JM Floater Short Term Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

JM Floater Short Term Fund Growth Fund Overview

Min. investment

SIP ₹ & Lump. ₹5000

AUM (Fund size)

₹2 Cr

Lock In Period

N/A

Expense Ratio

0.32

Exit Load

Nil

Benchmark

Crisil Liquid Fund Index

JM Floater Short Term Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.000.711.92
6M0.002.995.65
1Y0.005.5210.03
3Y0.0015.8531.28

Portfolio Analysis

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  • Debt:
  • Others
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About Fund JM Floater Short Term Fund Growth

JM Floater Short Term Fund Growth managed by JM Financial Mutual Fund,is a Debt - Floatersscheme with Assets Under Management of ₹2 Crore. The fund benchmarks its performance against the Crisil Liquid Fund Index while maintaining an expense ratio of 0.32. 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
ICICI Prudential Floating Interest Fund - Option C Growth06,079 CR1.3
Fund Name1Y3Y
This FundICICI Prudential Floating Interest Fund - Option C Growth

JM Floater Short Term Fund Growth FAQs

JM Floater Short Term 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 Floater Short Term Fund Growth is 0.32. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

JM Floater Short Term Fund Growth’s fund performance is as follows:
  • 1 Month : 0.00%
  • 6 Months : 0.00%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of JM Floater Short Term Fund Growth are updated daily based on NAV of ₹ as on undefined NaN,NaN. Since inception, the return has been 0.00%.

You can invest in JM Floater Short Term 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 Floater Short Term Fund Growth is ₹2 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in JM Floater Short Term Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.