MF
MFGenie.ai
Medium to Long Term

JM Medium to Long Term Fund · Direct · Growth

JM Financial Mutual Fund

NAV

₹71.8730

as of 29 Sept 2026

Expense Ratio

0.59%

Viewing Direct · Growth
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Lumpsum returns (CAGR)

1Y
+3.11%
3Y
+6.50%
5Y
+5.26%
Since Inception
+5.54%

SIP returns (XIRR)

1Y
+2.74%
3Y
+5.20%
5Y
+5.76%
Since Inception
+5.08%

Performance Comparison

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Fund Details

Fund HouseJM Financial Mutual Fund
CategoryMedium to Long Term
Launch Date03 Jan 2013
AMFI Code120430
Transaction facts
Min. Lumpsum₹1,000
Min. SIP₹100
Exit LoadNil

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

What this fund does

JM Medium to Long Term Fund · Direct · Growth by JM Financial Mutual Fund is a Medium to Long Term fund that aims to generate optimal returns for investors based on its investment mandate. The fund follows a disciplined investment process aligned with SEBI regulations for the Medium to Long Term category.

About This Fund

JM Medium to Long Term Fund · Direct · Growth is a Medium to Long Term mutual fund offered by JM Financial Mutual Fund. The fund has been operational for over 13 years. The current expense ratio is 0.59%.

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