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JM Short Term Fund - Retail Plan Growth Return

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

JM Short Term Fund - Retail Plan Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹5000

AUM (Fund size)

₹30 Cr

Lock In Period

N/A

Expense Ratio

0.6

Exit Load

Nil

Benchmark

Crisil Short-Term Bond Fund Index

Summary

JM Short Term Fund - Retail Plan Growth NAV is ₹36.0763 as of 16 May, 2026. JM Short Term Fund - Retail Plan Growth has delivered 10.58% returns since its launch. The minimum SIP investment amount in JM Short Term Fund - Retail Plan Growth is ₹100. The AUM of JM Short Term Fund - Retail Plan Growth is ₹30 Cr. The expense ratio of the fund is 0.6%, and its benchmark is Crisil Short-Term Bond Fund Index. The current exit load of the fund is Nil. In the last 1M months, JM Short Term Fund - Retail Plan Growth has delivered 0.49% returns.

JM Short Term Fund - Retail Plan Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.490.37259.97
6M7.241.36281.41
1Y4.184.47309.46
3Y3.4112.43219.54

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

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
JM Short Term Fund - Retail Plan Growth029.87 CR0.6
Franklin 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

JM Short Term Fund - Retail Plan Growth 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.