Return
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- 6M
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- 3Y
- 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹100 & Lump. ₹1000
AUM (Fund size)
₹56 Cr
Lock In Period
N/A
Expense Ratio
0.98
Benchmark
CRISIL Dynamic Bond A-III Index
Exit Load
Nil
Summary
Latest details for JM Dynamic Bond Fund Growth include a ₹42.4639 NAV as of Apr 10,2026 and returns since inception of 20.45%. Minimum investments start at SIP ₹100. The JM Dynamic Bond Fund Growth AUM is ₹56 Cr, with a lock-in of N/A years, expense ratio of 0.98%, and benchmark CRISIL Dynamic Bond A-III Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded -0.21% returns, against a category average of -0.04% and a category best of 297.20%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -0.21 | -0.04 | 297.20 |
| 6M | 0.68 | 1.18 | 315.19 |
| 1Y | 2.93 | 6.04 | 338.86 |
| 3Y | 6.40 | 14.09 | 39.48 |
Portfolio Analysis
- Equity:
- Debt: 99.99%
- Others
As on: 2026-03-15
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About Fund
JM Dynamic Bond Fund Growth managed by JM Financial Mutual Fund,is a Dynamic Bondscheme with Assets Under Management of ₹56 Crore. The fund benchmarks its performance against the CRISIL Dynamic Bond A-III Index while maintaining an expense ratio of 0.98. Under the expert guidance of Killol Pandya ,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 | 136.72 CR | 0.61 |
| This FundMirae Asset Dynamic Bond Fund Growth | 2 | 117.52 CR | 1.02 |
| This FundJM Dynamic Bond Fund Growth | 0 | 55.9 CR | 0.98 |
| This FundICICI Prudential All Seasons Bond Fund - Retail Plan. Growth | 5 | 5997.23 CR | 1.32 |
| This FundFranklin India Dynamic Accrual Fund Growth | 0 | 99.06 CR | 1.67 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundHSBC Dynamic Bond Fund Growth | 2.0135 | 20 |
| This FundMirae Asset Dynamic Bond Fund Growth | 5.8469 | 20.3783 |
| This FundJM Dynamic Bond Fund Growth | 2.9275 | 20.4476 |
| This FundICICI Prudential All Seasons Bond Fund - Retail Plan. Growth | 12.0951 | 27.1185 |
| This FundFranklin India Dynamic Accrual Fund Growth | 31.9013 | 39.4819 |
FAQs
JM Dynamic Bond Fund 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 Growth is 0.98. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
JM Dynamic Bond Fund Growth’s fund performance is as follows:
- 1 Month : -0.21%
- 6 Months : 0.68%
- 1 Year : 2.93%
- 3 Years : 6.40%
You can invest in JM Dynamic Bond Fund 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 Growth is ₹56 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in JM Dynamic Bond Fund 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