Return
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- 6M
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- 5Y
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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 ₹63.5673 NAV as of Mar 11,2026 and returns since inception of 22.75%. 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 0.58% returns, against a category average of -1.00% and a category best of 296.85%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.58 | -1.00 | 296.85 |
| 6M | 1.89 | 1.89 | 314.88 |
| 1Y | 5.79 | 6.70 | 338.55 |
| 3Y | 7.07 | 16.12 | 26.98 |
Portfolio Analysis
- Equity:
- Debt: 100.00%
- Others
As on: 2026-02-15
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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 FundHDFC Income Fund - Growth | 3 | 858.18 CR | 1.44 |
| This FundSBI Magnum Income Fund Growth | 5 | 2089.62 CR | 1.47 |
| This FundJM Medium to Long Duration Fund - Growth Growth | 0 | 30.49 CR | 1.09 |
| This FundICICI Prudential Bond Fund - Institutional Plan Growth | 5 | 4084.99 CR | 1.09 |
| This FundICICI Prudential Bond Fund Growth | 4 | 2901.51 CR | 1.03 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundHDFC Income Fund - Growth | 5.1857 | 22.2196 |
| This FundSBI Magnum Income Fund Growth | 5.3791 | 22.7025 |
| This FundJM Medium to Long Duration Fund - Growth Growth | 5.7876 | 22.7534 |
| This FundICICI Prudential Bond Fund - Institutional Plan Growth | 11.55 | 24.4274 |
| This FundICICI Prudential Bond Fund Growth | 6.0052 | 24.4919 |
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 : 0.58%
- 6 Months : 1.89%
- 1 Year : 5.79%
- 3 Years : 7.07%
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