- Mutual Funds
- JM Mutual Fund
- JM Medium to Long Dur Fund (Growth)
Formerly JM Income Gr
JM Medium to Long Dur Fund (Growth)
₹ 51.4947
NAV (Dec 06)
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Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 51.4947
NAV (Dec 6)
Fund Returns
Last 1Y | 0.6% |
Last 3Y | 4.3% |
Last 5Y | 1.8% |
Last 10Y | 4.3% |
Since Inception | 6.1% |
6 Month CAGR | 3.7% |
Scheme Information
To generate stable long term returns with low risk strategy and capital appreciation / accretion through investment in debt instruments and related securities besides preservation of capital.
Expense Ratio | 1.03 |
Launched (27y ago) | Apr 01, 1995 |
AUM in Crores | 21.180 |
ISIN | INF192K01AB3 |
Lock-in | No Lock-in |
Benchmark | CRISIL Medium to Long Duration Fd TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 3.1 |
Standard Deviation (5yr) | 5 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | -0.097 |
Sharpe Ratio (5yr) | -0.612 |
YTM | 7.29 |
Returns Calculator Comparison
of
for
with step up of
| Instrument | Returns | Total Corpus | Gains | Annualised % |
|---|---|---|---|---|
| Mutual Fund | 965,796 | 233,184 | 11.25% | |
| EPF | 900,761 | 168,149 | 8.50% | |
| Property | 867,662 | 135,050 | 7.00% | |
| PPF | 869,819 | 137,207 | 7.10% | |
| Bank FD | 846,471 | 113,859 | 6.00% | |
| Gold | 846,471 | 113,859 | 6.00% | |
| Savings Bank | 825,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Debt Holdings
7.38% govt stock 2027
66.7%6.54% govt stock 2032
22.4%treps-triparty repo
5.6%net current assets
5.3%Compare JM Medium to Long Dur Fund (Growth)
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 46,469 cr | ||
₹ 14,221 cr | ||
₹ 18,664 cr | ||
₹ 13,008 cr | ||
₹ 46,469 cr |
About the AMC
JM Financial Asset Management Limited
JM Financial Asset Management Limited manages assets worth 2,796 crores and was set up on 9 June 1994. It's current offering of mutual fund schemes includes 22 equity,70 debt and 15 hybrid funds.
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
18.7% | 13% | ||
18.5% | 7.7% | ||
21.3% | 11.8% | ||
21.3% | 8.3% | ||
21.3% | 9.5% |
JM Medium to Long Dur Fund (G) Review
JM Medium to Long Dur Fund (G) is a Medium To Long Duration Debt fund and has delivered an annualised return of 6.1% over a period of 27 years. The fund was previously known as JM Income Gr. The fund is managed by JM Financial Asset Management Limited. The fund managers are Gurvinder Wasan, Prashant Pimple, Shalini Tibrewala, Vikas Agrawal.
Nav of JM Medium to Long Dur Fund (G) as of 12/6/2022 is ₹51.49 with the total AUM as of 12/7/2022 is ₹21.18. With Scripbox you can compare and check the latest nav for all mutual funds in India. JM Medium to Long Dur Fund (G) was launched on Apr 01, 1995. The category risk of the fund is Moderate Risk.
The minimum SIP amount for JM Medium to Long Dur Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
JM Medium to Long Dur Fund (G) is suited for investors looking to invest for 1-4 years. The asset class is less volatile than equity and the fund is likely to provide stable but slow growth. The fund is benchmarked to CRISIL Medium to Long Duration Fd TR INR.
JM Medium to Long Dur Fund (G) is rated as a 0 fund in Debt and delivered 0.6% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with JM Medium to Long Dur Fund (G).
Frequently Asked Questions
What is JM Medium to Long Dur Fund (G)?
How to invest in JM Medium to Long Dur Fund (G)?
You can invest in JM Medium to Long Dur Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of JM Medium to Long Dur Fund (G)?
The minimum sip amount for JM Medium to Long Dur Fund (G) is ₹1000. You can invest in multiples of ₹5000.
Is JM Medium to Long Dur Fund (G) good to invest in?
As per Scripbox experts, JM Medium to Long Dur Fund (G) is a Not Reviewed Yet fund. You can investJM Medium to Long Dur Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the JM Medium to Long Dur Fund (G)?
The expense ratio of the JM Medium to Long Dur Fund (G) is 1.03% for regular plan.