MG
MFGenie.ai
Medium to Long Durationdirectgrowth

JM Medium to Long Duration Fund (Direct) - Growth Option

JM Financial Mutual Fund · AMFI Code: 120430

₹70.3406

NAV as of 27 Mar 2026

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week-0.67%
1 Month-1.00%
3 Months-0.19%
6 Months+0.84%
1 Year+4.13%
3 Years (CAGR)+6.92%
5 Years (CAGR)+5.50%
10 Years (CAGR)+4.91%
Since Inception (Jan 2013)+5.59%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP+1.96%
3 Year SIP+5.99%
5 Year SIP+5.98%
Since Inception (Jan 2013)+5.13%

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 Code120430

Risk Metrics

Sharpe Ratio

Alpha

Beta

Sortino

Std Dev

Max Drawdown

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