• Home
  • Mutual Funds
  • JM Short Term Fund - Retail Plan Growth

Return

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

Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹5000

AUM (Fund size)

₹30 Cr

Lock In Period

N/A

Expense Ratio

0.6

Benchmark

Crisil Short-Term Bond Fund Index

Exit Load

Nil

Summary

Latest details for JM Short Term Fund - Retail Plan Growth include a ₹36.0763 NAV as of Sep 25,2020 and returns since inception of 10.58%. Minimum investments start at SIP ₹100. The JM Short Term Fund - Retail Plan Growth AUM is ₹30 Cr, with a lock-in of N/A years, expense ratio of 0.6%, and benchmark Crisil Short-Term Bond Fund Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.49% returns, against a category average of 0.69% and a category best of 259.97%.

Calculate Returns

You would have got

close_grey_icon
No Data Found
Your Investment Amount
  • 1
  • 2
  • 3
  • 4
  • 5

Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.490.69259.97
6M7.241.34281.41
1Y4.185.11309.46
3Y3.4113.86219.54

Portfolio Analysis

  • Equity:
  • Debt: 99.99%
  • Others
As on: 2020-06-30
View allocation % by

1. 6.18% Government of India Securities 2024 04/11/2438.20%
2. TREPS27.89%
3. 5.79% Government of India Securities 2030 11/05/304.31%
4. Net Current Assets2.36%

1. 7.32% Government of India Securities 2024 28/01/2420.68%
2. 7.26% Government of India Securities 2029 14/01/296.55%

About Fund

JM Short Term Fund - Retail Plan Growth managed by JM Financial Mutual Fund,is a Debt - Short Termscheme with Assets Under Management of ₹30 Crore. The fund benchmarks its performance against the Crisil Short-Term Bond Fund Index while maintaining an expense ratio of 0.6. Under the expert guidance of Vikas Agrawal ,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

Vikas Agrawal

Mr. Vikas has done B.Com and PGDBM (Finance). He has 8 years of work experience in fixed income market and has worked with Centrum Capital, Stratcap Securities and SPA Securities. In his earlier assignments, he was responsible for origination and placement of short term / long term bonds.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundJM Short Term Fund - Retail Plan Growth029.87 CR0.6
This FundFranklin India Short Term Income Plan - Institutional Plan Growth00 CR1.18
Fund Name1Y3Y
This FundJM Short Term Fund - Retail Plan Growth4.178510.5753
This FundFranklin India Short Term Income Plan - Institutional Plan Growth192.0255219.2677

FAQs

JM Short Term Fund - Retail 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 Short Term Fund - Retail Plan Growth is 0.6. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

JM Short Term Fund - Retail Plan Growth’s fund performance is as follows:
  • 1 Month : 0.49%
  • 6 Months : 7.24%
  • 1 Year : 4.18%
  • 3 Years : 3.41%
Returns of JM Short Term Fund - Retail Plan Growth are updated daily based on NAV of ₹ 36.0763 as on Sep 25,2020. Since inception, the return has been 10.58%.

You can invest in JM Short Term Fund - Retail 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 Short Term Fund - Retail Plan Growth is ₹30 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in JM Short Term Fund - Retail 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