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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 ₹12.4738 NAV as of Apr 24,2026 and returns since inception of 20.42%. 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 0.69% returns, against a category average of -0.96% and a category best of 259.97%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.69-0.96259.97
6M1.700.99281.41
1Y4.703.65309.46
3Y6.3910.11219.54

Portfolio Analysis

  • Equity:
  • Debt: 99.99%
  • Others
As on: 2026-04-15
View allocation % by

1. 6.01% GOI 21-Jul-203014.44%
2. HDFC Bank Limited 05-MAR-20276.77%
3. 7.02% GOI 18-JUN-20316.08%
4. 7.8% NABARD 15-MAR-20276.03%
5. 7.58% REC Limited 31-MAY-20296.02%
6. 7.85% Bajaj Housing Finance Ltd 01-SEP-20286.02%
7. 7.59% National Housing Bank 08-SEP-20276.02%
8. 7.9611% HDB Financial Services Limited 05-JAN-20286.02%
9. 7.68% SIDBI 09-JUL-20276.02%
10. 6.4% Jamnagar Utilities & Power Pvt Ltd 29-SEP-20265.97%
11. 7.6% Bajaj Finance Limited 25-AUG-20273.59%
12. 6.9% LIC Housing Finance Limited 17-SEP-20273.57%
13. 7.645% LIC Housing Finance Limited 21-FEB-20303.00%
14. Net Receivable/Payable2.46%
15. 7.9% Bajaj Finance Limited 13-APR-20282.41%
16. Canara Bank 15-SEP-20262.33%
17. CCIL1.94%
18. 7.7% NABARD 30-SEP-20271.20%
19. Corporate Debt Market Development Fund - Class A2 Units0.46%

1. 7.85% Power Finance Corporation Limited 03-APR-20284.24%
2. 7.27% Indian Railway Finance Corporation Ltd 15-JUN-20273.00%
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.

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 FundITI Ultra Short Duration Fund Growth0225.22 CR0.92
This FundJM Short Duration Fund Growth083.5 CR1.1
This FundFranklin India Short Term Income Plan - Institutional Plan Growth00 CR1.18
Fund Name1Y3Y
This FundITI Ultra Short Duration Fund Growth5.715220.1398
This FundJM Short Duration Fund Growth4.697320.4178
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 : 0.69%
  • 6 Months : 1.70%
  • 1 Year : 4.70%
  • 3 Years : 6.39%
Returns of JM Short Duration Fund Growth are updated daily based on NAV of ₹ 12.4738 as on Apr 24,2026. Since inception, the return has been 20.42%.

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