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JM Short Duration Fund Growth Return

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

Showing Funds Performance since Sep 07, 2020

JM Short Duration Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹1000

AUM (Fund size)

₹80 Cr

Lock In Period

N/A

Expense Ratio

1.09

Exit Load

Nil

Benchmark

CRISIL Short Duration Debt A-II Index

JM Short Duration Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.48-0.46259.97
6M2.712.30281.41
1Y4.434.49309.46
3Y6.3913.26219.54

Portfolio Analysis

  • Equity:
  • Debt: 99.51%
  • Others
As on: 2026-06-30
View allocation % by

About Fund JM Short Duration Fund Growth

JM Short Duration Fund Growth managed by JM Financial Mutual Fund,is a Debt - Short Termscheme with Assets Under Management of ₹80 Crore. The fund benchmarks its performance against the CRISIL Short Duration Debt A-II Index while maintaining an expense ratio of 1.09. 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
ITI Ultra Short Term Fund Growth0156 CR0.91
JM Short Duration Fund Growth080 CR1.09
Franklin India Short Term Income Plan - Institutional Plan Growth00 CR1.18
Fund Name1Y3Y
This FundITI Ultra Short Term Fund Growth5.550319.9342
This FundJM Short Duration Fund Growth4.427820.4069
This FundFranklin India Short Term Income Plan - Institutional Plan Growth192.0255219.2677

JM Short Duration Fund Growth FAQs

JM Short 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 Short Duration Fund Growth is 1.09. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

JM Short Duration Fund Growth’s fund performance is as follows:
  • 1 Month : 0.48%
  • 6 Months : 2.71%
  • 1 Year : 4.43%
  • 3 Years : 6.39%
Returns of JM Short Duration Fund Growth are updated daily based on NAV of ₹ 12.6651 as on Jul 21,2026. Since inception, the return has been 20.41%.

You can invest in JM Short 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 Short Duration Fund Growth is ₹80 crore. It changes based on market performance, inflows, and outflows.

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