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JM Dynamic Bond Fund - Premium Plan Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 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

0.97

Exit Load

Nil

Benchmark

Crisil Composite Bond Fund Index

JM Dynamic Bond Fund - Premium Plan Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.360.49297.20
6M2.552.05315.19
1Y6.044.70338.86
3Y7.0014.7839.48

Portfolio Analysis

  • Equity:
  • Debt: 100.00%
  • Others
As on: 2022-11-15
View allocation % by

1. 7.38% Government of India Securities 2027 20/06/202741.57%
2. TREPS-Triparty Repo26.51%
3. 7.26% Government of India Securities 2032 22/08/203211.12%
4. Kotak Mahindra Bank CD6.31%
5. Net Current Assets3.82%

1. 5.22% Government of India Securities 2025 15/06/202510.67%

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 0.97. 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 NameRatingsAUMExpense Ratio
UTI Dynamic Bond Fund Growth3412.36 CR1.69
SBI Dynamic Bond Fund Growth43770.35 CR1.37
JM Dynamic Bond Fund - Premium Plan Growth044.93 CR0.97
ICICI Prudential All Seasons Bond Fund - Retail Plan. Growth05997.23 CR1.32
Franklin India Dynamic Accrual Fund Growth099.06 CR1.67
Fund Name1Y3Y
This FundUTI Dynamic Bond Fund Growth3.921621.5495
This FundSBI Dynamic Bond Fund Growth4.474221.6278
This FundJM Dynamic Bond Fund - Premium Plan Growth6.036222.5085
This FundICICI Prudential All Seasons Bond Fund - Retail Plan. Growth12.095127.1185
This FundFranklin India Dynamic Accrual Fund Growth31.901339.4819

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 0.97. 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%
Returns of JM Dynamic Bond Fund - Premium Plan Growth are updated daily based on NAV of ₹ 29.152 as on Jan 14,2020. Since inception, the return has been 22.51%.

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.