JM Short Duration Fund Direct Growth

Debt
Short Duration
Moderate Risk
1M
6M
1Y
All
NAV: 24 May 2024₹11.21
Min. SIP amount₹100
Rating2
Fund size₹129.56Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Debt Short Duration
Absolute returns
3M6M1YAll
Fund returns1.9%4.0%6.7%12.1%
Category averageNANA6.4%NA
Rank with in category222322NA
Understand terms

Holdings (16)

NameSectorInstrumentAssets
GOI
SovereignGOI Sec14.27%
SovereignGOI Sec11.77%
Export-Import Bank Of India
FinancialBonds7.86%
SovereignGOI Sec7.83%
HDFC Bank Ltd.
FinancialDebenture7.02%
LIC Housing Finance Ltd.
FinancialBonds6.25%
Small Industries Devp. Bank of India Ltd.
FinancialDebenture5.88%
EnergyDebenture4.60%
ICICI Home Finance Company Ltd.
FinancialFRB3.92%
FinancialDebenture3.91%
See All

Pros and cons

Category: Debt Short Duration

Pros

Cons

Exit load is zero
Low rating: 2
Lower expense ratio: 0.34%
1Y annualised returns higher than category average by 0.3%

Expense ratio, exit load and tax

Expense ratio: 0.34%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹1,000
Min. for 2nd investment onwards₹100
Min. for SIP₹100

Fund management

Naghma Khoja
Apr 2024 - Present
View details

Ruchi Fozdar
Apr 2024 - Present
View details

Education
Ms. Ruchi is a graduate in science and PGDBM in finance
Experience
Prior to joining JM Mutual Fund, she was associated with few brokers and institutions like Reliance Life Insurance Co. Ltd. and Mahindra Manulife Mutual Fund
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
Office B-8th Floor-Cnergy,Appasaheb Marathe Marg,Prabhadevi, Mumbai 400025
Phone
022-33797777 / 1800-103-8345
Launch Date
15 Sep 1994
E-mail
NA
JM Financial Mutual Fund
Asset Management Company
Custodian
HDFC Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

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