JM Floater Short term Plan Direct Growth+0.03%

1Groww
6.34%
1 Year Return
Debt
Floater
1.0 star
6M
1Y
3Y

Fund Details

JM Floater Short term Plan Direct Growth

RiskVery Low
Min SIP AmountNot Supported
Expense Ratio0.22%
NAV24.22 (31 Dec 2016)
Fund Started31 Dec 2012
Fund Size2 Cr

Returns

1Y
3Y*
5Y*
Since inception*
JM Floater Short term Plan Direct Growth
6.3%
7.4%
NA
NA
Category Average
NA
NA
NA
-
Rank within category
NA
NA
NA
-
*All returns are annualized.
SIP
Lumpsum
I want to invest per month5,000
    For how many years?
    1 Year
    3 Years
    Estimated Value
    as per Historical Returns
    30
    with 6.3% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 3 years
    2. Risk is lower compared to the benchmark
    3. Exit load is zero
    Cons
    1. Asset under management(AUM) is less than 1000 Crs. Watch expense ratio when AUM is very low
    2. 1Y Returns are lower than the benchmark
    3. 3Y Returns are lower than the benchmark
    4. 5Y Returns are lower than the benchmark

    Top Holdings

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    Fund Managers

    Other Details

    JM Floater Short term Plan Direct Growth is a Debt Mutual Fund Scheme launched by JM Financial Mutual Fund. This scheme was introduced to investors on 31 Dec 2012. Shalini Tibrewala is the Current Fund Manager of JM Floater Short term Plan Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹2 Cr and the Latest NAV as of 31 Dec 2016 is ₹24.22.

    The JM Floater Short term Plan Direct Growth is rated Very Low risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. Nil.

    Investment Objective

    The scheme Objective is to provide regular income and capital appreciation through investment in Floating Rate debt Instruments, fixed rate debt instruments swapped for floating rate returns and also fixed rate instruments and money market instruments.

    Tax Implications

    Scheme Information Document(SID)

    ₹5000
    Min for First Investment
    ₹1000
    Min for Second Investment
    Nil
    Exit Load

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    About JM Financial Mutual Fund

    Address
    Office B, 8th Floor, Cnergy, Appasaheb Marathe Marg, Prabhadevi, Mumbai - 400 025. Mumbai 400 051
    Phone
    022-61987777
    Launch Date
    14 Sep 1994
    Website
    NA
    JM Financial Mutual Fund
    Asset Management Company
    Custodian
    NA
    Registrar & Transfer Agent
    Karvy
    Address
    NA
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