1M
6M
1Y
3Y
5Y
All
| NAV: 22 Oct 2024 | ₹65.05 |
| Min. SIP amount | ₹100 |
| Rating | 2 |
| Fund size | ₹27.70Cr |
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Returns and rankings
Category: Debt Medium to Long Duration
Annualised returns
Absolute returns
| 1Y | 3Y | 5Y | All | |
|---|---|---|---|---|
| Fund returns | 9.6% | 5.4% | 5.2% | 5.6% |
| Category average | 9.4% | 5.5% | 5.9% | NA |
| Rank with in category | 12 | 11 | 12 | NA |
Understand terms
Pros and cons
Category: Debt Medium to Long Duration
Pros
Exit load is zero
Lower expense ratio: 0.63%
Average credit rating of the fund's holdings: AAA
This fund has holdings of the highest quality
1Y annualised returns higher than category average by 0.17%
Cons
3Y, 5Y and 10Y annualised returns lower than category average
Low rating: 2
Expense ratio, exit load and tax
Expense ratio: 0.63%
Inclusive of GST
Exit load
Nil
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed as per your Income Tax slab.
Understand terms
Check past data
Minimum investment amounts
| Min. for 1st investment | ₹1,000 |
| Min. for 2nd investment onwards | ₹100 |
| Min. for SIP | ₹100 |
Fund management
Naghma KhojaApr 2024 - PresentView details
Naghma Khoja
Apr 2024 - Present
View details
Education
She is B.Com, CA and CFA
Experience
Before joining JM Financial AMC, she was associated with Karvy Capital Limited.
Also manages these schemes
Fund house & investment objective
Fund house contact details
Address
Office B-8th Floor-Cnergy,Appasaheb Marathe Marg,Prabhadevi, Mumbai 400025
Phone
022-33797777 / 1800-103-8345
Launch Date
15 Sep 1994
E-mail
NAWebsite
www.JMFinancialmf.com
JM Financial Mutual Fund
Asset Management Company
Custodian
HDFC Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Email
[email protected]Website
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