Insufficient Data
Less expense ratio implies better returns over the long term
Insufficient Data
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.34 | 7.38 | 6.51 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.64 | 7.59 | 6.12 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 1,000 |
BenchmarkBenchmark |
---|
CRISIL Short Duration Debt Index |
Short duration funds are debt funds. They invest in short term debt securities for the duration between 1 to 3 years. They generally offer stable returns for moderate risks.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
JM Short Duration Fund | 8.25% | — | 7.15% |
ICICI Pru Short Term Fund | 8.78% | 7.00% | 8.54% |
Kotak Bond Short Term Fund | 8.92% | 6.23% | 8.05% |
HDFC Short Term Debt Fund | 8.85% | 6.40% | 8.07% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Dec 2023
Mar 2024
Jun 2024
Sep 2024
Debt
Others
Holdings
8.05 %
Holdings
7.12 %
Holdings
6.91 %
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
₹ 12,402.42 Cr.
Gurvinder Singh Wasan
AUM: ₹3,041.56 Cr.
|
Exp: 7yrs
Naghma Khoja
AUM: ₹3,041.56 Cr.
|
Exp: 5yrs
Ruchi Fozdar
AUM: ₹12,402.42 Cr.
|
Exp: —
Manager Performance (0)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Gains are added to taxable income and taxed according to the individual’s income tax slab
Gains are treated as long-term capital gains and taxed at 12.5%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Returns
Insufficient Data