Medium to Long Durationdirectgrowth
JM Medium to Long Duration Fund (Direct) - Bonus Option - Principal Units
JM Financial Mutual Fund · AMFI Code: 120428
₹₹28.5560
NAV as of 27 Jan 2025
Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week+0.69%
1 Month+1.24%
3 Months+2.31%
6 Months+4.19%
1 Year+9.03%
3 Years (CAGR)+6.17%
5 Years (CAGR)+6.25%
10 Years (CAGR)+4.89%
Since Inception (Jan 2013)+6.08%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP+8.73%
3 Year SIP+7.65%
5 Year SIP+6.29%
Since Inception (Jan 2013)+5.35%
Fund Details
Fund HouseJM Financial Mutual Fund
CategoryMedium to Long Duration
Plan Typedirect
Optiongrowth
Min SIP₹500
Min Lumpsum₹1,000
Launch Date03 Jan 2013
AMFI Code120428
Risk Metrics
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Sharpe Ratio
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Alpha
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Beta
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Sortino
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Std Dev
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Max Drawdown
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