JM Monthly Income Plan Direct Growth+0.02%

1Groww
8.48%
1 Year Return
Hybrid
Conservative
1.0 star
6M
1Y
3Y

Fund Details

JM Monthly Income Plan Direct Growth

RiskModerately Low
Min SIP AmountNot Supported
Expense Ratio0.40%
NAV25.33 (29 Dec 2016)
Fund Started31 Dec 2012
Fund Size5 Cr

Returns

1Y
3Y*
5Y*
Since inception*
JM Monthly Income Plan Direct Growth
8.5%
11.1%
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 8.5% annual returns

    Comparison

    Data not available
    Pros
    1. Age is more than 10 years
    2. Lower expense ratio
    3. 3Y Returns are higher than the benchmark
    4. Exit load is zero
    Cons
    1. Asset under management(AUM) is less than 200 Crs. Watch expense ratio when AUM is very low
    2. Risk is higher compared to the benchmark
    3. 1Y Returns are lower than the benchmark

    Top Holdings

    NameSectorInstrument% Assets
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    Fund Managers

    Other Details

    JM Monthly Income Plan Direct Growth is a Hybrid 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 Monthly Income Plan Direct Growth.The fund currently has an Asset Under Management(AUM) of ₹5 Cr and the Latest NAV as of 29 Dec 2016 is ₹25.33.

    The JM Monthly Income Plan Direct Growth is rated Moderately Low risk. Minimum SIP Investment is 500. Minimum Lumpsum Investment is 5000. Nil.

    Investment Objective

    To generate regular income by way of investments in fixed income securities. The fund would also aim to achieve capital appreciation through investing a portion of its assets in equity related securities.

    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
    Invest Now
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    + ₹1,000
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    + ₹10,000
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