JM Financial Mutual Fund

JM Ultra Short Duration Fund - Growth Option

JM Financial Mutual Fund

Expense Ratio: -
Risk: -
Debt Scheme - Ultra Short Duration Fund
Plan: Regular
Benchmark: -
Inception: 25-09-2006
Exit Load: Nil
Fund Size:-

Performance

1Y
FundN/A
Cat. Avg.5.91%
2Y
FundN/A
Cat. Avg.6.41%
3Y
FundN/A
Cat. Avg.6.63%
5Y
FundN/A
Cat. Avg.6.04%
10Y
FundN/A
Cat. Avg.5.98%
SI
Fund0.00%
Cat. Avg.11.42%

Fund Facts

No available Data

Taxation

Any Holding Period (STCG & LTCG):As per Income Slab Rate

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

No available Data

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SIP Returns

7th
PeriodSIP DateInv(₹)Val(₹)Abs(%)XIRR

Lumpsum Returns

PeriodInv DateInv(₹)Val(₹)Abs(%)CAGR
SI25 Sep, 201 L.1 L.0.0%N/A

SIP Calculator

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Future Value

₹23.80L

With SIP Amount ₹5,000
Total Invested
₹9.00L
Total Profit
₹14.80L
SIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.

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