JM Short Duration Fund Regular - Growth
JM Short Duration Fund Regular - Growth: Mutual Fund Overview
JM Short Duration Fund Regular - Growth is an Short Duration mutual fund with over 3.57 years of performance history. The scheme manages an AUM of ₹83.68 Cr and has a NAV of ₹12.394. It is rated '2' stars by analysts. Investors can begin a SIP with as little as ₹100.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 5.75%.
Debt, Short Duration, Principal at moderate risk
1 Year Return 5.75% at 24 Mar 2026 03:27 PM
Fund Details
NAV 12.394
Sub-Type Short Duration
Rating 2
Min. SIP Amount ₹100.0
Fund Age(Year) 3.57
Fund Size(in Crores) 83.68
Fund Performance
1 Month -0.23%
3 Month 0.63%
6 Month 1.64%
1 Year 5.75%
3 Year 6.45%
5 Year 0.0%
Know This Fund
As on 24 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (0%) Market Cap Top Sectors Top Holding
Debt & Others (100%) Sector Allocation Certificate of Deposit 4.16 Net Receivables 2.68 Non Convertible Debenture 21.56 Debt Credit Ratings AAA 65.6 SOV 22.88 Cash & Call Money 6.91 A1+ 4.16 Others 0.45 Debt Category Power Fin. Corp. 4.26 HDFC Bank 1.18 Bajaj Finance 6.01 Indian Railway Finance Corporation 5.4
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-Growth Ret 1M -0.37% Ret 1Y 3.47% Ret 3Y 5.02% Ret 5Y 4.06%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-IDCW Ret 1M -0.37% Ret 1Y 3.47% Ret 3Y 5.02% Ret 5Y 4.06%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-IDCW Reinvestment Ret 1M -0.37% Ret 1Y 3.47% Ret 3Y 5.02% Ret 5Y 4.06%
Equity, Flexi Cap funds Aditya Birla Sun Life Short Term Fund Regular-Growth Ret 1M -0.18% Ret 1Y 6.33% Ret 3Y 7.17% Ret 5Y 6.2%
Equity, Flexi Cap funds Aditya Birla Sun Life Short Term Fund Regular-IDCW Ret 1M -0.18% Ret 1Y 6.33% Ret 3Y 7.17% Ret 5Y 6.2%
Equity, Flexi Cap funds Aditya Birla Sun Life Short Term Fund Regular-IDCW Quarterly Ret 1M -0.18% Ret 1Y 6.33% Ret 3Y 7.17% Ret 5Y 6.2%
Equity, Flexi Cap funds Aditya Birla Sun Life Short Term Fund Regular-IDCW Reinvestment Ret 1M -0.18% Ret 1Y 6.33% Ret 3Y 7.17% Ret 5Y 6.2%
Equity, Flexi Cap funds Axis Short Duration Fund Regular-Bonus Ret 1M -0.15% Ret 1Y 6.7% Ret 3Y 7.3% Ret 5Y 6.11%
Equity, Flexi Cap funds Axis Short Duration Fund Regular-Growth Ret 1M -0.15% Ret 1Y 6.7% Ret 3Y 7.3% Ret 5Y 6.11%
Equity, Flexi Cap funds Axis Short Duration Fund Regular-IDCW Monthly Payout Ret 1M -0.15% Ret 1Y 6.7% Ret 3Y 7.3% Ret 5Y 6.11%
Equity, Flexi Cap funds Axis Short Duration Fund Regular-IDCW Monthly Reinvestment Ret 1M -0.15% Ret 1Y 6.7% Ret 3Y 7.3% Ret 5Y 6.11%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.1%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Gurvinder Singh Wasan
Education Mr. Wasan is a Chartered Accountant, CFA and Master of Commerce from Mumbai University.
Experience Prior to joining Baroda BNP Paribas Mutual Fund, he has worked with JM Mutual, Principal Mutual Fund, Crisil Ltd. and ICICI Bank Ltd.
Killol Pandya
Education Mr. Pandya is a B.Com (H) from N.M College of Commerce, DPCM from ICFAI and MMS (Finance) from K.J. Somaiya Institute of Management Studies and Research.
Experience Prior to joining JM Financial Asset Management Limited he has worked with Barclays Securities India Private Ltd,Peerless Funds Management Co. Limited, LIC Nomura Mutual Fund AMC , Daiwa Asset Management (India) Pvt. Ltd., SBI Funds Management Pvt Ltd., IL&FS Investsmart Ltd. and Darashaw & Co. Pvt. Ltd.
Ruchi Fozdar
Education Ms. Ruchi is a graduate in science and PGDBM in finance
Experience Prior to joining JM Mutual Fund, she was associated with few brokers and institutions like Reliance Life Insurance Co. Ltd. and Mahindra Manulife Mutual Fund
Jayant Dhoot
Education Chartered Accountant, Company Secretary, B.Com
Experience Prior to joining the JM MF, he was worked with Taurus Corporate Advisory Services Pvt Ltd, Nuvama Wealth & Investment Ltd, NVS Brokerage Pvt. Ltd.
Naghma Khoja
Education She is B.Com, CA and CFA
Experience Before joining JM Financial AMC, she was associated with Karvy Capital Limited.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at moderate risk
AMC and Fund details
Rank (total sets) 22
Date of Incorporation 2022-08-29
Total AUM 13300.49
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
Take Your Next Step
JM Short Duration Fund Regular - Growth FAQs
How to invest in JM Short Duration Fund Regular - Growth?
Investing in JM Short Duration Fund Regular - Growth through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.
- Log in to your Motilal Oswal account via the app or website
- Go to the Mutual Funds section
- Search for JM Short Duration Fund Regular - Growth in the search bar
- Select your preferred investment mode – Lumpsum or SIP
- Enter investment details such as amount and linked bank account
- Complete your KYC, if not already done
- Review and confirm details including fund name, plan type, amount, and bank account
- Make the payment using Net Banking, UPI, or other available options
- Receive transaction confirmation via email or SMS
What is the expense ratio of JM Short Duration Fund Regular - Growth?
The term expense ratio for JM Short Duration Fund Regular - Growth or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of JM Short Duration Fund Regular - Growth is 1.1% as of 24 Mar 2026.
What is the NAV of JM Short Duration Fund Regular - Growth?
The NAV of JM Short Duration Fund Regular - Growth is ₹12.394 as of 24 Mar 2026.
What is the AUM of JM Short Duration Fund Regular - Growth?
The AUM (Assets Under Management) of JM Short Duration Fund Regular - Growth is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of JM Short Duration Fund Regular - Growth is ₹83.68 Cr as of 24 Mar 2026.
What is the PE and PB ratio of JM Short Duration Fund Regular - Growth?
The PE ratio of JM Short Duration Fund Regular - Growth shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.
Can I invest in SIP and Lump Sum in JM Short Duration Fund Regular - Growth?
Yes, you can invest in JM Short Duration Fund Regular - Growth through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.
What is the return of JM Short Duration Fund Regular - Growth in the last 5 years?
The return of JM Short Duration Fund Regular - Growth in the last 5 years is 0.0%.
What is the minimum SIP investment required in JM Short Duration Fund Regular - Growth?
The minimum SIP investment in JM Short Duration Fund Regular - Growth depends on the fund's scheme rules and usually starts at a small amount. For JM Short Duration Fund Regular - Growth, the minimum SIP amount is ₹100.0.
What is the current NAV of JM Short Duration Fund Regular - Growth?
The NAV of JM Short Duration Fund Regular - Growth, as of 24 Mar 2026, is ₹12.394.
Who manages the JM Short Duration Fund Regular - Growth?
The fund managers responsible for JM Short Duration Fund Regular - Growth are:
- Gurvinder Singh Wasan
- Killol Pandya
- Ruchi Fozdar
- Jayant Dhoot
- Naghma Khoja