- Mutual Funds
- JM Financial Mutual Fund
- JM Low Duration Fund (G)
JM Low Duration Fund (G)
₹ 35.1628
NAV (Oct 15)
Low Duration funds provides relative safety of capital with growth at par with inflation and is suitable for investment objectives with duration of 1-5 years or longer.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 35.1628
NAV (Oct 15)
Fund Returns
Last 1Y | 7.3% |
Last 3Y | 5.7% |
Last 5Y | 8.3% |
Last 10Y | 6.3% |
Since Inception | 7.2% |
6 Month CAGR | 3.7% |
Scheme Information
The scheme seeks to generate stable long term returns with low risk strategy and capital appreciation/accretion besides preservation of capital through investments in Debt & Money Market instruments such that the Macaulay duration of the portfolio is between 6 months - 12 months.
Expense Ratio | 0.71 |
Launched (0y ago) | 0.71 |
AUM in Crores | 240.3 |
ISIN | INF192K01AY5 |
Lock-in | - |
Benchmark | CRISIL Low Duration Debt A-I Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 0.6 |
Beta | 1.2 |
Sharpe Ratio | -0.4 |
YTM | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| JM Low Duration Fund (G) | 8,95,603 | 1,62,991 | 8.3% | |
| 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
Bank Of Baroda
9.6%Others
8.1%National Bank For Agriculture & Rural Development
7.6%Canara Bank
7.5%ICICI Bank Ltd.
7.2%Comparison with Debt Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 4,523 cr | ||
₹ 8,029 cr | ||
₹ 10,307 cr | ||
₹ 14,839 cr | ||
₹ 4,610 cr |
About the AMC
JM Financial Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
25.7% | 15.9% | ||
25.5% | 17.3% | ||
21.3% | 13.1% | ||
19.5% | 10.4% | ||
5.9% | 6.6% |
JM Low Duration Fund (G) Review
JM Low Duration Fund (G) is a Low Duration Debt fund and has delivered an annualised return of 7.21% over a period of 18 years. The fund is managed by JM Financial Mutual Fund. The fund managers are Gurvinder Singh Wasan, Naghma Khoja, Ruchi Fozdar, Shalini Tibrewala.
Nav of JM Low Duration Fund (G) as of 10/15/2024 is ₹35.16 with the total AUM as of 10/16/2024 is ₹240.2697. With Scripbox you can compare and check the latest nav for all mutual funds in India. JM Low Duration Fund (G) was launched on 2006-09-27. The category risk of the fund is Below Average.
The minimum SIP amount for JM Low Duration 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 Low 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 Low Duration Debt A-I Index.
It is rated as a 1 fund in Debt and delivered 7.283% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with JM Low Duration Fund (G).
Frequently Asked Questions
What is JM Low Duration Fund (G)?
How to invest in JM Low Duration Fund (G)?
You can invest in JM Low 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 Low Duration Fund (G)?
The minimum sip amount for JM Low Duration Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is JM Low Duration Fund (G) good to invest in?
As per Scripbox experts, it is a 1 fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the JM Low Duration Fund (G)?
The expense ratio of the JM Low Duration Fund (G) is 0.71% for regular plan.
What is the NAV of JM Low Duration Fund (G)?
Today's JM Low Duration Fund (G) NAV is ₹35.16.