NAV
₹72.3308
as of 03 Aug 2026
Expense Ratio
—
see scheme documents
Viewing Direct · Growth
Lumpsum returns (CAGR)
- 1Y
- +3.67%
- 3Y
- +6.98%
- 5Y
- +5.68%
- Since Inception
- +5.66%
SIP returns (XIRR)
- 1Y
- +4.98%
- 3Y
- +6.26%
- 5Y
- +6.36%
- Since Inception
- +5.28%
Performance Comparison
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Fund Details
Fund HouseJM Financial Mutual Fund
CategoryMedium to Long Duration
Launch Date03 Jan 2013
AMFI Code120430
Transaction facts
Min. Lumpsum₹5,000
Min. SIP₹500
Exit LoadNil
Available transactions
PurchaseSIPRedeemSWPSwitchSTPDemat
Investment Objective
JM Medium to Long Duration Fund · Direct · Growth by JM Financial Mutual Fund is a Medium to Long Duration 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 Duration category.
About This Fund
JM Medium to Long Duration Fund · Direct · Growth is a Medium to Long Duration mutual fund offered by JM Financial Mutual Fund. The fund has been operational for over 13 years.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations