NAV on (No Data Available)
₹0.00
No Data Available
Fund Size
₹5.03 Crores
1Y Returns
No Data Available%
To generate regular income, primarily through investments in fixed income securities so as to make monthly, quarterly and annual dividend distribution, declare bonus in the growth option. The Fund would also aim to achieve capital appreciation through investing a portion of its assets in equity and equity related securities
JM Financial Asset Management Ltd.
Launch Date
March 3, 2015
Fund Manager
Ms. Shalini Tibrewala
Initial Price
10
AUM Fund
5.03 Cr
Min investment
Rs 5000
Expense Ratio
0.23%
Monthly - Rs. 500 to Rs. 999 per month 12 or more out of which 10 installments must be effected.Monthly - Rs. 1000 or more per month 6 or more out of which 5 installments must be effected.Quarterly - Rs. 3000 or more per quarter 2 or more where atleast 1st 2 installments must be effected.
Nil
| Equity / Mid Cap funds | 1Y | 3Y | Fund Size (Cr) |
|---|---|---|---|
| 18.68% | 66.74% | ₹17233.76 | |
| 18.67% | 66.74% | ₹17233.76 | |
| 18.67% | 66.74% | ₹17233.76 | |
| 18.67% | 66.73% | ₹17233.76 | |
| 18.67% | 66.73% | ₹17233.76 |
Q: What is the current NAV of JM Monthly Income Plan - Direct Plan - Bonus?
A: The latest NAV of JM Monthly Income Plan - Direct Plan - Bonus is ₹ .
Q: What type of mutual fund is JM Monthly Income Plan - Direct Plan - Bonus?
A: JM Monthly Income Plan - Direct Plan - Bonus is a 'Hybrid - Debt-oriented Conservative' type mutual fund managed by 'JM Financial Asset Management Ltd.'.
Q: What is the expense ratio of JM Monthly Income Plan - Direct Plan - Bonus?
A: The expense ratio of JM Monthly Income Plan - Direct Plan - Bonus is 0.23%, which impacts overall returns.
Q: Who manages JM Monthly Income Plan - Direct Plan - Bonus?
A: JM Monthly Income Plan - Direct Plan - Bonus is managed by Ms. Shalini Tibrewala, who oversees investment strategy and portfolio decisions.
Q: Is JM Monthly Income Plan - Direct Plan - Bonus a good investment?
A: JM Monthly Income Plan - Direct Plan - Bonus may be suitable depending on your financial goals, risk appetite, and investment horizon. Always evaluate fund performance and consult a financial advisor.
Q: What is the exit load of JM Monthly Income Plan - Direct Plan - Bonus?
A: The exit load of JM Monthly Income Plan - Direct Plan - Bonus is Nil, applicable if redeemed within the specified period.
Q: How is JM Monthly Income Plan - Direct Plan - Bonus taxed?
A: Taxation depends on the fund type (equity/debt) and holding period as per Indian tax laws.
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