JM Low Duration Fund

Debt · Low Duration
 · ★★★★
100
Min SIP
1,000
Min Lumpsum
0.33 %
Expense Ratio
★★★★
Rating
161
Fund Size (in Cr)
10 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 26 May 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 6.2% 11.3% 5.4% 6.9%
Category Average 16.6% 28.4% 13.5% -

Scheme Allocation

By Holding
By Sector
By Asset
GSEC2024
17.1%
Bank of Baroda
8.29%
E X I M Bank
6.89%
N A B A R D
6.87%
Larsen & Toubro
6.85%
Others
54%
Others
100%
Corporate Debentures
47.66%
Certificate of Deposit
16.21%
Reverse Repos
16%
Govt Securities / Sovereign
8.93%
T-Bills
6.43%
Others
4.77%

Advance Ratio

0.63
Alpha
3.45
SD
0.17
Beta
0.28
Sharpe

Exit Load

Exit Load 1.00% - If redeemed / switched out within 60 days from the date of allotment. Nil - If redeemed/switched out after 60 days from the date of allotment.

Fund Objective

To generate stable long term returns with low risk trategy and capital appreciational accretion through investiments in debt instruments and related securities besides preservation of capital.

Fund Managers

Shalini Tibrewala - Senior Fund Manager

A senior fund manager at JM Financial, Shalini Tibrewala has over 19 years of experience in the financial services industry. She has been with the company for a long and is currently responsible for managing JM Money Market Fund, JM Liquid Fund, and more in the debt section.

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

JM Financial Mutual Fund
AUM:
2,969 Cr
Address:
Office B,8th Floor, Cnergy,Appasaheb Marathe Marg,prabhadevi, Mumbai - 400 025,mumbai 400051
Contact:
022-61987777
Email ID:
investor@jmfl.com

Frequently Asked Questions

How to invest in JM Low Duration Fund ?

You can invest in JM Low Duration Fund in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for JM Low Duration Fund in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of JM Low Duration Fund ?

The NAV of JM Low Duration Fund is ₹32.5 as of 26 May 2023.

How to redeem JM Low Duration Fund holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of JM Low Duration Fund?

The minimum SIP amount of JM Low Duration Fund is ₹100

How much returns have JM Low Duration Fund generated ?

The JM Low Duration Fund has delivered 6.9% since inception

What is the expense ratio of JM Low Duration Fund ?

The expense ratio of JM Low Duration Fund is 0.33 % as of 26 May 2023.

What is the AUM of JM Low Duration Fund?

The AUM of JM Low Duration Fund is ₹2,969 Cr as of 26 May 2023

What are the top stock holdings of JM Low Duration Fund?

The top stock holdings of JM Low Duration Fund are
  1. GSEC2024 - 17.1%
  2. TBILL-364D - 10.1%
  3. Bank of Baroda - 8.29%
  4. E X I M Bank - 6.89%
  5. N A B A R D - 6.87%
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