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JM Short Duration Fund Regular - Growth
Debt, Short Duration, Principal at moderate risk
1 Year Return 6.82%
Fund Details
NAV 12.4209
Sub-Type Short Duration
Rating 2
Min. SIP Amount 100.0
Fund Age(Year) 3.47
Fund Size 84.31
Fund Performance
1 Month 0.75%
3 Month 0.92%
6 Month 2.38%
1 Year 6.82%
3 Year 6.77%
5 Year 0.0%
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-Growth Ret 1M 0.48% Ret 1Y 4.53% Ret 3Y 5.39% Ret 5Y 4.11%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-IDCW Ret 1M 0.48% Ret 1Y 4.53% Ret 3Y 5.39% Ret 5Y 4.11%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Plan Regular-IDCW Reinvestment Ret 1M 0.48% Ret 1Y 4.53% Ret 3Y 5.39% Ret 5Y 4.11%
Equity, Flexi Cap funds Aditya Birla Sun Life Short Term Fund Regular-Growth Ret 1M 0.79% Ret 1Y 7.34% Ret 3Y 7.49% Ret 5Y 6.3%
Equity, Flexi Cap funds Aditya Birla Sun Life Short Term Fund Regular-IDCW Ret 1M 0.79% Ret 1Y 7.34% Ret 3Y 7.49% Ret 5Y 6.3%
Equity, Flexi Cap funds Aditya Birla Sun Life Short Term Fund Regular-IDCW Quarterly Ret 1M 0.79% Ret 1Y 7.34% Ret 3Y 7.49% Ret 5Y 6.3%
Equity, Flexi Cap funds Aditya Birla Sun Life Short Term Fund Regular-IDCW Reinvestment Ret 1M 0.79% Ret 1Y 7.34% Ret 3Y 7.49% Ret 5Y 6.3%
Equity, Flexi Cap funds Axis Short Duration Fund Regular-Bonus Ret 1M 0.78% Ret 1Y 7.69% Ret 3Y 7.59% Ret 5Y 6.16%
Equity, Flexi Cap funds Axis Short Duration Fund Regular-Growth Ret 1M 0.78% Ret 1Y 7.69% Ret 3Y 7.59% Ret 5Y 6.16%
Equity, Flexi Cap funds Axis Short Duration Fund Regular-IDCW Monthly Payout Ret 1M 0.78% Ret 1Y 7.69% Ret 3Y 7.59% Ret 5Y 6.16%
Equity, Flexi Cap funds Axis Short Duration Fund Regular-IDCW Monthly Reinvestment Ret 1M 0.78% Ret 1Y 7.69% Ret 3Y 7.59% Ret 5Y 6.16%
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
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.
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
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) 14
Date of Incorporation 2022-08-29
Total AUM 2026-01-31
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.
Know This Fund
As on 18 Feb 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 2.94 Net Receivables 2.99 Non Convertible Debenture 21.37 Debt Credit Ratings AAA 66.18 SOV 22.6 Cash & Call Money 7.84 A1+ 2.94 Others 0.45 Debt Category Power Fin. Corp. 4.22 Bajaj Finance 5.95 Indian Railway Finance Corporation 5.35 Bajaj Housing Finance 5.99
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