34.29
NAV (Jun 13,2024)

JM Low Duration Fund - Growth is an investment scheme established on September 27, 2006. With an expense ratio of 0.82%, this fund is designed to generate growth by investing in various low duration debt securities. The minimum investment required for this fund is ₹1,000, and there is no lock-in period. As of now, the scheme has an asset under management (AUM) of ₹181.48 crores.

Jm Low Duration Fund Growth Latest Trend

  • 1M
  • 2M
  • 3M

Jm Low Duration Fund Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    0
  • P/B Ratio
    UM_URBAN_MONEY

    0
  • Alpha
    UM_URBAN_MONEY

    0
  • Beta
    UM_URBAN_MONEY

    0
  • Sharpe
    UM_URBAN_MONEY

    0.55
  • Sortino
    UM_URBAN_MONEY

    1.12

Fund Overview

Expense ratio
UM_URBAN_MONEY

0.71%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

262.05 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹1000.00

Scheme Riskometer

Investors understand that their principal will be at
Low to Moderate

Investment Return Calculator

as on Jun 14, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

10,180.83 (1.81%)10,362.55 (3.63%)10,684.12 (6.84%)11,653.58 (16.54%)14,284.98 (42.85%)
30,542.49 (1.81%)31,087.65 (3.63%)32,052.36 (6.84%)34,960.74 (16.54%)42,854.94 (42.85%)
50,904.15 (1.81%)51,812.75 (3.63%)53,420.6 (6.84%)58,267.9 (16.54%)71,424.9 (42.85%)
81,446.64 (1.81%)82,900.4 (3.63%)85,472.96 (6.84%)93,228.64 (16.54%)1,14,279.84 (42.85%)
1,01,808.3 (1.81%)1,03,625.5 (3.63%)1,06,841.2 (6.84%)1,16,535.8 (16.54%)1,42,849.8 (42.85%)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Government of India Securities10.68%
  • ICICI Bank Ltd CD9.34%
  • AXIS Bank Ltd CD7.60%
  • NABARD7.51%
  • Larsen & Toubro Ltd5.72%
  • Power Finance Corporation Ltd5.69%
  • LIC Housing Finance Ltd5.66%
  • REC Ltd3.83%
  • SIDBI Ltd3.81%
  • ONE Prime Ltd3.81%
  • Mahindra Rural Housing Finance Ltd3.80%
  • Piramal Capital & Housing Finance Ltd CP3.80%
  • Cholamandalam Investment & Finance Company Ltd3.78%
  • Export Import Bank of India3.08%
  • TREPS Triparty Repo2.92%
  • Sikka Ports & Terminals Ltd2.62%
  • Tata Capital Ltd2.08%
  • Maharashtra SDL1.92%
  • HDFC Bank Ltd CD1.90%
  • TMF Holdings Ltd1.89%
  • Godrej Industries Ltd1.89%
  • Standard Chartered Capital Ltd CP1.87%
  • NTPC Ltd1.86%
  • Jamnagar Utilities & Power Ltd1.85%
  • Britannia Industries Ltd0.80%
  • Days Treasury Bill0.38%
  • Corporate Debt Market Development Fund Class A Units0.18%
  • Net Current Assets-0.28%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

ICICI Prudential Savings Fund - GrowthICICI Prudential Savings Fund - Growth

DEBT

Moderate

7.85%

UTI Low Duration Fund - Regular Plan - GrowthUTI Low Duration Fund - Regular Plan - Growth

DEBT

Low to Moderate

7.48%

HDFC Low Duration Fund - GrowthHDFC Low Duration Fund - Growth

DEBT

Low to Moderate

7.32%

Nippon India Low Duration Fund - GrowthNippon India Low Duration Fund - Growth

DEBT

Moderate

7.26%

SBI Magnum Low Duration Fund - Regular Plan - GrowthSBI Magnum Low Duration Fund - Regular Plan - Growth

DEBT

Low to Moderate

7.20%

Kotak Low Duration Fund - GrowthKotak Low Duration Fund - Growth

DEBT

Moderate

7.11%

Axis Treasury Advantage Fund - Regular Plan - GrowthAxis Treasury Advantage Fund - Regular Plan - Growth

DEBT

Low to Moderate

6.57%

Bandhan Low Duration Fund - Regular Plan - GrowthBandhan Low Duration Fund - Regular Plan - Growth

DEBT

Low to Moderate

6.49%

PGIM India Low Duration Fund - GrowthPGIM India Low Duration Fund - Growth

DEBT

Low to Moderate

6.45%

LIC MF Low Duration Fund - GrowthLIC MF Low Duration Fund - Growth

DEBT

Low to Moderate

6.16%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Franklin India Low Duration Fund - Segregated Portfolio 2 - Monthly IDCWFranklin India Low Duration Fund - Segregated Portfolio 2 - Monthly IDCW

DEBT

Low

308.94%

ICICI Prudential Savings Fund - GrowthICICI Prudential Savings Fund - Growth

DEBT

Moderate

7.76%

Axis Treasury Advantage Fund - Regular Plan - GrowthAxis Treasury Advantage Fund - Regular Plan - Growth

DEBT

Low to Moderate

7.14%

HDFC Low Duration Fund - GrowthHDFC Low Duration Fund - Growth

DEBT

Low to Moderate

7.09%

SBI Magnum Low Duration Fund - Regular Plan - GrowthSBI Magnum Low Duration Fund - Regular Plan - Growth

DEBT

Low to Moderate

6.83%

Nippon India Low Duration Fund - GrowthNippon India Low Duration Fund - Growth

DEBT

Moderate

6.82%

Mahindra Manulife Low Duration Fund - Regular Plan - GrowthMahindra Manulife Low Duration Fund - Regular Plan - Growth

DEBT

Moderate

6.73%

Aditya Birla Sun Life Low Duration Fund - GrowthAditya Birla Sun Life Low Duration Fund - Growth

DEBT

Moderate

6.73%

Baroda BNP Paribas Low Duration Fund - GrowthBaroda BNP Paribas Low Duration Fund - Growth

DEBT

Low to Moderate

6.71%

HSBC Low Duration Fund - GrowthHSBC Low Duration Fund - Growth

DEBT

Low to Moderate

3.58%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Nippon India Low Duration Fund - GrowthNippon India Low Duration Fund - Growth

DEBT

Moderate

5.38%

Aditya Birla Sun Life Low Duration Fund - GrowthAditya Birla Sun Life Low Duration Fund - Growth

DEBT

Moderate

5.32%

SBI Magnum Low Duration Fund - Regular Plan - GrowthSBI Magnum Low Duration Fund - Regular Plan - Growth

DEBT

Low to Moderate

5.26%

Axis Treasury Advantage Fund - Regular Plan - GrowthAxis Treasury Advantage Fund - Regular Plan - Growth

DEBT

Low to Moderate

5.25%

Kotak Low Duration Fund - GrowthKotak Low Duration Fund - Growth

DEBT

Moderate

5.22%

Baroda BNP Paribas Low Duration Fund - GrowthBaroda BNP Paribas Low Duration Fund - Growth

DEBT

Low to Moderate

5.08%

DSP Low Duration Fund - Regular Plan - GrowthDSP Low Duration Fund - Regular Plan - Growth

DEBT

Low to Moderate

5.04%

Bandhan Low Duration Fund - Regular Plan - GrowthBandhan Low Duration Fund - Regular Plan - Growth

DEBT

Low to Moderate

5.04%

LIC MF Low Duration Fund - GrowthLIC MF Low Duration Fund - Growth

DEBT

Low to Moderate

4.70%

HSBC Low Duration Fund - GrowthHSBC Low Duration Fund - Growth

DEBT

Low to Moderate

3.36%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

UTI Low Duration Fund - Regular Plan - GrowthUTI Low Duration Fund - Regular Plan - Growth

DEBT

Low to Moderate

7.13%

ICICI Prudential Savings Fund - GrowthICICI Prudential Savings Fund - Growth

DEBT

Moderate

6.56%

Axis Treasury Advantage Fund - Regular Plan - GrowthAxis Treasury Advantage Fund - Regular Plan - Growth

DEBT

Low to Moderate

6.23%

HDFC Low Duration Fund - GrowthHDFC Low Duration Fund - Growth

DEBT

Low to Moderate

6.09%

Kotak Low Duration Fund - GrowthKotak Low Duration Fund - Growth

DEBT

Moderate

6.02%

Bandhan Low Duration Fund - Regular Plan - GrowthBandhan Low Duration Fund - Regular Plan - Growth

DEBT

Low to Moderate

5.92%

SBI Magnum Low Duration Fund - Regular Plan - GrowthSBI Magnum Low Duration Fund - Regular Plan - Growth

DEBT

Low to Moderate

5.67%

LIC MF Low Duration Fund - GrowthLIC MF Low Duration Fund - Growth

DEBT

Low to Moderate

4.91%

Sundaram Low Duration Fund - GrowthSundaram Low Duration Fund - Growth

DEBT

Low to Moderate

1.53%

PGIM India Low Duration Fund - GrowthPGIM India Low Duration Fund - Growth

DEBT

Low to Moderate

1.28%

Fund Managers

GW

Mr. Gurvinder Singh WasanAssistant Fund Manager

Mr. Wasan has more than 7 years of experience Fixed Income Markets, Credit Analysis and Structured Finance. Prior to joining Principal Mutual Fund, he has worked with Crisil Ltd. and ICICI Bank Ltd.

NK

Ms. Naghma KhojaCo-Fund Manager

Ms. Naghma Khoja has more than 5 years of experience in the asset management industry. Before joining JM Financial Asset Management Limited, she was associated with Karvy Capital Limited in the Portfolio Management team.

RF

Ms. Ruchi FozdarFund Manager

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Compare with similar Funds

JM Low Duration Fund - Growth

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JM Low Duration Fund - Growth

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JM Low Duration Fund - Growth

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FAQ's

What is the risk level associated with the JM Low Duration Fund - Growth?

The JM Low Duration Fund - Growth is a low to moderate risk mutual fund.

What is the current NAV (Net Asset Value) of the JM Low Duration Fund - Growth as of May 29,2024?

The current NAV of the JM Low Duration Fund - Growth is INR 34.19 as of May 29,2024.

What are the returns generated by the JM Low Duration Fund - Growth over the past 1, 3, and 5 years?

The JM Low Duration Fund - Growth has provided returns of 6.77% over 1 year, 5.19% over 3 years, and 5.08% over 5 years.

What is the expense ratio associated with the JM Low Duration Fund - Growth?

The JM Low Duration Fund - Growth has a 0.83% expense ratio.

What is the minimum investment amount required for the JM Low Duration Fund - Growth?

The JM Low Duration Fund - Growth has a minimum investment amount of INR 1000.

Is there a systematic investment plan (SIP) available for the JM Low Duration Fund - Growth?

The JM Low Duration Fund - Growth offers SIP starting from INR 1000 per month.

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