MFRegular · Growth

JM G-Sec Fund - Regular Plan - Growth

Short & Mid TermDebt - Gilt FundBenchmark: Crisil Gilt Index
NAV · 07 Sep 2019₹60.76+0.01%
AUM₹14 Cr
Expense Ratio1.00%
CAGR
Exit LoadNil
Min SIP₹500
Launched1999

Investment Objective

To provide ultimate level of safety to its unitholders through investments in sovereign securities issued by the Central and State government.

Fund Mandate

CBLO/REPO0%–20%
G-Sec / T-Bills80%–100%
Asset Allocation
Debt90.1%
Cash & Equivalents9.9%
Fund Managers
VA
Vikas Agrawal
Fund Manager
Key Information
1.00%
₹500
₹5,000
Nil
Nil
Inception29 Sep 1999
AMC
Top Holdings
17.17% Government of India Securities 2028 08/01/2853.09%
27.32% Government of India Securities 2024 28/01/2422.16%
37.26% Government of India Securities 2029 14/01/2914.88%
4Triparty Repo5.63%
5Net Current Assets4.25%
Sector Allocation
Other100.0%
Trailing Returns
PeriodReturns
1 Day+0.01%
Risk Metrics

Risk metrics are not available for this fund.

Fees
1.00%
Nil
Nil
₹500
₹5,000
Capital Gains Tax, general rules

This is a debt/other (non-equity-oriented) fund. For units acquired on or after 1 April 2023, gains are taxed at your applicable income-tax slab rate regardless of holding period, the earlier long-term/indexation treatment for debt funds was removed by the Finance Act 2023.

General information only, not tax advice, actual liability depends on your overall income and applicable law at the time of redemption. Consult a tax advisor for your specific situation.

Frequently Asked QuestionsGeneral mutual-fund FAQs, not specific to this scheme