INF204K01B32
The JM Short Duration Fund aims to generate stable returns with a low risk strategy while maintaining liquidity through a portfolio comprising of debt and money market instruments. This fund follows a conservative investment approach designed to provide steady income for investors seeking stability.
The fund focuses on:
- Building a portfolio of high-quality debt securities
- Maintaining appropriate duration management (typically 1-3 years)
- Balancing safety, liquidity, and yield optimization
- Investing in government securities, corporate bonds, and money market instruments
Short Duration debt funds invest mainly in bonds maturing in a period of one to three years. They are suitable for investment horizons of one to three years, or for the fixed-income allocation in your longer-term portfolio. You can expect to earn higher returns than what a bank fixed deposit can fetch. The risk of incurring a loss in these funds is low, but they do not guarantee returns or safety of capital like a bank deposit.
The JM Short Duration Fund is managed by experienced professionals from JM Financial Asset Management. The fund management team includes professionals who have previously worked with leading financial institutions like Barclays Securities India Private Ltd, Peerless Funds Management Co. Limited, LIC Nomura Mutual Fund AMC, Daiwa Asset Management (India) Pvt. Ltd., SBI Funds Management Pvt Ltd., IL&FS Investsmart Ltd. and Darashaw & Co. Pvt. Ltd.
The fund managers bring extensive experience in:
- Debt market analysis and portfolio construction
- Interest rate risk management
- Credit risk assessment
- Duration matching strategies
JM Financial Mutual Fund is a well-established asset management company with a strong presence in the Indian mutual fund industry. JM Financial Mutual Fund AMC was incorporated on 09, Jun 1994, and has an AUM size of Rs. 16,633 Cr as on 31, Dec 2017. JM Financial Mutual Fund has total of 205 schemes.
Key highlights of JM Financial Mutual Fund:
- Over 30 years of experience in fund management
- Comprehensive range of investment solutions across asset classes
- Focus on research-driven investment decisions
- Strong risk management framework
- Experienced team of fund managers and analysts
The AMC is known for its disciplined approach to investing and has built a reputation for consistent performance across various market cycles.
JM Short Duration Fund can be suitable for investors who:
Should Consider:
- Seek stable income with lower volatility than equity funds
- Have investment horizon of 1-3 years
- Want better returns than traditional bank fixed deposits
- Need liquidity with reasonable returns
- Looking for fixed income allocation in their portfolio
Key Fund Metrics (as of latest available data):
- Current NAV: ₹12.33 as of 11th June 2025
- AUM: ₹121.03 Cr as of 11th June 2025
- Expense Ratio: 0.37% as of 11th June 2025
- Fund Launch Date: 29th August 2022
- Minimum Investment: ₹1,000 (lump sum), ₹100 (SIP)
Risk Considerations:
- The risk of incurring a loss in these funds is low, but they do not guarantee returns or safety of capital like a bank deposit. There have been instances when short duration funds have incurred losses.
- Interest rate risk and credit risk are inherent in debt funds
- Returns may fluctuate based on market conditions
What is today's NAV of JM Short Duration Fund?
The NAV changes daily. Please check the latest NAV on the Allvest platform or visit the fund house website for real-time updates.
What is the AUM of JM Short Duration Fund?
The fund has an AUM of ₹121.03 Cr as of 11th June 2025.
What is the expense ratio of JM Short Duration Fund?
The expense ratio is 0.37% as of 11th June 2025.
What are the returns of JM Short Duration Fund since inception?
The fund has delivered 6.7% returns since inception (August 29, 2022). Past performance may not indicate future results.
What is the minimum SIP amount to invest in JM Short Duration Fund?
The minimum SIP amount is ₹100.
How do I invest in JM Short Duration Fund?
You can invest through Allvest's platform online, through the fund house directly, or via authorized distributors and brokers.
How to start a SIP in JM Short Duration Fund?
You can start an SIP through Allvest by selecting the fund, choosing SIP option, and setting up automated monthly investments of minimum ₹100.
How do I automate an SIP in JM Short Duration Fund?
Set up auto-debit through Allvest platform by providing bank mandate, which will automatically deduct the SIP amount monthly on your chosen date.
How can I withdraw/redeem my investment in JM Short Duration Fund?
You can redeem your investment online through Allvest platform or by submitting redemption request to the fund house. Proceeds are usually credited within 1-3 working days.
Clients/Investors to abstain them from dealing in any schemes of unauthorised collective investments / portfolio management, indicative/ guaranteed/fixed returns / payments etc.
Sr. No
Name of KMP
Designation
Mobile Number
Email ID
2.
Mr. Amit Bansal
Designated Director /
Compliance Officer