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JM Short Duration Fund Growth Return

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  • 3M
  • 6M
  • 1Y
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  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

JM Short Duration Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹1000

AUM (Fund size)

₹83 Cr

Lock In Period

N/A

Expense Ratio

1.09

Exit Load

Nil

Benchmark

CRISIL Short Duration Debt A-II Index

Summary

JM Short Duration Fund Growth NAV is ₹12.4503 as of 21 May, 2026. JM Short Duration Fund Growth has delivered 19.38% returns since its launch. The minimum SIP investment amount in JM Short Duration Fund Growth is ₹100. The AUM of JM Short Duration Fund Growth is ₹83 Cr. The expense ratio of the fund is 1.09%, and its benchmark is CRISIL Short Duration Debt A-II Index. The current exit load of the fund is Nil. In the last 1M months, JM Short Duration Fund Growth has delivered -0.32% returns.

JM Short Duration Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-0.32-0.39259.97
6M1.081.44281.41
1Y3.694.77309.46
3Y6.0815.81219.54

Portfolio Analysis

  • Equity:
  • Debt: 99.53%
  • Others
As on: 2026-04-30
View allocation % by

1. 6.01% GOI 21-Jul-203014.43%
2. HDFC Bank Limited 05-MAR-20276.81%
3. 7.02% GOI 18-JUN-20316.06%
4. 7.59% National Housing Bank 08-SEP-20276.04%
5. 7.8% NABARD 15-MAR-20276.03%
6. 7.68% SIDBI 09-JUL-20276.03%
7. 7.85% Bajaj Housing Finance Ltd 01-SEP-20286.03%
8. 7.9611% HDB Financial Services Limited 05-JAN-20286.02%
9. 7.58% REC Limited 31-MAY-20296.00%
10. 6.4% Jamnagar Utilities & Power Pvt Ltd 29-SEP-20266.00%
11. 7.6% Bajaj Finance Limited 25-AUG-20273.60%
12. 6.9% LIC Housing Finance Limited 17-SEP-20273.58%
13. 7.645% LIC Housing Finance Limited 21-FEB-20302.99%
14. Net Receivable/Payable2.75%
15. 7.9% Bajaj Finance Limited 13-APR-20282.41%
16. Canara Bank 15-SEP-20262.35%
17. CCIL1.52%
18. 7.7% NABARD 30-SEP-20271.21%

1. 7.85% Power Finance Corporation Limited 03-APR-20284.25%
2. 7.27% Indian Railway Finance Corporation Ltd 15-JUN-20273.01%
3. 7.33% Indian Railway Finance Corporation Ltd 27-AUG-20272.41%

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 ₹83 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
Taurus Unclaimed Dividend - Growth Growth013.65 CR0.46
JM Short Duration Fund Growth083.07 CR1.09
Franklin India Short Term Income Plan - Institutional Plan Growth00 CR1.18
Fund Name1Y3Y
This FundTaurus Unclaimed Dividend - Growth Growth5.589116.9622
This FundJM Short Duration Fund Growth3.685519.3806
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 : -0.32%
  • 6 Months : 1.08%
  • 1 Year : 3.69%
  • 3 Years : 6.08%
Returns of JM Short Duration Fund Growth are updated daily based on NAV of ₹ 12.4503 as on May 19,2026. Since inception, the return has been 19.38%.

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 ₹83 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.