JM Low Duration Fund Direct Plan-Bonus Principal Units
JM Low Duration Fund Direct Plan-Bonus Principal Units: Mutual Fund Overview
JM Low Duration Fund Direct Plan-Bonus Principal Units is an Low Duration mutual fund with over 12.98 years of performance history. The scheme manages an AUM of ₹222.34 Cr and has a NAV of ₹23.9145. It is rated '3' stars by analysts. Investors can begin a SIP with as little as ₹0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 7.2%.
Debt, Low Duration, Principal at low to moderate risk
1 Year Return 7.2% at 12 Mar 2026 07:51 PM
Fund Details
NAV 23.9145
Sub-Type Low Duration
Rating 3
Min. SIP Amount ₹0
Fund Age(Year) 12.98
Fund Size(in Crores) 222.34
Fund Performance
1 Month 0.42%
3 Month 1.3%
6 Month 2.87%
1 Year 7.2%
3 Year 7.42%
5 Year 6.2%
Know This Fund
As on 12 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (95.14%) Market Cap Mid Cap 26.05 Large Cap 37.38 Small Cap 31.71 Top Sectors Financial 21.49 Capital Goods 14.7 Services 11.51 Consumer Discretionary 7.7 Healthcare 7.41 Automobile 5.96 Metals & Mining 5.37 Technology 4.62 Unclassified 3.65 Materials 3.45 Communication 3.39 Consumer Staples 3.09 Chemicals 2.81 Top Holding Bharat Electronics 2.98 Religare Enterprises 3.16 Coforge 3.09 Radico Khaitan 3.09 Amber Enterprises India 3.57 AU Small Finance Bank 2.49 Bharat Heavy Electricals 3.33 Acutaas Chemicals 4.96 Gabriel India 3.33 One97 Communications 4.99 Aditya Vision 2.81 Ultratech Cement 3.45 Shriram Finance 4.17 Aditya Birla Capital 1.9 Tech Mahindra 1.53 SRF 2.81 ICICI Prudential Asset Management Company 3.65 Aditya Infotech 3.39 ICICI Bank 2.97 State Bank of India 3.48 Meesho 1.02 Maruti Suzuki India 2.63 Titan Company 4.14 Jain Resource Recycling 2.5 Eternal 2.68 MTAR Technologies 5.12 Indusind Bank 3.33 Apollo Hospitals Enterprise 2.45 CG Power 3.27 PTC Industries 2.87
Debt & Others (4.86%) Sector Allocation Reverse Repo/CBLO 1.83 Net Receivables 3.03 Debt Credit Ratings Debt Category Others 4.86
Comparison with same funds
Equity, Flexi Cap funds 360 ONE FlexiCap Fund Regular - Growth Ret 1M -7.23% Ret 1Y 4.48% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds 360 ONE FlexiCap Fund Regular - IDCW Payout Ret 1M -7.23% Ret 1Y 4.48% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds 360 ONE FlexiCap Fund Regular - IDCW Reinvestment Ret 1M -7.23% Ret 1Y 4.48% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds 360 ONE Focused Fund Regular-Growth Ret 1M -7.61% Ret 1Y 4.26% Ret 3Y 13.56% Ret 5Y 12.19%
Equity, Flexi Cap funds 360 ONE Focused Fund Regular-IDCW Ret 1M -7.61% Ret 1Y 4.26% Ret 3Y 13.56% Ret 5Y 12.19%
Equity, Flexi Cap funds 360 ONE Focused Fund Regular-IDCW Reinvestment Ret 1M -7.61% Ret 1Y 4.26% Ret 3Y 13.56% Ret 5Y 12.19%
Equity, Flexi Cap funds Abakkus Flexi Cap Fund Regular - Growth Ret 1M -5.4% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Abakkus Flexi Cap Fund Regular - IDCW Payout Ret 1M -5.4% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Abakkus Flexi Cap Fund Regular - IDCW Reinvestment Ret 1M -5.4% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Bal Bhavishya Yojna Regular-Growth Ret 1M -7.71% Ret 1Y 9.81% Ret 3Y 13.07% Ret 5Y 7.47%
Equity, Flexi Cap funds Aditya Birla Sun Life Bal Bhavishya Yojna Regular-IDCW Ret 1M -7.71% Ret 1Y 9.81% Ret 3Y 13.07% Ret 5Y 7.47%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0.38%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your 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.
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.
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
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.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at low to moderate risk
AMC and Fund details
Rank (total sets) 17
Date of Incorporation 2013-03-18
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.
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