JM Short Term Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Short Duration funds is 36.25% .
The largest portfolio holding is 636% GOI 16 FEB 2031 with a portfolio weight of 17.57% .
The fund currently owns more than 21 stocks.
The top 10 holdings account for 72.36% of total assets.
Based on portfolio allocation, this fund appears highly concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 10.19% | 3.96% |
| 2 Year Return | 23.10% | 10.60% |
| 3 Year Return | N/A | 18.11% |
| 4 Year Return | N/A | 26.83% |
| 5 Year Return | N/A | 36.25% |
| 6 Year Return | N/A | 46.67% |
| 7 Year Return | N/A | 59.31% |
| Expense Ratio | 0.33% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 |
17.57%
|
||
| 2 |
7.13%
|
||
| 3 |
6.21%
|
||
| 4 |
6.20%
|
||
| 5 |
6.19%
|
||
| 6 |
6.18%
|
||
| 7 |
6.18%
|
||
| 8 |
6.18%
|
||
| 9 |
6.16%
|
||
| 10 | Finance - Term Lending Institutions |
4.36%
|
|
| 11 | Finance - Term Lending Institutions |
3.71%
|
|
| 12 |
3.62%
|
AMC: JM FINANCIAL
Category: Debt • Short Duration
Launch Date: 10 Aug 2022
Fund Manager: Mr. Killol Pandya
Minimum Purchase: ₹1,000
Exit Load:
Lock-in: 1
Risk: Low Risk
JM Short Term 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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