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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.52 | 6.83 | 2.09 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.91 | 7.16 | 2.13 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 1,000 |
BenchmarkBenchmark |
---|
CRISIL Dynamic Bond Index |
Dynamic bond funds are the debt funds that can change allocation between long-term and short-term bonds on the basis of changing interest rates. The underlying securities can vary in terms of maturity.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
JM Dynamic Bond Fund(M-IDCW) | 8.11% | 6.64% | 7.35% |
ICICI Pru All Seasons Bond Fund(Q-IDCW Payout) | 0.81% | 0.61% | 1.52% |
Nippon India Dynamic Bond Fund(Q-IDCW) | 0.08% | 0.39% | 0.20% |
SBI Dynamic Bond Fund(IDCW-Payout) | 8.48% | 7.75% | 5.17% |
Actual
Target
Jun 2024
Sep 2024
Dec 2024
Jan 2025
Jun 2024
Sep 2024
Dec 2024
Jan 2025
Jun 2024
Sep 2024
Dec 2024
Jan 2025
Debt
Others
Holdings
49.48 %
Holdings
28.83 %
Holdings
9.42 %
JM Financial Asset Management Private Limited is one of the first privately operated mutual funds company, which commenced its operations back in 1993-94. It is a subsidiary of the much older JM Financial Group
No.of Schemes
15
Total AUM
₹ 13,801.66 Cr.
Killol Pandya
AUM: ₹3,743.61 Cr.
|
Exp: 12yrs
Naghma Khoja
AUM: ₹3,743.61 Cr.
|
Exp: 5yrs
Ruchi Fozdar
AUM: ₹13,801.66 Cr.
|
Exp: —
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 2 years
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments from 1st April 2023)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments before 1st April 2023)
Gains are treated as long-term capital gains and taxed at 12.5%