JM Liquid Fund (Regular) - Bonus Option - Principal Units
Expense Ratio: -
Risk: -
Debt Scheme - Liquid Fund
Plan: Regular
Benchmark: -
Inception: 17-08-2002
Exit Load: Nil
Fund Size:-
Performance
1Y
Fund6.15%
Cat. Avg.2.26%
2Y
Fund6.58%
Cat. Avg.3.40%
3Y
Fund6.80%
Cat. Avg.4.22%
5Y
Fund6.10%
Cat. Avg.2.83%
10Y
Fund6.01%
Cat. Avg.3.62%
SI
Fund3.52%
Cat. Avg.15.74%
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.
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| SI | 07 May, 26 | 15000 | 15118 | +0.8% | N/A |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| SI | 20 Apr, 26 | 1 L. | 1.02 L. | +1.5% | N/A |
SIP Planner
Visualize how small monthly investments grow over time.
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Years
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%
Beat inflation and compound wealth faster with an annual step-up.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP 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.