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Compare JM Low Duration Fund vs Axis Treasury Advantage Fund

Risk

Moderate
Low to Moderate

Rating

3.0
5.0

Min SIP Amount

₹100
₹100

Expense Ratio

0.88
0.67

NAV

₹38.18
₹3193.25

Fund Started

25 Sep 2006
08 Oct 2009

Fund Size

₹181.11 Cr
₹7364.81 Cr

Exit Load

-
-

1 Year

7.19%
7.49%

3 Year

7.01%
7.37%

5 Year

5.64%
6.03%

Equity

0.00%
0.00%

Cash

2.69%
2.36%

Top 10 Holdings

-
-

Name

-
-

Start Date

-
-

Description

The scheme seeks to generate stable long term returns with low risk strategy and capital appreciation/accretion besides preservation of capital through investments in Debt & Money Market instruments such that the Macaulay duration of the portfolio is between 6 months - 12 months.
The fund seeks to generate reasonable return commensurate with low risk and high degree of liquidity from a portfolio of money market and short term debt securities.

Launch Date

25 Sep 2006
08 Oct 2009

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