
J
JM Short Duration Fund Direct - Growth
3 Year Absolute Returns
NAV (₹) on 04 Mar 2026
12.7854
1 Day NAV Change (₹)
-0.00943
Morningstar
2
Value Research
About Fund
NAV
NIFTY50
NAV
NIFTY50
Returns Calculator
Based on Annualised Returns
Investment Type
SIP Amount
Investment Period
3Y
₹ 18.95 L
3.50%
₹ 20.40 L
8.00%
₹ 20.29 L
7.65%
Total Investment
₹ 18,00,000
Returns
₹ 2,28,969 (12.72%)
Maturity Value
₹ 20,28,969
Disclaimer: Fixed deposits offer guaranteed returns. Mutual fund investments carry market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns.
Returns Comparison
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*The above returns are absolute.
Returns Vs Nifty 50
Historical Returns
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Start SIP with as Low as ₹100.
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Asset Allocation
AUM
₹84.04 Cr
Cash Holding
-
Equity
-
Cash
-
Debt
-
Other
-
Sector Holdings
Sorry, No Data Available at this Moment!
Stock Holdings
Sorry, No Data Available at this Moment!
Fund Comparison
Fund Details
52W High NAV
₹ 12.7948
Min. SIP Amount
₹ 100.00
Min. Lumpsum Amount
₹ 1,000.00
AUM (in Cr.)
₹ 84.04
Expense Ratio
0.38%
Lock-in Period
No Lock in Period
52W Low NAV
₹ 11.8938
Inception Date
29 Aug 2022
Fund Age
3 Yrs
Benchmark
CRISIL Short Duration Debt A-II Index
Scheme Type
Open Ended
Stamp Duty
0.005% (from July 1st 2020)
Exit Load
- Nil
Tax Implication
- Returns to be taxed as per your normal Income Tax slab.
Fund Managers
Name
Killol Pandya
Qualification
B.COM, DPCM, MMS(Finance)
Name
Naghma Khoja
Qualification
B.Com, CA and CFA
Name
Ruchi Fozdar
Qualification
BSC - Organic chemistry & PGDBM Finance
Name
Jayant Dhoot
Qualification
Chartered Accountant, Company Secretary, B.Com
Fund Objective
The Scheme will endeavor to generate stable returns with a low risk strategy while maintaining liquidity through a portfolio comprising of debt and money market instruments.
Risk-O-Meter
Investors understand that their principal will be at
Moderate Risk
Risk Scale
Low
Moderately Low
Moderate
Moderately High
High
Very High
AMC Information
JM Financial Mutual Fund
Funds Managed
16
Assets Managed (₹ Cr)
₹ 13,474.26
Contact Details
Registered Address
Office B,8th Floor, Cnergy,AppasahebMarathe Marg,prabhadevi,Mumbai - 400 025.
Open NFOs
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View AllFAQs
When was JM Short Duration Fund launched?
What is the current NAV of JM Short Duration Fund?
What is the AUM of JM Short Duration Fund?
What is the rate of return of JM Short Duration Fund?
- In the past 1Y: 7.65%
- In the past 3Y: 7.65%
- In the past 5Y: 0.00%
What is the expense ratio of JM Short Duration Fund?
What is exit load of JM Short Duration Fund?
How risky is investing in JM Short Duration Fund?
Who is the fund manager JM Short Duration Fund?
What is the minimum investment required in JM Short Duration Fund?
How to invest in JM Short Duration Fund directly?
- Open Demat Account on Dhan if you don't have one.
- Analyze the fund performance.
- Invest via SIP or Lumpsum.



