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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 0.00% returns, against a category average of 0.00% and a category best of 0.00%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
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Portfolio Analysis
- Equity:
- Debt:
- Others
As on: 2020-06-30
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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.
Peer Comparison
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundFranklin India Short Term Income Plan -Segregated Portfolio 2-Institutionl Growth | 282.7128 | 0 |
| This FundFranklin India Short Term Income Plan - Segregated Portfolio 3 Growth | ||
| This FundJM Short Term Fund - Retail Plan Growth | 4.1785 | 10.5753 |
| This FundFranklin India Short Term Income Plan - Institutional Plan Growth | 192.0255 | 219.2677 |
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 : %
- 6 Months : %
- 1 Year : %
- 3 Years : %
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