JM Ultra Short Duration Fund - Bonus Option - Principal Units
Expense Ratio: -
Risk: -
Debt Scheme - Ultra Short Duration Fund
Plan: Regular
Benchmark: -
Inception: 25-09-2006
Exit Load: Nil
Fund Size:-
Performance
1Y
FundN/A
Cat. Avg.5.91%
2Y
FundN/A
Cat. Avg.6.41%
3Y
FundN/A
Cat. Avg.6.63%
5Y
FundN/A
Cat. Avg.6.04%
10Y
FundN/A
Cat. Avg.5.98%
SI
Fund0.00%
Cat. Avg.11.42%
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 |
|---|
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| SI | 25 Sep, 20 | 1 L. | 1 L. | 0.0% | N/A |
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.