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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 May 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 -0.01% and a category best of 297.26%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.00-0.01297.26
6M0.001.26315.31
1Y0.005.50339.02
3Y0.0013.7255.84

Portfolio Analysis

  • Equity:
  • Debt:
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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.

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
This FundUTI Childrens Hybrid Fund Growth04186.38 CR1.77
Fund Name1Y3Y
This FundUTI Childrens Hybrid Fund Growth0.772525.3364

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%
Returns of JM Monthly Income Plan 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 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