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

JM Short Duration Growth Direct Plan

NAV
₹12.6918
-0.01%
(2 Feb)
AUM
86 Cr
TER
0.38%
Risk
Moderate Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+8.1%
+7.9%
+7.8%
+7.6%
+7.3%
3Y
+8.3%
+8.0%
+8.1%
+8.1%
+7.5%
5Y
+7.0%
+6.7%
+6.8%
+6.8%
NA
ALL
+8.5%
+8.2%
+8.1%
+8.6%
+7.2%
VOL
1.6%
1.5%
1.4%
1.6%
0.8%
TER
0.5%
0.4%
0.4%
0.4%
0.4%
AUM
₹23,473 Cr
₹12,708 Cr
₹9,723 Cr
₹10,575 Cr
₹86 Cr
INFO
5.28
5.55
5.67
5.31
9.26
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 Jan
Top holdings
6.01% Govt Stock 2030
11.6%
7.02% Govt Stock 2031
6.0%
Rec Limited - NCD & Bonds - NCD & Bonds
6.0%
Bajaj Housing Finance Limited - NCD & Bonds - NCD & Bonds
6.0%
Hdb Financial Services Limited - NCD & Bonds - NCD & Bonds
6.0%
Small Industries Development Bank Of India - NCD & Bonds - NCD & Bonds
5.9%
National Housing Bank - NCD & Bonds - NCD & Bonds
5.9%
National Bank For Agriculture And Rural Development - NCD & Bonds - NCD & Bonds
5.9%
Jamnagar Utilities & Power Private Limited - NCD & Bonds - NCD & Bonds
5.9%
6.75% Govt Stock 2029
4.8%
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)
Killol Pandya
Ruchi Fozdar
Jayant Dhoot

FAQs