Comprehensive analysis of JM Low Duration Fund - Direct (Bonus) (18787) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
JM Financial Asset Management Private Limited
To generate stable long term returns with low risk trategy and capital appreciational accretion through investiments in debt instruments and related securities besides preservation of capital.
A comprehensive at-a-glance view of key mutual fund health indicators
Good Returns
Moderate Risk
Low Expense Ratio
Debt Focused
Experienced Team
Average Quality
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Outperformance vs benchmark
Fund manager experience
Recent performance momentum
Fund management costs
Risk-adjusted returns
Historical performance consistency
Assets under management
Market exposure level
See how your money can grow and compare with popular investment options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Industry | % Assets |
|---|---|---|
| S I D B I | Debt Others | 8.89% |
| Union Bank of India | Banks - Public Sector | 8.34% |
| S I D B I | Debt Others | 8.24% |
| N A B A R D | Debt Others | 8.19% |
| Union Bank of India | Banks - Public Sector | 7.71% |
| Axis Bank Ltd | Banks - Private Sector | 7.23% |
| Axis Bank Ltd | Banks - Private Sector | 6.68% |
| N A B A R D | Debt Others | 6.63% |
| REC Ltd | Finance - Term-Lending Institutions | 6.24% |
| REC Ltd | Finance - Term-Lending Institutions | 5.79% |
Compare against Low Duration Fund category average
This comparison shows how the fund performs relative to the Low Duration Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Low Duration Fund category
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| UTI-Low Duration Fund (G) | ₹6295.16 | 4.36% | 8.19% | 6.98% |
| UTI-Low Duration Fund (Bonus) | ₹4196.30 | 4.36% | 8.19% | 6.98% |
| Tata Treasury Advantage Fund - Direct (G) | ₹4054.68 | 4.39% | 8.34% | 7.45% |
| Nippon India Low Duration Fund - Direct (G) | ₹3981.72 | 4.48% | 8.63% | 7.67% |
| Invesco India Low Duration Fund-Dir (Disc) | ₹3954.19 | 4.32% | 8.30% | 7.38% |
| Invesco India Low Duration Fund-Dir (G) | ₹3952.41 | 4.32% | 8.30% | 7.38% |
| Tata Treasury Advantage Fund (G) | ₹3942.60 | 4.22% | 7.99% | 7.08% |
| Invesco India Low Duration Fund(Disc) | ₹3884.02 | 4.18% | 8.00% | 7.10% |
| Invesco India Low Duration Fund(G) | ₹3795.02 | 4.18% | 8.00% | 7.10% |
| Nippon India Low Duration Fund (G) | ₹3754.82 | 4.19% | 8.01% | 7.03% |
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