JM Liquid Fund - Regular Plan Bonus

AMC: JM FINANCIAL Low Risk Debt Liquid

📊 Quick Summary Of This Page

JM Liquid Fund - Regular Plan Bonus is a mutual fund managed by , offering diversified exposure across equities with holdings spanning key sectors and companies. Analyze its portfolio structure, sector allocation, NAV trend and SIP performance to understand its investment strategy and risk profile.
₹100
Minimum SIP
0.00%
Expense Ratio
Mr. Jayant Dhoot
Fund Manager
Growth
Plan Type
31 Dec 1997
Launch Date
0.007%
If redeemed/switched out within 1 day from the date of allotment: 0.0070% If redemption/switch out within 2 days from the date of allotment: 0.0065% If redemption/switch out within 3 days from the date of allotment: 0.0060% If redemption/switch out within 4 days from the date of allotment: 0.0055% If redemption/switch out within 5 days from the date of allotment: 0.0050% If redemption/switch out within 6 days from the date of allotment: 0.0045% If redemption/switch out 7 days onwards from the date of allotment: Nil.
Exit Load
NAV Momentum
Fund Analysis

JM Liquid Fund - Regular Plan Bonus does not yet have a 5-year performance history.

The average return for Liquid funds is 30.31% .

Holdings Insights

The fund currently owns more than 0 stocks.

The top 10 holdings account for 0.00% of total assets.

Based on portfolio allocation, this fund appears well diversified compared with peers.

Category Comparison
Metric Fund Category Avg
1 Year Return 6.30% 4.64%
2 Year Return 14.73% 9.60%
3 Year Return 24.65% 15.74%
4 Year Return 33.01% 22.31%
5 Year Return 38.32% 30.31%
6 Year Return 45.37% 39.09%
7 Year Return 57.86% 48.53%
Expense Ratio 0.00% -
NAV History
Fund Information

AMC: JM FINANCIAL

Category: Debt • Liquid

Launch Date: 31 Dec 1997

Fund Manager: Mr. Jayant Dhoot

Minimum Purchase: ₹1,000

Exit Load: If redeemed/switched out within 1 day from the date of allotment: 0.0070% If redemption/switch out within 2 days from the date of allotment: 0.0065% If redemption/switch out within 3 days from the date of allotment: 0.0060% If redemption/switch out within 4 days from the date of allotment: 0.0055% If redemption/switch out within 5 days from the date of allotment: 0.0050% If redemption/switch out within 6 days from the date of allotment: 0.0045% If redemption/switch out 7 days onwards from the date of allotment: Nil.

Lock-in: 0

Risk: Low Risk

About This Fund

JM Liquid Fund - Regular Plan Bonus is managed by JM FINANCIAL and belongs to the Debt category.

Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.

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Frequently Asked Questions

JM Liquid Fund - Regular Plan Bonus is a mutual fund managed by . It invests across equities and provides exposure to diversified companies and sectors.

SIP suitability of JM Liquid Fund - Regular Plan Bonus depends on its historical NAV performance, volatility, portfolio quality, expense ratio and long-term consistency.

JM Liquid Fund - Regular Plan Bonus holds companies such as and other stocks based on its latest portfolio disclosure.

is currently one of the highest allocated sectors in JM Liquid Fund - Regular Plan Bonus, based on the latest portfolio data.

JM Liquid Fund - Regular Plan Bonus currently holds approximately stocks across multiple sectors and market caps.

The expense ratio of JM Liquid Fund - Regular Plan Bonus is , which represents the annual cost charged for managing the fund.

JM Liquid Fund - Regular Plan Bonus manages assets worth approximately , representing the total investor capital under management.

JM Liquid Fund - Regular Plan Bonus carries a risk profile based on its portfolio composition, volatility and market exposure.

JM Liquid Fund - Regular Plan Bonus performance can be evaluated using historical NAV trends, SIP returns and long-term return consistency.

Yes, JM Liquid Fund - Regular Plan Bonus can be compared with other funds based on returns, holdings, overlap, sector allocation and risk metrics.

JM Liquid Fund - Regular Plan Bonus is evaluated against , which represents its benchmark index for performance comparison.

is the Asset Management Company responsible for managing JM Liquid Fund - Regular Plan Bonus and making investment decisions.

Yes, JM Liquid Fund - Regular Plan Bonus provides company-wise exposure showing which stocks the fund is invested in and their weightage.

JM Liquid Fund - Regular Plan Bonus may be suitable for long-term investors depending on risk tolerance, investment goals and portfolio diversification needs.

The SIP calculator uses historical NAV data of JM Liquid Fund - Regular Plan Bonus to estimate returns and wealth creation over different time periods.