JM
JM Medium to Long Term Fund Direct Growth
Latest NAV
+2.73% 1Y
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Benchmark: CRISIL Medium to Long Duration Debt A-III Index
Expense ratio
0.59%
AUM
₹30 Cr
Min SIP
₹1,000
Min lump sum
₹1,000
1Y
+2.73%
3Y (ann.)
+6.45%
5Y (ann.)
+5.25%
Launched
Jan 2013
Where the NAV sits & how risky it is
₹71.77
52-week range
at 67%
₹71.77
Low 06 Oct 2025₹69.97
High 13 Aug 2026₹72.66
Risk level
Moderate
Low
Very high
NAV history
04 Jan 2013
Since inception
01 Oct 2026
Returns by period
1W
-0.29%
1M
-0.62%
3M
-0.52%
6M
+2.14%
1Y
+2.73%
3Y
+6.45%
5Y
+5.25%
3Y and 5Y returns are annualised.
Return calculator
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Projected value
min SIP ₹1,000
Estimate only. It assumes the selected past return repeats every year; 3Y and 5Y figures are taken as annualised. Actual returns vary and are not guaranteed.
Where your money goes
Sector allocation is published for schemes that buy shares directly. This is a debt scheme.
About this scheme
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.
Fund manager(s): Killol Pandya, Naghma Khoja, Ruchi Fozdar, Jayant Dhoot
Exit load: No charges for withdrawal
Scheme snapshot
VR Rating
MS Rating
Plan
Growth
Type
DIRECT
Inception
01 Jan 2013
Lump-sum min
₹1,000
SIP
Purchase
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STP
SWP
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