JM Income Institutional Plan-Growth
₹26.9082
As on 24-Dec-2004
Value Research Opinion
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Risk
This fund has risk.
As per SEBI's Riskometer.
Portfolio of JM Income Institutional Plan-Growth
Asset Allocation
Split between different types of investments
Credit Rating Weightage
Split between categories of Equity investments
Peer Comparison
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Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Base Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
Moderate
|
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0.85 |
||||
|
Moderately High
|
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1.26 |
||||
|
Moderate
|
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1.40 |
||||
|
Moderate
|
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0.96 |
||||
|
Moderate
|
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1.17 |
Other details of JM Income Institutional Plan-Growth
Assets
Exit Load (Days)
--
Min. Investment (₹)
Min. Withdrawal (₹)
Min. SIP Investment (₹)
Min. No of Cheques
About JM Income Institutional Plan-Growth
JM Income Institutional Plan-Growth is a debt mutual fund scheme of JM Financial Mutual Fund. Launched on May 28, 2003, it is currently managed by . The fund has an expense ratio of --% with an overall AUM (Assets Under Management) of ₹-- Cr.
JM Medium to Long Duration Institutional is mandated to invest in bonds such that the duration of the portfolio is between four to seven years. The fund allows minimum lumpsum investment of ₹-- and minimum SIP of ₹--.
Suitability
Medium to Long Term funds are suitable for investors:
- Seeking higher debt returns by taking a view on the interest rate cycle
- Who understand these funds can swing sharply as interest rates move
- Who can withstand higher volatility and risk in their debt portfolio
Note:
- Most investors can skip these funds and stick to core debt funds instead
- Unlike FD, there is no guarantee of returns
- Not suitable for long term wealth creation
Latest news on JM Income Institutional Plan-Growth
Lacking Foresight
1 min read•By Research Desk
JM Income Fund: Revision of Exit Load
1 min read•By Value Research
JM Mutual Appoints New Debt CIO
1 min read•By Value Research
FAQ for JM Income Institutional Plan-Growth
How to Invest in JM Income Institutional Plan-Growth?
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of JM Income Institutional Plan-Growth through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, JM Income Institutional Plan-Growth can be bought from the JM Financial Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
What is the current NAV of JM Income Institutional Plan-Growth Today?
The latest declared NAV of JM Income Institutional Plan-Growth, is ₹26.9082 as of 09-Nov-2026.
What is the return of JM Income Institutional Plan-Growth in the last 5 years?
Over the past five years, JM Income Institutional Plan-Growth has delivered an annualised return of --% as of 09-Nov-2026.
What is the minimum investment required in JM Income Institutional Plan-Growth?
The minimum investment required to start investing in JM Income Institutional Plan-Growth is ₹ for the lump sum option and ₹ for the SIP (Systematic Investment Plan) option.

