Item: JM Low Duration Fund (Direct) - Growth
Rating: 4
Author: Morningstar

Home › Mutual Funds › JM Financial Mutual Fund › JM Low Duration Fund (Direct) - Growth

38.203 (0.019%)

NAV on July 04, 2025

Category Fixed income:
Low Duration

Interest rate sensitivity
Credit quality

Limited Sensitivity High Quality

Total Assets 238 cr

Turnover Ratio 323.17%

Expense Ratio 0.34%

Exit Load -

Returns

1M: 0.63%
1Y: 8.43%
3M: 2.14%
3Y: 7.39%
6M: 4.47%
5Y: 9.81%

Min Investment 1,000

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ADDITIONAL INFO

Fund Manager Killol Pandya (Since 8 months) Naghma Khoja (Since over 1 year) Ruchi Fozdar (Since over 1 year)

ISIN INF192K01DW3

Fund Family JM Financial

Launch Date January 01, 2013

Benchmark Crisil Low Duration Debt TR INR

Avg. Maturity 1.03 years

Yield To Maturity (%) 6.75%

INVESTMENT OBJECTIVE

To generate stable long term returns with low risk strategy and capital appreciation/accretion besides preservation of capital through investments in Debt & Money Market instruments such that the Macaulay duration# of the portfolio is between 6 months - 12 months. Investors are required to read all the scheme related information carefully and also note that there can be no assurance that the investment objectives of the scheme will be realized. The scheme does not guarantee/ indicate any returns.

You will not receive any dividends. Your investments will get the largest benefit of compounding.

View Factsheet

Top Rated
Top Performing

Top Low Duration Funds

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
HSBC Low Duration Fund Direct Plan Growth Option	30.379	9.91%	580 cr	0.39%	Above Average
Kotak Low Duration Fund- Direct Plan- Growth Option	3659.928	8.78%	12,904 cr	0.42%	Average
Nippon India Low Duration Fund Direct Plan Growth Plan	3983.783	8.65%	7,726 cr	0.38%	Below Average
HDFC Low Duration Direct Plan Growth Option	62.866	8.65%	22,354 cr	0.45%	Average
Axis Treasury Advantage Fund Direct Plan Growth Option	3255.758	8.62%	6,566 cr	0.35%	Below Average
Aditya Birla Sun Life Low Duration Direct Plan Growth	729.881	8.55%	13,253 cr	0.43%	Below Average
ICICI Prudential Savings Fund Direct Plan Growth	553.259	8.55%	24,316 cr	0.42%	Above Average

Best Low Duration Funds

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	Expense RATIO	RISK
HSBC Low Duration Fund Direct Plan Growth Option	30.379	9.91%	580 cr	0.39%	Above Average
Kotak Low Duration Fund- Direct Plan- Growth Option	3659.928	8.78%	12,904 cr	0.42%	Average
Sundaram Low Duration Fund Direct Plan Growth Option	3723.157	8.69%	398 cr	0.4%	Average
Nippon India Low Duration Fund Direct Plan Growth Plan	3983.783	8.65%	7,726 cr	0.38%	Below Average
HDFC Low Duration Direct Plan Growth Option	62.866	8.65%	22,354 cr	0.45%	Average
Axis Treasury Advantage Fund Direct Plan Growth Option	3255.758	8.62%	6,566 cr	0.35%	Below Average
Aditya Birla Sun Life Low Duration Direct Plan Growth	729.881	8.55%	13,253 cr	0.43%	Below Average

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ADDITIONAL INFO

ASSET ALLOCATION

CREDIT QUALITY (%)

RISK MEASURES (3 yrs)

INVESTMENT OBJECTIVE

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