JM Short Duration Fund (Direct) - Growth vs Kotak Bond Short Term Plan-(Growth) — which has given better returns?

JM Short Duration Fund (Direct) - Growth has a 1-year return of 4.8% versus Kotak Bond Short Term Plan-(Growth)'s 4.14%. Compare NAV, expense ratio and star rating above before deciding, and check consistency over 3-5 years rather than a single year.

Which has the lower expense ratio, JM Short Duration Fund (Direct) - Growth or Kotak Bond Short Term Plan-(Growth)?

JM Short Duration Fund (Direct) - Growth's expense ratio is 0.39% versus Kotak Bond Short Term Plan-(Growth)'s 0.39%. A lower expense ratio directly improves your net returns over the long term, all else being equal.

Can I invest in both JM Short Duration Fund (Direct) - Growth and Kotak Bond Short Term Plan-(Growth)?

Yes, but check for portfolio overlap first if both funds are in the same category — holding two funds with very similar underlying stocks reduces the diversification benefit of investing in more than one fund.

JM Short Duration Fund (Direct) - Growth vs Kotak Bond Short Term Plan-(Growth)

Side-by-side comparison of NAV, returns, expense ratio and star rating.

JM Short Duration Fund (Direct) - Growth

JM Financial Mutual Fund

★★★★★

Income/Debt Oriented · Short Term Fund

Kotak Bond Short Term Plan-(Growth)

Kotak Mahindra Mutual Fund

★★★★★

Income/Debt Oriented · Short Term Fund

Metric	JM Short Duration Fund...	Kotak Bond Short Term ...
NAV	₹13.15	₹55.26
Star Rating	★★★★★	★★★★
Expense Ratio	0.39%	0.39%
AUM	₹81 Cr	₹14,291 Cr
1M Return	-0.09%	-0.12%
3M Return	+0.88%	+0.57%
6M Return	+2.68%	+2.35%
1Y Return	+4.8%	+4.14%
3Y CAGR	+7.16%	+6.68%
5Y CAGR	+7.48%	+5.61%
Risk Level	—	—
Fund Manager	Gurvinder Singh Wasan	Deepak Agrawal

View Fund A View Fund B

Compare More Funds SIP Calculator SIP vs Lumpsum Guide ELSS Tax Saving Funds