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JM Short Duration Fund Direct Growth

JM Short Duration Fund Direct Growth

Debt | Short Duration Fund

NAV ₹12.33 as on 20 Jun 2025

RiskModerate

Fund Size₹120.83Cr

NAV	₹12.33 as on 20 Jun 2025
Risk	Moderate
Fund Size	₹120.83Cr

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

2 years 10 months (Since Aug 29, 2022)

Return since Launch

7.74%

Expense ratio

0.37%

Type

OPEN

AUM (Fund Size)

₹120.83

Risk Grade

Moderate

Benchmark

CRISIL Short Duration Debt A-II 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

GSEC2030 14.52%

GSEC2031 9.57%

S I D B I 8.89%

N A B A R D 8.37%

Power Fin.Corpn. 7.27%

LIC Housing Fin. 6.35%

REC Ltd 5.97%

Sikka Ports 4.96%

Bajaj Housing 4.23%

HDB FINANC SER 4.19%

ICICI Home Fin 4.17%

Bajaj Finance 4.17%

Jamnagar Utiliti 4.12%

I R F C 3.78%

C C I 2.46%

HDFC Bank 2.42%

Net CA & Others 2.09%

GSEC2030 0.87%

Tata Cap.Hsg. 0.84%

Gsec2029 0.43%

CDMDF (Class A2) 0.30%

See All

Scheme Holding Summary

Debt Others

74.61%

Govt. Securities

25.39%

See All

Govt. Securities

Debt Others

Small Industries Development Bank of India Ltd

8.89%

National Bank for Agriculture & Rural Development

8.37%

Power Finance Corporation Ltd

7.27%

LIC Housing Finance Ltd

6.35%

REC Ltd

5.97%

Sikka Ports & Terminals Ltd

4.96%

Bajaj Housing Finance Ltd

4.23%

HDB Financial Services Ltd

4.19%

ICICI Home Finance Company Ltd

4.17%

Bajaj Finance Ltd

4.17%

Jamnagar Utilities & Power Pvt Ltd

4.12%

Indian Railway Finance Corporation Ltd

3.78%

Clearing Corporation of India Ltd

2.46%

HDFC Bank Ltd

2.42%

Tata Capital Housing Finance Ltd

0.84%

See All

Riskometer

Level of risk in the scheme

Moderate

High

Low

Very
High

Your investment will be at Moderate Risk

Fund house & investment objective

JM FINANCIAL MUTUAL FUND

Rank (total assets)	#29 in India
Total AUM	₹13,831.27Cr

Date of Incorporation	09 Jun 1994

JM Short Duration Fund Direct Growth is a Debt Mutual Fund Scheme launched by JM Financial Mutual Fund. This scheme was made available to investors on 29 Aug 2022. The fund currently has an Asset Under Management(AUM) of ₹13,831.27 Cr and the Latest NAV as of 20 Jun 2025 is ₹12.33.
The JM Short Duration Fund Direct Growth is rated Moderate. Minimum SIP Investment is set to ₹100 . Minimum Lumpsum Investment is ₹1,000. Exit load of Nil.

Returns and Rankings

Category: Debt Short Duration Fund

Annualised returns

Absolute returns

	1Y	3Y	5Y	All
Fund returns	9.41%	-	-	3.80%
Category average	9.28%	2.51%	1.26%	-
Rank within category	19	20	18	-

FAQ’s

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

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

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

The Expense Ratio charged by JM Short Duration Fund Direct Growth is 0.37%.

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

The AUM size of JM Short Duration Fund Direct Growth is ₹120.83Cr.

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

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

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

The top stock holdings of JM Short Duration Fund Direct Growth include

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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 Short Duration Fund Direct Growth

Open FREE
3-in-1 Account

Start SIPs at just
₹100

Debt Others

Govt. Securities

Govt. Securities

Debt Others

Category: Debt Short Duration Fund

FAQ’s

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

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

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

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

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

JM Short Duration Fund Direct Growth

Open FREE 3-in-1 Account

Start SIPs at just ₹100

Debt Others

Govt. Securities

Govt. Securities

Debt Others

Category: Debt Short Duration Fund

FAQ’s

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

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

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

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

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

Open FREE
3-in-1 Account

Start SIPs at just
₹100