JM Low Duration Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹1,000

JM Low Duration Growth Direct Plan

NAV
₹37.1913
+0.02%
(25 Mar)
AUM
227 Cr
TER
0.35%
Risk
Low to Moderate Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
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Compare with other fund
1Y
+8.2%
+8.0%
+8.0%
+8.0%
+7.9%
+6.9%
3Y
+7.1%
+7.1%
+7.2%
+7.1%
+6.7%
+6.3%
5Y
+7.0%
+7.0%
+7.0%
+7.1%
+9.9%
+6.2%
ALL
+8.0%
+7.7%
+7.8%
+8.0%
+7.0%
+6.1%
VOL
0.9%
0.8%
0.8%
0.6%
0.6%
-
TER
0.4%
0.5%
0.4%
0.4%
0.3%
-
AUM
₹11,679 Cr
₹18,611 Cr
₹21,665 Cr
₹12,021 Cr
₹227 Cr
-
INFO
8.51
10.16
9.81
12.98
12.01
-
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
JM Low Duration (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 28th Feb
Top holdings
National Bank For Agriculture And Rural Development - NCD & Bonds - NCD & Bonds
9.1%
Punjab National Bank
8.6%
Kotak Mahindra Bank Limited
8.5%
Power Finance Corporation Ltd. - NCD & Bonds - NCD & Bonds
6.8%
Shriram Finance Limited - NCD & Bonds - NCD & Bonds
4.6%
360 One Prime Limited - NCD & Bonds - NCD & Bonds
4.6%
Small Industries Development Bank Of India - NCD & Bonds - NCD & Bonds
4.6%
HDFC Bank Limited
4.5%
Godrej Industries Limited - NCD & Bonds - NCD & Bonds
4.5%
Piramal Capital & Housing Finance Ltd - Commercial Paper - Commercial Paper
4.5%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹1,000
Additional lumpsum
₹100
Portfolio turnover
-
Lock-in period
-
Exit load
No exit load
Fund objective
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. Investors are required to read all the scheme related information carefully and also note that there can be no assurance that the investment objectives of the scheme will be realized. The scheme does not guarantee/ indicate any returns.
Fund manager(s)
Killol Pandya
Naghma Khoja
Ruchi Fozdar

FAQs