JM Low Duration Fund (Direct) Fortnightly Reinvestment of Income Distribution cum capital withdrawal

debt

RETURNS (5 YEARS) 9.65%

RETURNS (5 YEARS) 9.65%

NAV ₹11.14

Sub-Type low

Rating

Invest

Overview
Holdings
Manager

Returns

Timeframe

Fund(%)

1M

0.51%

3M

1.74%

6M

3.77%

1Y

7.72%

3Y

6.48%

5Y

9.65%

Fund Essentials

01 Jan 2013

Fund Started
₹229.93 Cr

AUM Fund Size
0.35%

Expense Ratio
₹1000

Min SIP Amount
Low

Fund Risk
0% if redeemed after 0 years

Exit Load

Top 10 Holdings

National Bank For Agriculture And Rural Development 8.66%
Punjab National Bank 8.13%
Larsen And Toubro Limited 6.52%
Power Finance Corporation Ltd. 6.5%
7.37% Govt Stock 2028 4.89%
Shriram Finance Limited 4.37%
360 One Prime Limited 4.35%
Small Industries Development Bank Of India 4.35%
LIC Housing Finance Ltd 4.33%
Godrej Industries Limited 4.33%

Gurvinder Wasan

Manager
Naghma Khoja

Manager
Ruchi Fozdar

Manager

SIP (monthly)
One-Time

Set monthly SIP amount (Min : 1000)

Set monthly SIP date

Minimum amount to be invested is ₹1000

Invest

Set amount (Min : 5000)

Invest

Risk-o-meter

Low