Jama - Mahindra Low Duration Bachat Yojana


Mahindra Low Duration Bachat Yojana


NAV : 1381.9948
(+0.14009999999984757arrow_upward)
AUM : ₹527 Cr.


Fund Returns

1 Month3 Months6 Months1 Year2 Years3 Years5 years
0.35%0.78%1.95%4.03%5.64%6.8%NA



NAV History



Expense Ratio Trends


Fund Details

Positioned between liquid funds and short-term funds with respect to the risk-return matrix. Potentially better returns than that of liquid funds through strategic shifts in the maturity profile. Lower volatility through relatively lower duration than short term funds. Higher flexibility in asset allocation vis-à-vis liquid funds.
NAV1381.9948
Launch Date-
Min (1st time)₹1,000
Min (later on)₹1,000
Min SIP₹1,500
Expense Ratio1.1039999999999999%
Exit Load : Nil


Direct Advantage

Investment of Rs.1,00,000 becomes
With JamaWith BrokerBack2Pocket
After 6 months₹1,00,971₹1,06,521- ₹5,550
After 1 year₹1,04,030₹1,44,462- ₹40,432
After 3 years₹1,21,808₹1,63,522- ₹41,714
After 20 years₹3,72,533₹26,53,593- ₹22,81,060

Investment Calculators



SIP Calculator

Per Month

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


START SIP    



Lumpsum Calculator

One Time

500


Duration (in years)

25

After Years


Direct(Jama)

Broker(Regular)

Direct Savings :


INVEST NOW

Returns assumed : 6.8% Past 3 yr Data




Fund Objective:
The investment objective of the Scheme is to provide reasonable returns, commensurate with a low to moderate level of risk and high degree of liquidity, through a portfolio constituted of money market and debt instruments. However, there is no assurance that the investment objective of the Scheme will be realized and the Scheme does not assure or guarantee any returns
Fund Manager:
Mr. Rahul Pal, Srinivasan Ramamurthy