Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹0 & Lump. ₹5000
AUM (Fund size)
₹45 Cr
Lock In Period
N/A
Expense Ratio
0.98
Benchmark
Crisil Composite Bond Fund Index
Exit Load
Nil
Summary
Latest details for JM Dynamic Bond Fund - Premium Plan Growth include a ₹29.152 NAV as of Jan 14,2020 and returns since inception of 22.51%. Minimum investments start at SIP ₹0. The JM Dynamic Bond Fund - Premium Plan Growth AUM is ₹45 Cr, with a lock-in of N/A years, expense ratio of 0.98%, and benchmark Crisil Composite Bond Fund Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of 0.00% and a category best of 0.00%.
Calculate Returns
You would have got
Your Investment Amount
- 1
- 2
- 3
- 4
- 5
Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|
Portfolio Analysis
- Equity:
- Debt:
- Others
As on: 2022-11-15
View allocation % by
About Fund
JM Dynamic Bond Fund - Premium Plan Growth managed by JM Financial Mutual Fund,is a Dynamic Bondscheme with Assets Under Management of ₹45 Crore. The fund benchmarks its performance against the Crisil Composite Bond Fund Index while maintaining an expense ratio of 0.98. Under the expert guidance of Shalini Tibrewala ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundHSBC Dynamic Bond Fund Growth | 0 | 149.25 CR | 0.61 |
| This FundUTI Dynamic Bond Fund Growth | 3 | 425.14 CR | 1.56 |
| This FundJM Dynamic Bond Fund - Premium Plan Growth | 0 | 44.93 CR | 0.98 |
| This Fund360 ONE Dynamic Bond Fund Growth | 4 | 625.33 CR | 0.52 |
| This FundFranklin India Dynamic Accrual Fund Growth | 0 | 99.06 CR | 1.67 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundHSBC Dynamic Bond Fund Growth | 5.0128 | 21.9895 |
| This FundUTI Dynamic Bond Fund Growth | 5.8574 | 22.3287 |
| This FundJM Dynamic Bond Fund - Premium Plan Growth | 6.0362 | 22.5085 |
| This Fund360 ONE Dynamic Bond Fund Growth | 8.5545 | 27.8939 |
| This FundFranklin India Dynamic Accrual Fund Growth | 31.9013 | 39.4819 |
FAQs
JM Dynamic Bond Fund - Premium Plan Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of JM Dynamic Bond Fund - Premium Plan Growth is 0.98. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
JM Dynamic Bond Fund - Premium Plan Growth’s fund performance is as follows:
- 1 Month : %
- 6 Months : %
- 1 Year : %
- 3 Years : %
You can invest in JM Dynamic Bond Fund - Premium Plan Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of JM Dynamic Bond Fund - Premium Plan Growth is ₹45 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in JM Dynamic Bond Fund - Premium Plan Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500