Jm Short Duration Fund Regular Plan Growth

Risk: Low
₹ 11.19
NAV (Jul 25,2024)

Invest in the JM Short Duration Fund - Regular Plan - Growth to make your money grow in a short duration. With a minimum investment of INR 1000, this fund has an expense ratio of 1.19%. As of now, the scheme has an asset under management (AUM) of INR 124.83. There is no lock period, allowing flexibility in accessing your investment. This fund was established on August 29, 2022. Start investing today and see your wealth grow.

Jm Short Duration Fund Regular Plan Growth Latest Trend

  • 1M
  • 2M
  • 3M

Jm Short Duration Fund Regular Plan 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

    0.22
  • Sortino
    UM_URBAN_MONEY

    0.41

Fund Overview

Expense ratio
UM_URBAN_MONEY

1.09%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 129.09 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹1000.00

Scheme Riskometer

Investors understand that their principal will be at
Low

Investment Return Calculator

as on Jul 27, 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 %)

₹ 10,000₹ 10,204.97 (2.05%)₹ 10,345.84 (3.46%)₹ 10,631.58 (6.32%)₹ -- (--)₹ -- (--)
₹ 30,000₹ 30,614.91 (2.05%)₹ 31,037.52 (3.46%)₹ 31,894.74 (6.32%)₹ -- (--)₹ -- (--)
₹ 50,000₹ 51,024.85 (2.05%)₹ 51,729.2 (3.46%)₹ 53,157.9 (6.32%)₹ -- (--)₹ -- (--)
₹ 80,000₹ 81,639.76 (2.05%)₹ 82,766.72 (3.46%)₹ 85,052.64 (6.32%)₹ -- (--)₹ -- (--)
₹ 1,00,000₹ 1,02,049.7 (2.05%)₹ 1,03,458.4 (3.46%)₹ 1,06,315.8 (6.32%)₹ -- (--)₹ -- (--)

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 Securities35.10%
  • Export Import Bank of India7.76%
  • NABARD7.73%
  • REC Ltd7.73%
  • HDFC Bank Ltd6.96%
  • LIC Housing Finance Ltd6.17%
  • SIDBI Ltd5.81%
  • Sikka Ports & Terminals Ltd4.56%
  • Bajaj Finance Ltd3.87%
  • ICICI Home Finance Ltd3.87%
  • Jamnagar Utilities & Power Ltd3.75%
  • Power Finance Corporation Ltd2.74%
  • Net Current Assets2.34%
  • TREPS Triparty Repo1.35%
  • Corporate Debt Market Development Fund Class A Units0.26%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

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

HDFC Short Term Debt Fund - GrowthHDFC Short Term Debt Fund - Growth

DEBT

Moderate

8.29%

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

DEBT

Moderate

7.94%

Bandhan Bond Fund - Short Term Plan - Regular Plan - GrowthBandhan Bond Fund - Short Term Plan - Regular Plan - Growth

DEBT

Moderate

7.63%

Baroda BNP Paribas Short Duration Fund - Regular Plan - GrowthBaroda BNP Paribas Short Duration Fund - Regular Plan - Growth

DEBT

Moderate

7.51%

Bank of India Short Term Income Fund - Regular Plan - GrowthBank of India Short Term Income Fund - Regular Plan - Growth

DEBT

Moderate

7.11%

ICICI Prudential Short Term Fund - GrowthICICI Prudential Short Term Fund - Growth

DEBT

Moderate

7.05%

TRUSTMF Short Duration Fund - Regular Plan - GrowthTRUSTMF Short Duration Fund - Regular Plan - Growth

DEBT

Moderate

7.01%

Kotak Bond Short Term Fund - GrowthKotak Bond Short Term Fund - Growth

DEBT

Moderate

6.52%

IDBI Short Term Bond Fund - GrowthIDBI Short Term Bond Fund - Growth

DEBT

Low to Moderate

6.46%

PGIM India Short Duration Fund - GrowthPGIM India Short Duration Fund - Growth

DEBT

Low to Moderate

6.20%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Aditya Birla Sun Life Short Term Fund - GrowthAditya Birla Sun Life Short Term Fund - Growth

DEBT

Moderate

7.23%

Invesco India Short Duration Fund - GrowthInvesco India Short Duration Fund - Growth

DEBT

Moderate

7.07%

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

DEBT

Moderate

6.86%

Baroda BNP Paribas Short Duration Fund - Regular Plan - GrowthBaroda BNP Paribas Short Duration Fund - Regular Plan - Growth

DEBT

Moderate

6.82%

DSP Short Term Fund - Regular Plan - GrowthDSP Short Term Fund - Regular Plan - Growth

DEBT

Moderate

6.65%

Mirae Asset Short Duration Fund - Regular Plan - GrowthMirae Asset Short Duration Fund - Regular Plan - Growth

DEBT

Moderate

6.63%

Tata Short Term Bond Fund - Regular Plan - GrowthTata Short Term Bond Fund - Regular Plan - Growth

DEBT

Moderate

6.60%

Canara Robeco Short Duration Fund - Regular Plan - GrowthCanara Robeco Short Duration Fund - Regular Plan - Growth

DEBT

Moderate

6.50%

Bank of India Short Term Income Fund - Regular Plan - GrowthBank of India Short Term Income Fund - Regular Plan - Growth

DEBT

Moderate

6.32%

Groww Short Duration Fund - Regular Plan - GrowthGroww Short Duration Fund - Regular Plan - Growth

DEBT

Moderate

6.23%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Franklin India Short Term Income Plan - GrowthFranklin India Short Term Income Plan - Growth

DEBT

Very High

9.84%

IDBI Short Term Bond Fund - GrowthIDBI Short Term Bond Fund - Growth

DEBT

Low to Moderate

7.22%

ICICI Prudential Short Term Fund - GrowthICICI Prudential Short Term Fund - Growth

DEBT

Moderate

5.61%

Aditya Birla Sun Life Short Term Fund - GrowthAditya Birla Sun Life Short Term Fund - Growth

DEBT

Moderate

5.44%

Baroda BNP Paribas Short Duration Fund - Regular Plan - GrowthBaroda BNP Paribas Short Duration Fund - Regular Plan - Growth

DEBT

Moderate

5.21%

Nippon India Short Term Fund - GrowthNippon India Short Term Fund - Growth

DEBT

Moderate

5.14%

Axis Short Term Fund - Regular Plan - GrowthAxis Short Term Fund - Regular Plan - Growth

DEBT

Moderate

5.07%

SBI Short Term Debt Fund - Regular Plan - GrowthSBI Short Term Debt Fund - Regular Plan - Growth

DEBT

Moderate

5.07%

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

DEBT

Moderate

4.99%

HSBC Short Duration Fund - GrowthHSBC Short Duration Fund - Growth

DEBT

Low to Moderate

3.63%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

ICICI Prudential Short Term Fund - GrowthICICI Prudential Short Term Fund - Growth

DEBT

Moderate

7.26%

HDFC Short Term Debt Fund - GrowthHDFC Short Term Debt Fund - Growth

DEBT

Moderate

6.91%

Bank of India Short Term Income Fund - Regular Plan - GrowthBank of India Short Term Income Fund - Regular Plan - Growth

DEBT

Moderate

6.16%

DSP Short Term Fund - Regular Plan - GrowthDSP Short Term Fund - Regular Plan - Growth

DEBT

Moderate

5.93%

Tata Short Term Bond Fund - Regular Plan - GrowthTata Short Term Bond Fund - Regular Plan - Growth

DEBT

Moderate

5.83%

Invesco India Short Duration Fund - GrowthInvesco India Short Duration Fund - Growth

DEBT

Moderate

5.74%

Mirae Asset Short Duration Fund - Regular Plan - GrowthMirae Asset Short Duration Fund - Regular Plan - Growth

DEBT

Moderate

5.69%

Canara Robeco Short Duration Fund - Regular Plan - GrowthCanara Robeco Short Duration Fund - Regular Plan - Growth

DEBT

Moderate

5.60%

Sundaram Short Duration Fund - GrowthSundaram Short Duration Fund - Growth

DEBT

Moderate

4.42%

Groww Short Duration Fund - Regular Plan - GrowthGroww Short Duration Fund - Regular Plan - Growth

DEBT

Moderate

3.92%

Show all Funds

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 Short Duration Fund - Regular Plan - Growth

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Bank of India Short Term Income Fund - Regular Plan - Growth

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vs

Bandhan Bond Fund - Short Term Plan - Regular Plan - Growth

JM Short Duration Fund - Regular Plan - Growth

vs

TRUSTMF Short Duration Fund - Regular Plan - Growth

JM Short Duration Fund - Regular Plan - Growth

vs

Baroda BNP Paribas Short Duration Fund - Regular Plan - Growth

JM Short Duration Fund - Regular Plan - Growth

vs

Aditya Birla Sun Life Short Term Fund - Growth

JM Short Duration Fund - Regular Plan - Growth

vs

HSBC Short Duration Fund - Growth

FAQ's

What is the risk level associated with the JM Short Duration Fund - Regular Plan - Growth?

The JM Short Duration Fund - Regular Plan - Growth is a low risk mutual fund option.

What is the current NAV (Net Asset Value) of the JM Short Duration Fund - Regular Plan - Growth as of Jul 25,2024?

The current NAV of the JM Short Duration Fund - Regular Plan - Growth as of Jul 25,2024 is INR 11.19.

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

The JM Short Duration Fund - Regular Plan - Growth has delivered returns of 5.84% in the past year, $3yearret over a 3-year period, and $5yearret over a 5-year period.

What is the expense ratio associated with the JM Short Duration Fund - Regular Plan - Growth?

The JM Short Duration Fund - Regular Plan - Growth has a 1.09% expense ratio.

What is the minimum investment amount required for the JM Short Duration Fund - Regular Plan - Growth?

The minimum investment amount for JM Short Duration Fund - Regular Plan - Growth is INR 1000.

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

Yes, the JM Short Duration Fund - Regular Plan - Growth offers SIP starting from INR 1000 per month.

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