JM Medium To Long Duration Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹1,000

JM Medium To Long Duration Growth Direct Plan

NAV
₹69.4408
-0.07%
(13 Jun)
AUM
35 Cr
TER
0.62%
Risk
Moderate Risk
Rating
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+11.2%
+10.2%
+10.1%
+9.6%
+9.0%
+8.8%
3Y
+9.4%
+9.3%
+8.5%
+9.0%
+8.8%
+8.1%
5Y
+6.2%
+7.1%
+6.0%
+6.8%
+6.5%
+6.0%
ALL
+7.4%
+8.3%
+5.9%
+7.9%
+8.1%
+6.3%
VOL
2.7%
3.2%
3.2%
3.7%
3.7%
-
TER
0.2%
0.6%
0.6%
0.7%
0.7%
-
AUM
₹202 Cr
₹2,889 Cr
₹35 Cr
₹2,131 Cr
₹426 Cr
-
INFO
2.72
2.58
1.86
2.14
2.22
-
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
JM Medium To Long Duration (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st May
Top holdings
6.33% Gsec Mat - 05/05/2035
69.9%
6.79% Govt Stock 2034
18.3%
Ccil
10.9%
Net Receivable/Payable
0.7%
Corporate Debt Market Development Fund - Class A2 Units
0.2%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹1,000
Additional lumpsum
₹100
Portfolio turnover
-
Lock-in period
-
Exit load
No exit load
Fund objective
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

FAQs