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JM Low Duration Fund

JM Low Duration Fund

Regular PlanGrowth Option

Fund Performance

Lumpsum

SIP

5.29

as on 24 Sep 2021

3 Years

Investment of ₹ 10,000 in this fund 3 Years back would be ₹ 11,673 today.

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NAV Performance

JM Low Duration Fund performance graph for last 3 years
Performance of JM Low Duration Fund for last 3 Years

Fund Information

  • ₹ 28.281

    as on 25 Sep 2020
  • Regular - Growth

  • -

  • ₹ 5,000

  • ₹ 24 Cr.

    as on 24 Sep 2021
  • 0.43%

    since 31 Mar 2013
  • 02 Jan 2013

  • Debt - Money Market Fund

  • CRISIL 10 Year Gilt Index

  • JM financial mutual fund

    Show All Funds

Highlights of this fund

JM Low Duration Fund is an Open-ended Debt Fund. The fund belongs to Money Market Fund category, where the investment is done in predominantly in stocks that are listed on Stock Exchanges like the Bombay Stock Exchange (BSE) or the National Stock Exchange (NSE) in India as well as Global stock exchanges like the Dow Jones, London Stock Exchange or LSE etc. This fund was started on 02 Jan 2013. This fund is offered by one of the top AMC (Assets Management Company) JM financial mutual fund. You can also view here all other Debt funds offered by JM financial mutual fund.

Latest NAV of the fund is ₹ 28.281 as on 25 Sep 2020.

This fund has 8 years of track record. Since 31 Mar 2013 expense ratio of this fund is 0.43%. Ideally you shoulds compare this fund with the benchmark CRISIL 10 Year Gilt Index.

You can invest in this fund in SIP with the minimum investment of ₹ 500. Lumpsum invest is offered with minimum investment of ₹ 5,000.

Fund Objective

To generate stable long term returns with low risk strategy and capital appreciation/accretion besides preservation of capital through investments in Money Market instruments having maturity of upto 1 year. Investors are required to read all the scheme related information set out in the offer documents 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.

List of Fund Managers of JM Low Duration Fund

  • About Shalini Tibrewala

    Picture of Shalini TibrewalaMs. Tibrewala is a B.Com (H), ACA and CS. She has been associated with JM Financials since 2003.
  • About Vikas Agrawal

    Picture of Vikas AgrawalMr. Agarwal is a B.Com and PGDBM (Finance) He has been associated with JM Financials since 2011.

Riskometer : Risk associated with this fund

Investors understand that their principal will be at Low Risk

Fund Return Comparison

Fund Name 1 Week 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 0.05% 0.30% 1.01% 2.13% 4.13% 10.50% 6.63% 6.80% 8.46% 4.07% 11.93% 8.58% 6.41% 7.26%
Category Average 0.04% 0.26% 0.92% 1.82% 3.64% 5.42% 6.03% 6.37% 7.36% 3.59% 4.85% 5.47% 5.90% 6.76%
JM Low Duration Fund 0.00%₹ 9,999 0.22%₹ 10,021 0.94%₹ 10,094 1.85%₹ 10,184 3.57%₹ 10,356 3.44%₹ 12,222 10.50%₹ 12,213 11.93%₹ 27,048 5.29%₹ 11,673 8.58%₹ 40,981 - - - -
UTI Money Market Fund 0.04%₹ 10,004 0.29%₹ 10,028 0.99%₹ 10,098 1.98%₹ 10,197 3.91%₹ 10,391 3.86%₹ 12,249 5.30%₹ 11,090 4.61%₹ 25,162 6.37%₹ 12,035 5.37%₹ 39,069 6.61%₹ 13,772 6.17%₹ 70,126 7.76%₹ 21,123 7.08%₹ 1,72,833
Nippon India Money Market Fund 0.04%₹ 10,004 0.27%₹ 10,027 0.99%₹ 10,098 1.93%₹ 10,193 3.95%₹ 10,394 3.87%₹ 12,250 5.32%₹ 11,094 4.60%₹ 25,160 6.43%₹ 12,057 5.39%₹ 39,078 6.63%₹ 13,789 6.20%₹ 70,180 7.76%₹ 21,137 7.09%₹ 1,72,927
SBI Savings Fund 0.04%₹ 10,004 0.25%₹ 10,024 0.88%₹ 10,087 1.76%₹ 10,175 3.55%₹ 10,354 3.46%₹ 12,223 5.00%₹ 11,025 4.24%₹ 25,069 6.02%₹ 11,920 5.03%₹ 38,870 6.24%₹ 13,538 5.75%₹ 69,395 7.63%₹ 20,874 6.85%₹ 1,70,712
Invesco India Money Market Fund 0.03%₹ 10,002 0.25%₹ 10,024 0.95%₹ 10,095 1.90%₹ 10,190 3.70%₹ 10,370 3.70%₹ 12,239 5.06%₹ 11,039 4.37%₹ 25,103 5.84%₹ 11,857 5.00%₹ 38,851 6.28%₹ 13,566 5.78%₹ 69,438 7.80%₹ 21,203 6.93%₹ 1,71,458
Aditya Birla Sun Life Money Manager Fund 0.05%₹ 10,004 0.29%₹ 10,029 1.00%₹ 10,099 2.03%₹ 10,203 4.05%₹ 10,405 3.98%₹ 12,257 5.63%₹ 11,159 4.89%₹ 25,234 6.63%₹ 12,127 5.67%₹ 39,241 6.80%₹ 13,900 6.41%₹ 70,562 7.90%₹ 21,410 7.26%₹ 1,74,409

Portfolio Holdings

Portfolio holdings pattern of JM Low Duration Fund as on 27 Sep 2021 are listed below:

  • Equity Holdings:

    0.00%
  • Debt Holdings:

    82.83%
  • Others Holdings:

    17.17%

Top Debt Instrument Type holdings of JM Low Duration Fund

Instrument TypeHolding PercentageHolding Values in Crore
T-Bills 82.83% ₹ 19.99 Cr.
Others 17.17% -

Top Debt Holdings of JM Low Duration Fund

Name of Debt InstrumentHolding PercentageHolding Values in Crore
Bond - T-Bill 82.83% ₹ 19.99 Cr.
Others 17.17%

Other Holdings

Holding TypeHolding Percentage
TREPS 37.50%
Net Receivables -20.33%