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
Fund6.28%
Cat. Avg.2.42%
2Y
Fund6.46%
Cat. Avg.3.28%
3Y
Fund6.73%
Cat. Avg.4.16%
5Y
Fund6.24%
Cat. Avg.2.97%
10Y
Fund5.99%
Cat. Avg.3.73%
SI
Fund3.55%
Cat. Avg.15.64%
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 |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 61841 | +3.1% | +6.3% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.28 L. | +6.3% | +6.3% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.98 L. | +10.0% | +6.5% |
| 5Y | 07 Nov, 21 | 3 L. | 3.53 L. | +17.7% | +6.6% |
| 10Y | 07 Nov, 16 | 6 L. | 8.12 L. | +35.4% | +6.0% |
| SI | 07 Apr, 06 | 12.35 L. | 20.68 L. | +67.4% | +4.8% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 18 Oct, 25 | 1 L. | 1.06 L. | +6.3% | +6.3% |
| 2Y | 18 Oct, 24 | 1 L. | 1.13 L. | +13.3% | +6.5% |
| 3Y | 18 Oct, 23 | 1 L. | 1.22 L. | +21.6% | +6.7% |
| 5Y | 18 Oct, 21 | 1 L. | 1.35 L. | +35.4% | +6.2% |
| 10Y | 18 Oct, 16 | 1 L. | 1.79 L. | +78.9% | +6.0% |
| SI | 02 Apr, 06 | 1 L. | 2.05 L. | +104.9% | +3.6% |
SIP Calculator
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 Profit
₹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.