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

JM Short Duration IDCW Reinvest Direct Plan

NAV
₹12.7829
+0.04%
(25 Feb)
AUM
84 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
+12.2%
+12.2%
+7.6%
+6.3%
+6.3%
3Y
+12.7%
+12.7%
+7.6%
+9.8%
+9.8%
5Y
+10.9%
+10.9%
NA
+7.5%
+7.5%
ALL
+12.7%
+12.7%
+7.3%
+6.9%
+6.9%
VOL
1.2%
1.2%
0.8%
6.7%
6.7%
TER
0.4%
0.4%
0.4%
0.3%
0.3%
AUM
₹8,684 Cr
₹8,684 Cr
₹84 Cr
₹3,881 Cr
₹3,881 Cr
INFO
10.23
10.23
9.27
1.02
1.02
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 IDCW Reinvest (DR)
₹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 31st Jan
Top holdings
6.01% Gs 2030
11.7%
7.02% Gs 2031
6.1%
Rec Limited - NCD & Bonds - NCD & Bonds
6.0%
Bajaj Housing Finance Limited - NCD & Bonds - NCD & Bonds
6.0%
National Housing Bank - 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
6.0%
National Bank For Agriculture And Rural Development - NCD & Bonds - NCD & Bonds
6.0%
Jamnagar Utilities & Power Private Limited - NCD & Bonds - NCD & Bonds
5.9%
Ccil
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