JM Short Term Plan Direct Growth

Debt
Short Duration
Moderate Risk
3.67%
3Y annualised
+0.02% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 25 Sep 2020₹26.96
Min. SIP amountNot Supported
Rating2
Fund size₹29.87Cr

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
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns4.5%3.7%5.6%6.6%
Category average6.4%5.5%5.9%NA
Rank with in category262323NA
Understand terms

Holdings (5)

NameSectorInstrumentAssets
GOI
SovereignGOI Sec22.45%
GOI
SovereignGOI Sec19.73%
GOI
SovereignGOI Sec10.19%
FinancialNCD8.75%
Power Finance Corpn. Ltd.
FinancialBonds/NCD8.69%

Expense ratio, exit load and tax

Expense ratio: 0.77%

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 investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

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
NA
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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