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JM Short Duration Fund(IDCW)
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.36 | 7.38 | 6.63 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.64 | 7.54 | 6.04 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| IDCW | 0 yrs | 0.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 1,000 |
| BenchmarkBenchmark |
|---|
| CRISIL Short Duration Debt Index |
About Short Duration Fund
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.
Peers & Comparison
DebtShort Duration Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| JM Short Duration Fund(IDCW) | 8.39% | — | 7.23% |
| ICICI Pru Short Term Fund(M-IDCW Payout) | 0.12% | 0.06% | 0.51% |
| Kotak Bond Short Term Fund(IDCW) | 9.02% | 4.87% | 6.78% |
| HDFC Short Term Debt Fund(IDCW-Reinv) | 1.28% | 2.41% | 6.44% |
Price Comparison
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Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
Current Holdings
Debt
Others
- ConstituentHolding Weight3M Change
- 7.04% Government of India Securities 2029 03/06/20293M change : 0.33 %|
Holdings
8.17 %
0.33 % - HDFC Bank Ltd.**3M change : 0.29 %|
Holdings
7.25 %
0.29 % - 7.32% Government of India Securities 2030 13/11/20303M change : 6.63 %|
Holdings
6.63 %
6.63 %
AMC Profile
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
₹ 13,953.85 Cr.
Fund Manager Profile
Killol Pandya
AUM: ₹3,778.16 Cr.
|
Exp: 12yrs
Naghma Khoja
AUM: ₹3,778.16 Cr.
|
Exp: 5yrs
Ruchi Fozdar
AUM: ₹13,953.85 Cr.
|
Exp: —
Manager Performance (0)
Tax Implications
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Monthly Investment Amt. (₹)
Investment period (years)
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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%