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This Fund:
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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹1000

AUM (Fund size)

₹212 Cr

Lock In Period

N/A

Expense Ratio

0.89

Benchmark

CRISIL Low Duration Debt A-I Index

Exit Load

Nil

Summary

Latest details for JM Low Duration Fund Growth include a ₹38.814 NAV as of Apr 20,2026 and returns since inception of 22.13%. Minimum investments start at SIP ₹100. The JM Low Duration Fund Growth AUM is ₹212 Cr, with a lock-in of N/A years, expense ratio of 0.89%, and benchmark CRISIL Low Duration Debt A-I Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.71% returns, against a category average of 1.10% and a category best of 259.36%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.711.10259.36
6M2.631.78280.40
1Y6.116.05309.28
3Y6.8913.8746.82

Portfolio Analysis

  • Equity:
  • Debt: 92.77%
  • Others
As on: 2026-03-31
View allocation % by

1. Canara Bank 12-JAN-20277.58%
2. Punjab National Bank 04-MAR-20277.50%
3. Kotak Mahindra Bank Limited 21-DEC-20266.71%
4. 9.1% Shriram Finance Limited 18-MAR-20274.76%
5. 8.4% Godrej Industries Ltd 27-AUG-20274.73%
6. 7.7% REC Limited 31-AUG-20263.77%
7. HDFC Bank Limited 05-MAR-20273.09%
8. 8.6% Muthoot Finance Limited 02-MAR-20282.37%
9. 7.95% LIC Housing Finance Limited 29-JAN-20282.37%
10. 7.79% SIDBI 14-MAY-20272.36%
11. 7.74% LIC Housing Finance Limited 11-FEB-20282.36%
12. 7.53% NABARD 24-MAR-20282.35%
13. 8.05% Muthoot Finance Limited 25-NOV-20272.35%
14. 7.44% NABARD 24-FEB-20282.35%
15. 7.13% Power Finance Corporation Limited 15-JUL-20262.35%
16. 8.75% Piramal Finance Ltd 29-OCT-20272.35%
17. 6.65% LIC Housing Finance Limited 15-FEB-20272.34%
18. 6.4% Jamnagar Utilities & Power Pvt Ltd 29-SEP-20262.34%
19. Aditya Birla Capital Limited 22-MAY-20262.33%
20. Axis Bank Limited 10-SEP-20262.28%
21. 364 Days Treasury Bill 19-Mar-20272.23%
22. Tata Housing Development Company Ltd. 15-JAN-20272.22%
23. 7.7% NABARD 30-SEP-20271.89%
24. Canara Bank 15-SEP-20260.91%
25. BAJAJ FINANCIAL SECURITIES LIMITED 10-JUN-20260.46%
26. Net Receivable/Payable-3.51%

1. 182 Days Treasury Bill 09-Jul-20262.32%
2. 182 Days Treasury Bill 27-Aug-20262.30%
3. 364 Days Treasury Bill 10-Apr-20261.41%

1. 7.54% REC Limited 30-DEC-20262.35%
2. 7.85% Power Finance Corporation Limited 03-APR-20281.90%
3. 7.33% Indian Railway Finance Corporation Ltd 27-AUG-20271.41%

1. 9.61% 360 ONE Prime Limited 18-JAN-20273.52%

1. 8.4% Cholamandalam Invest & Finance Co Ltd 09-AUG-20282.37%

1. 7.9% Sikka Ports & Terminals Limited 18-NOV-20262.35%

About Fund

JM Low Duration Fund Growth managed by JM Financial Mutual Fund,is a Low Duration Fundsscheme with Assets Under Management of ₹212 Crore. The fund benchmarks its performance against the CRISIL Low Duration Debt A-I Index while maintaining an expense ratio of 0.89. 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.

Fund Managers

Killol Pandya

Mr. Killol holds B.Com, DPCM (ICFAI) and MMS (Finance). He has over 14 years of work experience. Prior to joining LIC AMC he has worked with Daiwa Asset Management (India) Pvt Limited. as Head - Fixed Income (April 2008-March 2013). SBI Funds Management Private Limited as Fund Manager - Debt(Jun 2003 to Apr 2008). IL&FS Investmart Limited as a Debt Dealer(Aug 2000 to Jun 2003). Darashaw & Co. Private Limited as a Debt Dealer(May 1999 to Aug 2000).

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundKotak Low Duration Fund - Growth315256.56 CR1.18
This FundMirae Asset Low Duration Fund Growth22333.3 CR0.83
This FundJM Low Duration Fund Growth0212.33 CR0.89
This FundFranklin India Low DurationFund Growth051.1 CR0.74
Fund Name1Y3Y
This FundKotak Low Duration Fund - Growth5.957421.9316
This FundMirae Asset Low Duration Fund Growth6.027622.102
This FundJM Low Duration Fund Growth6.111522.1347
This FundFranklin India Low DurationFund Growth37.141246.82

FAQs

JM Low Duration 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 Low Duration Fund Growth is 0.89. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

JM Low Duration Fund Growth’s fund performance is as follows:
  • 1 Month : 0.71%
  • 6 Months : 2.63%
  • 1 Year : 6.11%
  • 3 Years : 6.89%
Returns of JM Low Duration Fund Growth are updated daily based on NAV of ₹ 38.814 as on Apr 20,2026. Since inception, the return has been 22.13%.

You can invest in JM Low Duration 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 Low Duration Fund Growth is ₹212 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in JM Low Duration 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