JM Dynamic Bond Fund - Premium Plan Growth Return
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- 6M
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- 5Y
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Showing Funds Performance since Sep 07, 2020
JM Dynamic Bond Fund - Premium Plan Growth Fund Overview
Min. investment
SIP ₹0 & Lump. ₹5000
AUM (Fund size)
₹45 Cr
Lock In Period
N/A
Expense Ratio
0.98
Exit Load
Nil
Benchmark
Crisil Composite Bond Fund Index
Summary
JM Dynamic Bond Fund - Premium Plan Growth NAV is ₹29.152 as of 15 May, 2026. JM Dynamic Bond Fund - Premium Plan Growth has delivered 22.51% returns since its launch. The minimum SIP investment amount in JM Dynamic Bond Fund - Premium Plan Growth is ₹0. The AUM of JM Dynamic Bond Fund - Premium Plan Growth is ₹45 Cr. The expense ratio of the fund is 0.98%, and its benchmark is Crisil Composite Bond Fund Index. The current exit load of the fund is Nil. In the last 1M months, JM Dynamic Bond Fund - Premium Plan Growth has delivered 0.36% returns.
JM Dynamic Bond Fund - Premium Plan Growth Calculate Returns
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.36 | 0.33 | 297.20 |
| 6M | 2.55 | 1.53 | 315.19 |
| 1Y | 6.04 | 5.29 | 338.86 |
| 3Y | 7.00 | 14.24 | 39.48 |
Portfolio Analysis
- Equity:
- Debt: 100.00%
- Others
As on: 2022-11-15
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About Fund JM Dynamic Bond Fund - Premium Plan Growth
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.
Fund Managers
Shalini Tibrewala
Ms. Tibrewala is a commerce graduate and an ACA and CS. She joined JM Mutual Fund in March, 1997 after having worked with an accounting firm.She handles debt placements and money market dealings.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Aditya Birla Sun Life Dynamic Bond Fund Growth | 4 | 1504.17 CR | 1.23 |
| ICICI Prudential All Seasons Bond Fund - Growth | 5 | 14015.67 CR | 1.28 |
| JM Dynamic Bond Fund - Premium Plan Growth | 0 | 44.93 CR | 0.98 |
| ICICI Prudential All Seasons Bond Fund - Retail Plan. Growth | 0 | 5997.23 CR | 1.32 |
| Franklin India Dynamic Accrual Fund Growth | 0 | 99.06 CR | 1.67 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundAditya Birla Sun Life Dynamic Bond Fund Growth | 3.3568 | 21.5611 |
| This FundICICI Prudential All Seasons Bond Fund - Growth | 3.7388 | 21.6996 |
| This FundJM Dynamic Bond Fund - Premium Plan Growth | 6.0362 | 22.5085 |
| 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 |
JM Dynamic Bond Fund - Premium Plan Growth 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 : 0.36%
- 6 Months : 2.55%
- 1 Year : 6.04%
- 3 Years : 7.00%
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.
