | 9.5% |
JM Short Duration Fund Direct (G) Review
JM Short Duration Fund Direct (G) is a Short Term Debt fund and has delivered an annualised return of 6.6% over a period of 1 years. The fund is managed by JM Financial Asset Management Limited. The fund managers are Gurvinder Wasan, Naghma Khoja, Ruchi Fozdar.
Nav of JM Short Duration Fund Direct (G) as of 4/26/2024 is ₹11.12 with the total AUM as of 4/27/2024 is ₹127.66. With Scripbox you can compare and check the latest nav for all mutual funds in India. JM Short Duration Fund Direct (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 Direct (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 Direct (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 TR INR.
JM Short Duration Fund Direct (G) is rated as a 0 fund in Debt and delivered 6.5% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with JM Short Duration Fund Direct (G).
Frequently Asked Questions
What is JM Short Duration Fund Direct (G)?
How to invest in JM Short Duration Fund Direct (G)?
You can invest in JM Short Duration Fund Direct (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 Direct (G)?
The minimum sip amount for JM Short Duration Fund Direct (G) is ₹1000. You can invest in multiples of ₹5000.
Is JM Short Duration Fund Direct (G) good to invest in?
As per Scripbox experts, JM Short Duration Fund Direct (G) is a Not Reviewed Yet fund. You can investJM Short Duration Fund Direct (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 Direct (G)?
The expense ratio of the JM Short Duration Fund Direct (G) is 0.34% for regular plan.