Get access to more insightful information
By signing up to Upstox today
JM Short Duration Fund Direct growth
Fixed Income • Short Duration • Direct growth
Average credit rating
AAA (Highest)
CAGR
₹1,000 invested for 5 years
Fund Info
Fixed Income
Short Duration
Direct growth
Launched On
29 Aug 2022
3.1 years ago
Lock-in Period
No lock-in
NAV
as of 24 Sep 2025
₹12.5
-0.0032% (0.00)
AUM
₹98 Cr
Expense ratio
0.37%
Benchmark
Fund Plan
Tax info and exit load
Taxes
Units sold anytime
As per tax slab
Exit Load
If units sold anytime
0%
What's in this fund?
Credit Rating
Sectors
Holdings
Fund House
JM Financial
Inc: 01 Apr 1995 • Total AUM: ₹14,195 Cr • Rank #30JM Financial Mutual Fund, started in 1994, has JM Financial as its sponsor. The fund house is headed by Amitabh Mohanty as the CEO. As of 31 March 2024, it has an AUM of ₹7,439 Cr.
Fund Managers
Ruchi Fozdar
Experience: 1.46 yrs • Total AUM: 1,50,739 Cr
Killol Pandya
Experience: yrs • Total AUM: 44,411 Cr
Jayant Dhoot
Experience: yrs • Total AUM: 44,411 Cr
Risk
Category risk
Moderate
As provided by the fund house document, this risk is specific to this fund category (Fixed Income). To know the risk of this fund particularly, check 'Risk vs Category'.
Other top rated funds
Bandhan Bond Fund - Short Term Plan
Fixed Income • Short Duration • Direct Growth3Y CAGR
8.13%
Expense ratio
0.33%
Returns vs category
Risk vs category
Kotak Bond Fund Short Term Plan
Fixed Income • Short Duration • Direct Growth3Y CAGR
8.13%
Expense ratio
0.38%
Returns vs category
Risk vs category
DSP Short Term Fund
Fixed Income • Short Duration • Direct Growth3Y CAGR
7.91%
Expense ratio
0.35%
Returns vs category
Risk vs category
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.