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JM Dynamic Debt Fund Regular - Growth

Debt | Dynamic Bond

Nav : 28.4078 ( 0.02%) January 18th, 2019

People currently viewing this : 1

Rank (of 245)

1

Annualized Returns

8.2%

Investment Horizon

>5 Yr

Doubled Money

8yrs 10m

Returns since June 25th, 2003

6.94%

One Time

Monthly

Min Investment ₹500


Debt | Dynamic Bond

Nav : 28.4078 ( 0.02%) January 18th, 2019

People currently viewing this : 1

Upwardly's Take :

This fund gives very good returns in a falling interest rate market. Get tax benefits (through indexation) by holding this fund for more than 3 years.

Ideal for medium to long term goals like vacation, down-payment for home, wedding and car purchase.

One Time

Monthly

Min Investment ₹500


Rank (of 245)

1

Annualized Returns

8.2%

Investment Horizon

>5 Yr

Doubled Money

8yrs 10m

Returns since June 25th, 2003

6.94%

FUND PERFORMANCE

Fund's historical return with Fixed Deposit



Invested for

3m
6m
1y
3y
5y

3 and 6 Months returns are absolute

Assuming 30% tax bracket

FUND MULTIPLIER

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Take To Multiply

2x
4x
5x

TOP 5 HOLDING INVESTED IN

FUND DETAIL INFORMATION

The investment objective will be to actively manage a portfolio of good quality debt as well as Money Market Instruments so as to provide reasonable returns and liquidity to the Unit holders. Investors are required to read all the scheme related information set out in the offer documents carefully and also note that there can be no assurance that the investment objectives of the scheme will be realized. The scheme does not guarantee/ indicate any returns.

Basic Details
Fund House
JM Financial
Launch Date
June 25th, 2003
Expense Ratio
0.94%
Fund Category Risk
Moderate
Std Dev (1Yr)
0.172
Std Dev (3Yr)
0.199
Std Dev (5Yr)
0.247
Asset Size
314Cr
Investment Details
Investment Plan
Growth
Return since Launch
6.94 %
Exit Load
No Exit Load
YTM
8.12 %
Modified Duration
0.0898
Contact Details
Phone No.
+91 22 61987777