Return
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹0 & Lump. ₹5000
AUM (Fund size)
₹2 Cr
Lock In Period
N/A
Expense Ratio
0.32
Benchmark
Crisil Liquid Fund Index
Exit Load
Nil
Summary
Latest details for JM Floater Short Term Fund Growth include a ₹ NAV as of Mar 06,2026 and returns since inception of --%. Minimum investments start at SIP ₹0. The JM Floater Short Term Fund Growth AUM is ₹2 Cr, with a lock-in of N/A years, expense ratio of 0.32%, and benchmark Crisil Liquid 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 -1.63% and a category best of 1.92%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.00 | -1.63 | 1.92 |
| 6M | 0.00 | 0.39 | 5.65 |
| 1Y | 0.00 | 2.90 | 17.03 |
| 3Y | 0.00 | 9.49 | 31.28 |
Portfolio Analysis
- Equity:
- Debt:
- Others
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About Fund
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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundBaroda BNP Paribas Floater Fund Growth | 0 | 18.94 CR | 0.64 |
| This FundFranklin India Money Market Fund - Institutional Plan Growth | 0 | 310.01 CR | 0.84 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundBaroda BNP Paribas Floater Fund Growth | 8.3625 | 0 |
| This FundFranklin India Money Market Fund - Institutional Plan 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%
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.
Min Inv Amount: ₹500