NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹12.44
0.05%
NAV as on 02 Mar 26, 12:00 AM
moderate risk
short duration
debt
NAV as on 02 Mar 26, 12:00 AM
moderate risk
short duration
debt
6.84%p.a.
Last 1Y
6.81%p.a.
Last 3Y
0.00%p.a.
Last 5Y
6.43%p.a.
Since Inception
About JM Short Duration Fund - Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the JM Short Duration Fund - Growth scheme from JM Financial Asset Management Private Limited. It is a Short Duration mutual fund scheme that predominantly invests in Short Duration stocks of companies. Launched on Aug 2022, JM Short Duration Fund - Growth is Short Duration fund of its category with 84.32 Cr fund under management as on Mar 2026. The expense ratio of this fund is less than that of most other Fund category Short Duration funds.
- JM Short Duration Fund - Growth delivered 6.8% annual returns during the last year. It has delivered 6.4% average annual returns since the fund was launched.
- JM Short Duration Fund - Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in debt
Fund Objective
The Scheme will endeavor to generate stable returns with a low risk strategy while maintaining liquidity through a portfolio comprising of debt and money market instruments.
Top 10 Holdings
Reverse Repo
4.09%
Net Receivables
2.99%
Indian Railway Finance Corporation Ltd SR-121 Bonds 7.27 15/06/2027
2.97%
Indian Railway Finance Corpn. Ltd. 7.33 27/08/2027
2.38%
RURAL ELECTRIFICATION CORPORATION LIMITED SR 156 7.7 BD 10DC27 FVRS10LAC
1.71%
POWER FINANCE CORPORATION LTD. SR-177 7.85 BD 03AP28 FVRS10LAC
4.22%
SIKKA PORTS & TERMINALS LIMITED SRPPD12 6.75NCD 22AP26 FVRS10LACLOAUPTO21AP21
5.01%
JAMNAGAR UTILITIES & POWER PRIVATE LIMITED SR PPD 6 6.40 LOA 29SP26 FVRS10LAC
5.88%
NATIONAL BANK FOR AGRICULTURE AND RURAL DEVELOPMENT SR 23A 7.40 BD 30JN26 FVRS10LAC
4.92%
LIC HOUSING FINANCE LIMITED TR 427 7.8 LOA 22DC27 FVRS10LAC
5.00%
Fund Managers
- Naghma Khoja (Apr 2024 - Present)
- Killol Pandya (Nov 2024 - Present)
- Ruchi Fozdar (Apr 2024 - Present)
- Jayant Dhoot (Aug 2025 - Present)
Key Information
View Scheme Document
JM Short Duration Fund - Growth SIP Calculator
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NRI Mutual Fund Tax on JM Short Duration Fund - Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in JM Short Duration Fund - Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in JM Short Duration Fund - Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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Frequently Asked Questions
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