- Mutual Funds
- JM Financial Mutual Fund
- JM Short Duration Fund (G)
JM Short Duration Fund (G)
₹ 11.3981
NAV (Oct 15)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 11.3981
NAV (Oct 15)
Fund Returns
Last 1Y | 7.4% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 6.3% |
6 Month CAGR | 4.1% |
Scheme Information
The scheme seeks to generate stable returns with a low risk strategy while maintaining liquidity through a portfolio comprising of debt and money market instruments.
Expense Ratio | 1.09 |
Launched (0y ago) | 1.09 |
AUM in Crores | 126.1 |
ISIN | INF192K01MM5 |
Lock-in | - |
Benchmark | CRISIL Short Duration Debt A-II Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | - |
Beta | - |
Sharpe Ratio | - |
YTM | - |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| JM Short Duration Fund (G) | 8,77,031 | 1,44,419 | 7.4% | |
| 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
GOI
11.8%GOI
7.5%HDFC Bank Ltd.
6.7%LIC Housing Finance Ltd.
6%Small Industries Devp. Bank of India Ltd.
5.6%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 Short Duration Fund (G) Review
JM Short Duration Fund (G) is a Short Term Debt fund and has delivered an annualised return of 6.332% over a period of 2 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 Short Duration Fund (G) as of 10/15/2024 is ₹11.40 with the total AUM as of 10/16/2024 is ₹126.08. With Scripbox you can compare and check the latest nav for all mutual funds in India. JM Short Duration Fund (G) was launched on 2022-08-29. The category risk of the fund is Average.
The minimum SIP amount for JM Short 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 Short 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 Short Duration Debt A-II Index.
It is rated as a null fund in Debt and delivered 7.432% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with JM Short Duration Fund (G).
Frequently Asked Questions
What is JM Short Duration Fund (G)?
How to invest in JM Short Duration Fund (G)?
You can invest in JM Short 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 Short Duration Fund (G)?
The minimum sip amount for JM Short Duration Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is JM Short Duration Fund (G) good to invest in?
As per Scripbox experts, it is a 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 Short Duration Fund (G)?
The expense ratio of the JM Short Duration Fund (G) is 1.09% for regular plan.
What is the NAV of JM Short Duration Fund (G)?
Today's JM Short Duration Fund (G) NAV is ₹11.40.