Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹100 & Lump. ₹1000
AUM (Fund size)
₹30 Cr
Lock In Period
N/A
Expense Ratio
1.09
Benchmark
CRISIL Medium to Long Duration Debt A-III Index
Exit Load
Nil
Summary
Latest details for JM Medium to Long Duration Fund - Growth Growth include a ₹62.8312 NAV as of Mar 31,2026 and returns since inception of 20.17%. Minimum investments start at SIP ₹100. The JM Medium to Long Duration Fund - Growth Growth AUM is ₹30 Cr, with a lock-in of N/A years, expense ratio of 1.09%, and benchmark CRISIL Medium to Long Duration Debt A-III Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded -1.22% returns, against a category average of -2.37% and a category best of 296.85%.
Calculate Returns
You would have got
Your Investment Amount
- 1
- 2
- 3
- 4
- 5
Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -1.22 | -2.37 | 296.85 |
| 6M | 0.55 | 0.28 | 314.88 |
| 1Y | 3.34 | 4.09 | 338.55 |
| 3Y | 6.31 | 15.14 | 24.89 |
Portfolio Analysis
- Equity:
- Debt: 99.99%
- Others
As on: 2026-03-15
View allocation % by
About Fund
JM Medium to Long Duration Fund - Growth Growth managed by JM Financial Mutual Fund,is a Med to Long Termscheme with Assets Under Management of ₹30 Crore. The fund benchmarks its performance against the CRISIL Medium to Long Duration Debt A-III Index while maintaining an expense ratio of 1.09. Under the expert guidance of Killol Pandya ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundUTI Medium to Long Duration Fund - Growth Growth | 2 | 302.97 CR | 1.62 |
| This FundSBI Magnum Income Fund Growth | 5 | 2080.11 CR | 1.47 |
| This FundJM Medium to Long Duration Fund - Growth Growth | 0 | 30.49 CR | 1.09 |
| This FundICICI Prudential Bond Fund Growth | 4 | 2767.81 CR | 1.03 |
| This FundICICI Prudential Bond Fund - Institutional Plan Growth | 5 | 4084.99 CR | 1.09 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundUTI Medium to Long Duration Fund - Growth Growth | 2.4594 | 19.1607 |
| This FundSBI Magnum Income Fund Growth | 3.005 | 20.1135 |
| This FundJM Medium to Long Duration Fund - Growth Growth | 3.3423 | 20.1651 |
| This FundICICI Prudential Bond Fund Growth | 3.2696 | 22.0592 |
| This FundICICI Prudential Bond Fund - Institutional Plan Growth | 11.55 | 24.4274 |
FAQs
JM Medium to Long Duration Fund - Growth Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of JM Medium to Long Duration Fund - Growth Growth is 1.09. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
JM Medium to Long Duration Fund - Growth Growth’s fund performance is as follows:
- 1 Month : -1.22%
- 6 Months : 0.55%
- 1 Year : 3.34%
- 3 Years : 6.31%
You can invest in JM Medium to Long Duration Fund - Growth Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of JM Medium to Long Duration Fund - Growth Growth is ₹30 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in JM Medium to Long Duration Fund - Growth Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500