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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹0 & Lump. ₹5000
AUM (Fund size)
₹5 Cr
Lock In Period
N/A
Expense Ratio
0.8
Benchmark
Crisil MIP Blended Index
Exit Load
Nil
Summary
Latest details for JM Monthly Income Plan Growth include a ₹ NAV as of Mar 13,2026 and returns since inception of --%. Minimum investments start at SIP ₹0. The JM Monthly Income Plan Growth AUM is ₹5 Cr, with a lock-in of N/A years, expense ratio of 0.8%, and benchmark Crisil MIP Blended Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of -1.54% and a category best of 297.26%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.00 | -1.54 | 297.26 |
| 6M | 0.00 | 1.74 | 315.31 |
| 1Y | 0.00 | 5.74 | 339.02 |
| 3Y | 0.00 | 13.75 | 55.84 |
Portfolio Analysis
- Equity:
- Debt:
- Others
As on:
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About Fund
JM Monthly Income Plan Growth managed by JM Financial Mutual Fund,is a Debt - Hybridscheme with Assets Under Management of ₹5 Crore. The fund benchmarks its performance against the Crisil MIP Blended Index while maintaining an expense ratio of 0.8. 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 FundSBI Retirement Benefit Fund - Conservative Plan Growth | 0 | 165.65 CR | 1.38 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundSBI Retirement Benefit Fund - Conservative Plan Growth | 4.5586 | 25.5274 |
FAQs
JM Monthly Income 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 Monthly Income Plan Growth is 0.8. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
JM Monthly Income Plan 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 Monthly Income 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 Monthly Income Plan Growth is ₹5 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in JM Monthly Income Plan 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