JM Low Duration Fund - Direct Plan has delivered 25.92% absolute return over the last 5 years.
The average return for Low Duration funds is 34.43% .
This fund ranks #19 in its category based on 5-year returns.
The largest portfolio holding is PUNJAB NATIONAL BANK 04 MAR 2027 with a portfolio weight of 7.53% .
The fund currently owns more than 37 stocks.
The top 10 holdings account for 45.16% of total assets.
Based on portfolio allocation, this fund appears moderately concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 10.78% | 4.01% |
| 2 Year Return | 23.63% | 9.87% |
| 3 Year Return | 34.64% | 17.11% |
| 4 Year Return | 42.13% | 25.13% |
| 5 Year Return | 55.11% | 34.43% |
| 6 Year Return | 70.86% | 44.19% |
| 7 Year Return | 93.13% | 55.54% |
| Expense Ratio | 0.34% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 |
7.53%
|
||
| 2 |
7.51%
|
||
| 3 |
6.97%
|
||
| 4 |
4.63%
|
||
| 5 |
4.61%
|
||
| 6 | Finance & Investments |
3.43%
|
|
| 7 |
3.10%
|
||
| 8 |
2.75%
|
||
| 9 |
2.32%
|
||
| 10 | Non-Banking Financial Company (NBFC) |
2.32%
|
|
| 11 |
2.31%
|
||
| 12 |
2.30%
|
AMC: JM FINANCIAL
Category: Debt • Low Duration
Launch Date: 01 Jan 2013
Fund Manager: Mr. Killol Pandya
Minimum Purchase: ₹1,000
Exit Load:
Lock-in: 1
Risk: Low Risk
JM Low Duration Fund - Direct Plan 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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