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

JM Short Duration Growth Direct Plan

NAV
₹11.7619
+0.07%
(6 Jan)
AUM
124 Cr
TER
0.36%
Risk
Moderate Risk
Insights
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+9.7%
+8.6%
+8.4%
+8.4%
+7.9%
3Y
+14.2%
+7.0%
+7.3%
+6.8%
NA
5Y
+8.9%
+7.4%
+7.6%
+8.0%
NA
ALL
+6.9%
+8.6%
+8.5%
+7.4%
+7.1%
VOL
3.6%
1.7%
1.7%
2.0%
0.7%
TER
0.5%
0.4%
0.5%
0.4%
0.4%
AUM
₹95 Cr
₹8,804 Cr
₹20,033 Cr
₹2,640 Cr
₹124 Cr
INFO
1.89
5.20
5.14
3.64
10.59
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 Short 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 15th Dec
Top holdings
7.04% Govt Stock 2029
12.2%
HDFC Bank Limited - NCD & Bonds - NCD & Bonds
7.2%
7.32% Govt Stock 2030
6.6%
LIC Housing Finance Limited - NCD & Bonds - NCD & Bonds
6.4%
7.37% Govt Stock 2028
6.1%
Small Industries Development Bank Of India - NCD & Bonds - NCD & Bonds
6.0%
7.17% Govt Stock 2030
5.7%
Sikka Ports & Terminals Limited - NCD & Bonds - NCD & Bonds
4.7%
Power Finance Corp Ltd. - NCD & Bonds - NCD & Bonds
4.0%
Rural Electrification Corporation Limited - NCD & Bonds - NCD & Bonds
4.0%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹1,000
Additional lumpsum
₹100
Portfolio turnover
-
Lock-in period
-
Exit load
No exit load
Fund objective
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.
Fund manager(s)
Gurvinder Wasan
Naghma Khoja
Ruchi Fozdar

FAQs