JM Medium to Long Duration Fund – Direct Growth
₹ 500
Min SIP
₹ 1,000
Min Lumpsum
0.47 %
Expense Ratio
Rating
24
Fund Size (in Cr)
12 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 5 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 5.8% | 3.5% | 3.3% | 5.3% | ||||
| Category Average | 9.1% | 20.5% | 12.5% | - |
Scheme Allocation
By Holding
By Sector
By Asset
GSEC2027
GSEC2032
TREPS
Net CA & Others
Others
Advance Ratio
0.21
Alpha
0.77
SD
0.06
Beta
0.4
Sharpe
Exit Load
| Exit Load | 1.00% - If redeemed / switched out within 60 days from the date of allotment. Nil - If redeemed/switched out after 60 days from the date of allotment. |
|---|
Fund Objective
To generate stable long term returns with low risk strategy and capital appreciation through investment in debt instruments and related securities besides preservation of capital.
Fund Managers
Gurvinder Singh Wasan - Fixed income - Senior Fund Manager & Credit Analyst
Working as a Senior Fund Manager & Credit Analyst at JM Financial Mutual Fund, Gurvinder Singh Wasan holds 18+ years of fixed-income market experience. He has previously served the roles of structured finance manager with a bank and a credit analyst with a mutual fund company. He has been a part of CRISIL, ICICI Bank, and Principal Asset Management Company during his career.
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Debt .
- Medium to Long Duration .
-
- 321
-
6.8%Fund Size - 321
-
8.9%Fund Size - 321
-
4.6%Fund Size - 321
-
- Debt .
- Medium to Long Duration .
-
- 1,625
-
7.7%Fund Size - 1,625
-
5.7%Fund Size - 1,625
-
8.2%Fund Size - 1,625
-
- Debt .
- Medium to Long Duration .
-
- 2,913
-
7.5%Fund Size - 2,913
-
5.2%Fund Size - 2,913
-
7.8%Fund Size - 2,913
-
- Debt .
- Medium to Long Duration .
-
- 1,758
-
7.2%Fund Size - 1,758
-
5.2%Fund Size - 1,758
-
8%Fund Size - 1,758
-
- Debt .
- Medium to Long Duration .
-
- 1,835
-
6.5%Fund Size - 1,835
-
5.1%Fund Size - 1,835
-
8.1%Fund Size - 1,835
AMC Contact Details
JM Financial Mutual Fund
AUM:
3,153 Cr
Address:
Office B,8th Floor, Cnergy,Appasaheb
Marathe Marg,prabhadevi,
Mumbai - 400 025,mumbai 400051
Contact:
022-61987777
Email ID:
investor@jmfl.com
More Funds from JM Financial Mutual Fund
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Hybrid .
- Aggressive Hybrid .
-
- 26
-
24.1%Fund Size - 26
-
22.4%Fund Size - 26
-
13.3%Fund Size - 26
-
- Equity .
- Large Cap .
-
- 48
-
12.8%Fund Size - 48
-
17.9%Fund Size - 48
-
12.1%Fund Size - 48
-
- Equity .
- Value .
-
- 205
-
31.8%Fund Size - 205
-
30.4%Fund Size - 205
-
15.9%Fund Size - 205
-
- Equity .
- Flexi Cap .
-
- 475
-
22.9%Fund Size - 475
-
28.5%Fund Size - 475
-
16.1%Fund Size - 475
-
- Equity .
- ELSS .
-
- 87
-
16.7%Fund Size - 87
-
25.4%Fund Size - 87
-
15%Fund Size - 87
Mutual Funds By Category
Equity
Debt
Hybrid
equity
Large Cap
Fund Name
Mid Cap
Fund Name
Small Cap
Fund Name
Multi Cap
Fund Name
ELSS
Fund Name
Dividend Yield
Fund Name
Sectoral / Thematic
Fund Name
Focused
Fund Name
debt
Ultra Short Duration
Fund Name
Liquid
Fund Name
Gilt
Fund Name
Long Duration
Fund Name
Overnight
Fund Name
Floater
Fund Name
hybrid
Arbitrage
Fund Name
Equity Savings
Fund Name
Aggressive Hybrid
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Large Cap .
-
- 654
-
18.9%Fund Size - 654
-
23.4%Fund Size - 654
-
14.9%Fund Size - 654
-
- Equity .
- Large Cap .
-
- 10,202
-
10%Fund Size - 10,202
-
19.8%Fund Size - 10,202
-
14.4%Fund Size - 10,202
-
- Equity .
- Large Cap .
-
- 15,583
-
18.8%Fund Size - 15,583
-
28.1%Fund Size - 15,583
-
14.4%Fund Size - 15,583
-
- Equity .
- Large Cap .
-
- 1,517
-
11.1%Fund Size - 1,517
-
20.1%Fund Size - 1,517
-
13.9%Fund Size - 1,517
-
- Equity .
- Large Cap .
-
- 757
-
19.7%Fund Size - 757
-
23%Fund Size - 757
-
13.7%Fund Size - 757
Frequently Asked Questions
How to invest in JM Medium to Long Duration Fund – Direct Growth ?
You can invest in JM Medium to Long Duration Fund – Direct Growth in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for JM Medium to Long Duration Fund – Direct Growth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of JM Medium to Long Duration Fund – Direct Growth ?
The NAV of JM Medium to Long Duration Fund – Direct Growth is ₹59.1 as of 18 August 2023.
How to redeem JM Medium to Long Duration Fund – Direct Growth holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of JM Medium to Long Duration Fund – Direct Growth?
The minimum SIP amount of JM Medium to Long Duration Fund – Direct Growth is ₹500
How can I redeem my investments in JM Medium to Long Duration Fund – Direct Growth?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select JM Medium to Long Duration Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select JM Medium to Long Duration Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
How much returns have JM Medium to Long Duration Fund – Direct Growth generated ?
The JM Medium to Long Duration Fund – Direct Growth has delivered 5.3% since inception
What is the expense ratio of JM Medium to Long Duration Fund – Direct Growth ?
The expense ratio of JM Medium to Long Duration Fund – Direct Growth is 0.47 % as of 18 August 2023.
What is the AUM of JM Medium to Long Duration Fund – Direct Growth?
The AUM of JM Medium to Long Duration Fund – Direct Growth is ₹3,153 Cr as of 18 August 2023
What are the top stock holdings of JM Medium to Long Duration Fund – Direct Growth?
The top stock holdings of JM Medium to Long Duration Fund – Direct Growth are
- GSEC2027 - 39.79%
- GSEC2032 - 24.6%
- GSEC2032 - 23.36%
- TREPS - 6.99%
- Net CA & Others - 5.26%
Can I make investments in both the SIP and Lump Sum schemes of JM Medium to Long Duration Fund – Direct Growth?
Yes, You can select both SIP or Lumpsum investment of JM Medium to Long Duration Fund – Direct Growth based on your investment objective and risk tolerance.