Item: JM Low Duration Fund Growth
Rating: 3
Author: Morningstar

Home › Mutual Funds › JM Financial Mutual Fund › JM Low Duration Fund Growth

37.866 (0.013%)

NAV on October 29, 2025

Category Fixed income:
Low Duration

Total Assets 230 cr

Turnover Ratio 253.98%

Expense Ratio 0.88%

Exit Load

Returns

1M: 0.54%
1Y: 7.45%
3M: 1.45%
3Y: 7.11%
6M: 3.28%
5Y: 5.60%

Min Investment 1,000

ADDITIONAL INFO

Fund Manager Killol Pandya (Since 12 months) Ruchi Fozdar (Since over 1 year) Jayant Dhoot (Since 3 months)

ISIN INF192K01AY5

Fund Family JM Financial

P/E Ratio —

P/B Ratio —

Launch Date September 27, 2006

Benchmark Crisil Low Duration Debt TR INR

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.

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HSBC Low Duration Fund Direct Plan Growth Option	30.969	9.35%	1,017 cr	0.39%	Above Average
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Axis Treasury Advantage Fund Direct Plan Growth Option	3320.497	8.04%	7,517 cr	0.35%	Average
Aditya Birla Sun Life Low Duration Direct Plan Growth	744.573	8.02%	13,097 cr	0.43%	Average
HDFC Low Duration Direct Plan Growth Option	64.094	8.00%	25,685 cr	0.45%	Average
ICICI Prudential Savings Fund Direct Plan Growth	564.183	7.92%	27,720 cr	0.42%	Average