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JM Low Duration Fund Direct Growth

JM Low Duration Fund Direct Growth

NAV ₹39.09 as on 17 Nov 2025

RiskModerately Low

Fund Size₹177.15Cr

NAV	₹39.09 as on 17 Nov 2025
Risk	Moderately Low
Fund Size	₹177.15Cr

Investment Details

Lock-in

No Lock-in

Min One Time Amount

₹1,000

Min Withdrawal Amount

₹-

Min SIP Amount

₹100

Min Additional Amount

₹100

Exit Load

Nil

Basic Details

Age

12 years 10 months (Since Jan 02, 2013)

Return since Launch

7.03%

Expense ratio

0.35%

Type

OPEN

AUM (Fund Size)

₹177.15

Risk Grade

Moderately Low

Benchmark

CRISIL Low Duration Debt A-I Index

Calculate Your Returns

Select Duration

Choose Amount

₹

Returns

Total investment of ₹2,40,000

Would have become ₹61,949 (+209.74%)

Fund Manager

Name:

Killol Pandya

Experience:

Prior to joining Peerless Funds Management Co.Limited he has worked with Lic Nomura Mutual Fund AMC, Daiwa Asset Managment Pvt.ltd.,SBI Funds Managment Pvt.Ltd.,IL&FS Investment Ltd and Darashaw & Co.Pvt. Ltd.

Asset Allocation

Currently, data not available

See All

REC Ltd 9.68%

Axis Bank 9.40%

Power Fin.Corpn. 8.06%

360 One Prime 7.07%

Shriram Finance 6.60%

Godrej Industrie 5.75%

N A B A R D 5.71%

LIC Housing Fin. 5.70%

S I D B I 5.67%

Kotak Mah. Bank 5.56%

TBILL-365D 5.56%

C C I 3.97%

Sikka Ports 2.85%

Muthoot Finance 2.84%

Bajaj Housing 2.84%

Mahindra Rural 2.83%

Piramal Finance. 2.83%

Jamnagar Utiliti 2.81%

Tata Cap.Hsg. 2.28%

I R F C 1.72%

CDMDF (Class A2) 0.40%

Net CA & Others -0.13%

See All

Scheme Holding Summary

Debt Others

94.44%

T Bills

5.56%

See All

Debt Others

REC Ltd

9.68%

Axis Bank Ltd

9.40%

Power Finance Corporation Ltd

8.06%

360 One Prime Ltd

7.07%

Shriram Finance Ltd

6.60%

Godrej Industries Ltd

5.75%

National Bank for Agriculture & Rural Development

5.71%

LIC Housing Finance Ltd

5.70%

Small Industries Development Bank of India Ltd

5.67%

Kotak Mahindra Bank Ltd

5.56%

Clearing Corporation of India Ltd

3.97%

Sikka Ports & Terminals Ltd

2.85%

Muthoot Finance Ltd

2.84%

Bajaj Housing Finance Ltd

2.84%

Mahindra Rural Housing Finance Ltd

2.83%

Piramal Finance Ltd

2.83%

Jamnagar Utilities & Power Pvt Ltd

2.81%

Tata Capital Housing Finance Ltd

2.28%

Indian Railway Finance Corporation Ltd

1.72%

See All

Riskometer

Level of risk in the scheme

Moderate

High

Low

Very
High

Your investment will be at Moderately Low Risk

Fund house & investment objective

JM FINANCIAL MUTUAL FUND

Rank (total assets)	#29 in India
Total AUM	₹14,901.83Cr

Date of Incorporation	09 Jun 1994

JM Low Duration Fund Direct Growth is a Debt Mutual Fund Scheme launched by JM Financial Mutual Fund. This scheme was made available to investors on 02 Jan 2013. The fund currently has an Asset Under Management(AUM) of ₹14,901.83 Cr and the Latest NAV as of 17 Nov 2025 is ₹39.09.
The JM Low Duration Fund Direct Growth is rated Moderately Low. Minimum SIP Investment is set to ₹100 . Minimum Lumpsum Investment is ₹1,000. Exit load of Nil.

Returns and Rankings

Category: Debt Low Duration Fund

Annualised returns

Absolute returns

	1Y	3Y	5Y	All
Fund returns	7.90%	2.45%	1.18%	0.57%
Category average	7.59%	2.41%	1.19%	-
Rank within category	12	18	18	-

FAQ’s

What kind of returns does JM Low Duration Fund Direct Growth provide?

JM Low Duration Fund Direct Growth has given a return of 7.53% in the past 3 years.

What is the expense ratio charged by JM Low Duration Fund Direct Growth?

The Expense Ratio charged by JM Low Duration Fund Direct Growth is 0.35%.

What is the AUM size of JM Low Duration Fund Direct Growth?

The AUM size of JM Low Duration Fund Direct Growth is ₹177.15Cr.

What is the minimum SIP amount that you can invest in JM Low Duration Fund Direct Growth?

₹100 is the minimum SIP amount that you can invest in JM Low Duration Fund Direct Growth .

What are the top stock holdings of JM Low Duration Fund Direct Growth?

The top stock holdings of JM Low Duration Fund Direct Growth include , REC Ltd , Axis Bank Ltd , Power Finance Corporation Ltd and 360 One Prime Ltd.

Get started with us today and
start building your wealth journey

*By clicking, I agree to the T&C and Whatsapp updates.

Get started with us today and
start building your wealth journey

*By clicking, I agree to the T&C and Whatsapp updates.

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JM Low Duration Fund Direct Growth

Open FREE
3-in-1 Account

Start SIPs at just
₹100

Debt Others

T Bills

Debt Others

T Bills

Category: Debt Low Duration Fund

FAQ’s

What kind of returns does JM Low Duration Fund Direct Growth provide?

What is the expense ratio charged by JM Low Duration Fund Direct Growth?

What is the AUM size of JM Low Duration Fund Direct Growth?

What is the minimum SIP amount that you can invest in JM Low Duration Fund Direct Growth?

What are the top stock holdings of JM Low Duration Fund Direct Growth?

JM Low Duration Fund Direct Growth

Open FREE 3-in-1 Account

Start SIPs at just ₹100

Debt Others

T Bills

Debt Others

T Bills

Category: Debt Low Duration Fund

FAQ’s

What kind of returns does JM Low Duration Fund Direct Growth provide?

What is the expense ratio charged by JM Low Duration Fund Direct Growth?

What is the AUM size of JM Low Duration Fund Direct Growth?

What is the minimum SIP amount that you can invest in JM Low Duration Fund Direct Growth?

What are the top stock holdings of JM Low Duration Fund Direct Growth?

Open FREE
3-in-1 Account

Start SIPs at just
₹100