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Return

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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)

₹84 Cr

Lock In Period

N/A

Expense Ratio

1.1

Benchmark

CRISIL Short Duration Debt A-II Index

Exit Load

Nil

Summary

Latest details for JM Short Duration Fund Growth include a ₹12.4381 NAV as of Mar 11,2026 and returns since inception of 21.64%. Minimum investments start at SIP ₹100. The JM Short Duration Fund Growth AUM is ₹84 Cr, with a lock-in of N/A years, expense ratio of 1.1%, and benchmark CRISIL Short Duration Debt A-II Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.43% returns, against a category average of -1.19% and a category best of 259.97%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.43-1.19259.97
6M2.261.72281.41
1Y6.635.63309.46
3Y6.7511.89219.54

Portfolio Analysis

  • Equity:
  • Debt: 100.01%
  • Others
As on: 2026-02-15
View allocation % by

1. 6.01% GOI 21-Jul-203011.76%
2. 7.02% GOI 18-JUN-20316.11%
3. 7.85% Bajaj Housing Finance Ltd 01-SEP-20286.03%
4. 7.58% REC Limited 31-MAY-20296.03%
5. 7.59% National Housing Bank 08-SEP-20276.01%
6. 7.68% SIDBI 09-JUL-20276.00%
7. 7.9611% HDB Financial Services Limited 05-JAN-20286.00%
8. 7.8% NABARD 15-MAR-20276.00%
9. 6.4% Jamnagar Utilities & Power Pvt Ltd 29-SEP-20265.92%
10. 6.75% GOI 23-Dec-20294.86%
11. 7.6% Bajaj Finance Limited 25-AUG-20273.58%
12. 6.9% LIC Housing Finance Limited 17-SEP-20273.56%
13. CCIL3.42%
14. 7.645% LIC Housing Finance Limited 21-FEB-20303.01%
15. Indian Bank 12-MAR-20262.96%
16. Net Receivable/Payable2.70%
17. 7.9% Bajaj Finance Limited 13-APR-20282.41%
18. 7.7% NABARD 30-SEP-20271.20%
19. 7.8445% Tata Capital Housing Finance Limited 18-SEP-20261.19%
20. HDFC Bank Limited 07-MAY-20261.17%
21. Corporate Debt Market Development Fund - Class A2 Units0.45%

1. 7.85% Power Finance Corporation Limited 03-APR-20284.25%
2. 7.27% Indian Railway Finance Corporation Ltd 15-JUN-20272.99%
3. 7.33% Indian Railway Finance Corporation Ltd 27-AUG-20272.40%

About Fund

JM Short Duration Fund Growth managed by JM Financial Mutual Fund,is a Debt - Short Termscheme with Assets Under Management of ₹84 Crore. The fund benchmarks its performance against the CRISIL Short Duration Debt A-II Index while maintaining an expense ratio of 1.1. 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.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundITI Ultra Short Duration Fund Growth0195.17 CR0.92
This FundBNP Paribas Short Term Fund - Retail Plan Growth0247.54 CR1.04
This FundJM Short Duration Fund Growth083.69 CR1.1
This FundFranklin India Short Term Income Plan - Institutional Plan Growth00 CR1.18
Fund Name1Y3Y
This FundITI Ultra Short Duration Fund Growth5.974620.1688
This FundBNP Paribas Short Term Fund - Retail Plan Growth4.625320.8933
This FundJM Short Duration Fund Growth6.632421.6403
This FundFranklin India Short Term Income Plan - Institutional Plan Growth192.0255219.2677

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 1.1. 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 : 0.43%
  • 6 Months : 2.26%
  • 1 Year : 6.63%
  • 3 Years : 6.75%
Returns of JM Short Duration Fund Growth are updated daily based on NAV of ₹ 12.4381 as on Mar 11,2026. Since inception, the return has been 21.64%.

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 ₹84 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.
Min Inv Amount: ₹500