Jm Short Duration Fund - Regular Plan - Idcw Option Payout

Jm Short Duration Fund - Regular Plan - Idcw Option Payout is a scheme launched by Jm Financial Mutual Fund on August 29, 2022, and falls under the Short Duration fund category. It currently manages an AUM of Rs 117.22 crore. The fund permits investments with a minimum SIP of Rs 100 and a lump sum of Rs 1000. It charges an expense ratio of 1.09% for managing the portfolio.

• Investing Strategy:

  The investment objective of the scheme is to endeavor to generate stable returns with a low risk strategy while maintaining liquidity through a portfolio comprising of debt and money market instruments.

• Performance:

  Jm Short Duration Fund - Regular Plan - Idcw Option Payout trailing returns over different times are 7.57% (1 year), 6.64% (3 year) and 0% (5 year). The average annual return of this fund stands at 5.55%.