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
₹68.9112
-0.26%
(25 Apr)
AUM
24 Cr
TER
0.53%
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
+12.1%
+11.7%
+11.4%
+11.3%
+11.3%
+10.2%
3Y
+8.6%
+8.5%
+8.6%
+10.5%
+7.5%
+7.5%
5Y
+6.5%
+7.5%
+6.8%
+9.3%
+6.1%
+6.3%
ALL
+7.4%
+8.3%
+8.2%
+7.2%
+5.9%
+6.3%
VOL
2.7%
3.2%
3.7%
4.9%
3.2%
-
TER
0.2%
0.6%
0.7%
1.2%
0.5%
-
AUM
₹191 Cr
₹2,837 Cr
₹420 Cr
₹320 Cr
₹24 Cr
-
INFO
2.72
2.59
2.24
1.47
1.85
-
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 Mar
Top holdings
6.79% Govt Stock 2034
82.5%
6.92% Govt Stock 2039
10.8%
Ccil
3.6%
Net Receivable/Payable
2.8%
Corporate Debt Market Development Fund - Class A2 Units
0.3%
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