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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.36 | 7.35 | 6.48 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
0.64 | 7.53 | 5.91 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 0 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 1,000 |
BenchmarkBenchmark |
---|
— |
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(IDCW) | 8.17% | — | 7.15% |
ICICI Pru Short Term Fund(M-IDCW Payout) | -0.05% | 0.08% | 0.55% |
Kotak Bond Short Term Fund(IDCW) | 8.80% | 4.79% | 6.75% |
HDFC Short Term Debt Fund(IDCW-Reinv) | 1.09% | 2.33% | 6.42% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Debt
Others
Holdings
8.04 %
Holdings
7.15 %
Holdings
6.53 %
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
₹ 13,599.98 Cr.
Killol Pandya
AUM: ₹3,842.53 Cr.
|
Exp: 12yrs
Naghma Khoja
AUM: ₹3,842.53 Cr.
|
Exp: 5yrs
Ruchi Fozdar
AUM: ₹13,599.98 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%