INDProtect

Overview (as on 05 May 2021)

NAV

₹10.5633

1y returns

7.259%

Fund AUM

₹68 Cr

Expense Ratio

0.52%

Min SIP

₹500

Min Lumpsum

₹5,000

Fund Performance

Calculator

Asset Allocation

Sector Allocation
Government
66.55%
Corporate
22.88%
Cash Equivalent
10.57%
Debt Credit Ratings
AAA
100.00%

Key Metrics

Modified Duration 

0.0 yr

Average Maturity 

2.62 yr

Yield to Maturity 

4.9%

Holdings

Fund Details

Investment Objectives
The investment objective will be to actively manage a portfolio of good quality debt as well as Money Market Instruments so as to provide reasonable returns and liquidity to the Unit holders. Investors are required to read all the scheme related information set out in the offer documents carefully and also note that there can be no assurance that the investment objectives of the scheme will be realized. The scheme does not guarantee/ indicate any returns.
Scheme Name
JM Dynamic Debt Fund (Direct) Weekly Reinvestment of Income Distribution cum capital withdrawal
Scheme Document
Exit Load

After 0 Years : 0%

Plan Started
01 January, 2013
Fund Manager
Vikas Agrawal
Fund House Details
Fund House
JM Financial Asset Management Limited
Email
investor@jmfl.com
Phone
+912226528388
Address
JM Financial Asset Management Private Limited,502, 5th Floor, A - Wing,,Laxmi Towers, Bandra-Kurla Complex,,Bandra-East

Other Related Plans

Fund NamePlan TypeExpense Ratio1yr Returns
Direct0.52%7.24%
Direct0.52%7.24%
Direct0.52%7.22%
Direct0.52%7.23%
Direct0.52%7.24%
Direct0.52%7.25%
Direct0.52%7.23%
Direct0.52%7.24%
Regular1.04%6.46%
Regular1.04%6.46%
Regular1.04%4.20%
Regular1.04%6.44%
Regular1.04%6.46%
Regular1.04%6.40%
Regular1.04%6.48%
Regular1.04%6.44%
Regular1.04%6.46%
Regular1.04%6.46%
Regular1.04%6.46%
Regular1.04%6.40%

Peer Funds

JM Dynamic Debt Fund (Direct) Weekly Reinvestme...

NAV

₹10.5633

INDmoney Analysis

    error

    Fund is in Bottom 50 percent in its Category

    Return score is based upon:

    Benchmark out performance
    Consistency of returns
    Indicative yields
    success

    Fund is in Top 20 percent in its Category

    Risk score is based upon:

    Market sensitivity
    Credit risk
    Underlying maturity
    success

    Fund has high quality bonds and commercial papers

    Credit Quality is based upon:

    Long term credit rating
    Credit rating outlook
    Probability of default

    Based on credit rating and modified duration of underlying instruments

Fund Manager

Vikas Agrawal
Vikas Agrawal

leader

Work Experience
"null"

Finzoom Investment Advisors Private Limited (Brand Name - INDmoney, INDwealth, IND.app, IND.money, INDsave.com) makes no warranties or representations, express or implied, on products and services offered through the platform. It accepts no liability for any damages or losses, however, caused in connection with the use of, or on the reliance of its advisory or related services.

Past performance is not indicative of future returns. Please consider your specific investment requirements, risk tolerance, goal, time frame, risk and reward balance and the cost associated with the investment before choosing a fund, or designing a portfolio that suits your needs. Performance and returns of any investment portfolio can neither be predicted nor guaranteed.

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

Marketing and distribution of various financial products such as loans and deposits are powered by Finzoomers Services Private Limited.

INDmoney, INDwealth, IND.app are brand and product of Finzoom Investment Advisors (P) Limited.

© Finzoom Investment Advisors Private Limited

[SEBI RIA Registration No: INA100012190] [Type of Registration: Non-Individual] [Validity of registration: December 17, 2018-Perpetual] [Address: 616, 6th Floor, Suncity Success Tower, Golf Course Extension Road, Sector – 65, Gurugram, Haryana- 122005] [Principal Officer details: Mr. Gaurav Sharma, Email id: principalofficer@indwealth.in, Contact No. 8800826254] [Corresponding SEBI local office address: Securities and Exchange Board of India, Local Office, First Floor, SCO 127-128, Sector 17C, Chandigarh-160017]

[ARN - 151913] [Platform Partner : BSE (Member code-24801)] [CIN - U67190HR2018PTC073294] [GST No : 06AADCF3538Q1Z8]