JM Low Duration Fund (Direct)
Scheme Type
Open-ended
Scheme Category
Low Duration
Benchmark Type
Crisil Liquid Fund Index
Scheme AUM (in Crs.)
₹ 253.85
Expense Ratio
0.44%
Scheme Class
Debt
AMC AUM (in Crs.)
₹ 10965
Min Subscription
₹ 5000
Min Addition Subscription
₹ 0
Performance
Comparison
Portfolio
Details
Analysis
AMC Details
Launch Date
15 Sep 1994
Sponsor
NA
Email
investor@jmfinancial.in
Phone
022 - 61987777
Address
5th Floor, Apeejay House,,3, Dinshaw Vachha Road, Near K C College,,Churchgate, Mumbai - 400 020
Tax Implications
Short Term Capital Gain (Holding period < 12months):
Rates applicable to the Investor as per Tax slab.
Long Term Capital Gain:
22.88% - 23.92%
(20% with Indexation Benefit + Surcharge @ 10%-15% + 4% Health & Education Cess)
Taxation on Dividends:
28.84%
(Dividend Distribution Tax is paid by the mutual funds and not by investors.)
Risk
Moderately Low
Exit Load
N.A.
Scheme Information Document (SID)
Read mutual fund scheme information document on AMC website to know fund information in detail.
Objective
To generate stable long term returns with low risk strategy and capital appreciation/accretion besides preservation of capital through investments in Debt & Money Market instruments such that the Macaulay duration of the portfolio is between 6 months - 12 months. Investors are required to read all the scheme related information set out in the offer documents carefully and also note that there can be no assurance that the investment objectives of the scheme will be realized. The scheme does not guarantee/ indicate any returns.
Suitability
Regular Income over Short Term.
• Investment in Debt and Money Market securities.
SIP/Lump Sum Calculator
Enter Investment Amount
For how many years?
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Investment per month for 0.5 Years
₹6,126
Portfolio Value
₹126
Total Returns
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