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Fixed IncomeMedium to Long Duration

JM Medium to Long Dur Fund - Growth

3Y Annualised

7.08%

0.05% 1D

Fund Performance

Fund Multiplier

Fund Info

Peer Comparison

Fund Managers

AMC Details

Performance

1M Returns

1.29%

0.05% 1D

Benchmark

SBI Nifty 10 yr Benchmark G-Sec ETF

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

This Fund

10 years 2 months

NIFTY 50

5 years 5 months

FD

9 years 7 months

Fund info

Fund size

₹23.67 Cr

Min. SIP amount

₹100

Min. Lumpsum amount

₹1000

Exit load

0%

Nil

Risk Profile

Moderate Risk

Fund Managers

PP
Prashant PimpleFund Manager Since 1 Dec 2021
GW
Gurvinder WasanFund Manager Since 5 Apr 2022

About JM Medium to Long Dur Fund - Growth

JM Medium to Long Dur Fund - Growth is a Fixed Income mutual fund scheme from JM Financial Asset Management Limited. This fund has been in existence for 30 years, having been launched on 1995-04-01. JM Medium to Long Dur Fund - Growth has ₹23.67 Cr worth of assets under management (AUM) as of Fri May 09 2025. The latest Net Asset Value (NAV) of JM Medium to Long Dur Fund - Growth as of Mon May 05 2025 is ₹62.1576. The fund has an expense ratio of 1.06%, which is medium comparable to most other Fixed Income funds.

JM Medium to Long Dur Fund - Growth returns for the last 1 year are 10.63%. Since launch, it has delivered 6.25% average annual returns.

The JM Medium to Long Dur Fund - Growth has the majority of its money invested in null sectors.

Top 5 Holdings of JM Medium to Long Dur Fund - Growth.

  1. 6.79% Govt Stock 2034: 93.31%
  2. Corporate Debt Market Development Fund - Class A2 Units: 0.32%

AMC Information

NameJM Financial Asset Management Limited
Founding Date1995-04-01
Emailinvestor@jmfl.com
Phone+91 22 61987777
Websitewww.jmfinancialmf.com
AddressJM Financial Asset Management Private Limited,502, 5th Floor, A - Wing,,Laxmi Towers, Bandra-Kurla Complex,,Bandra-East

Tax Implications of JM Medium to Long Dur Fund - Growth

Short Term GainsIncome tax rate applicable to the Unitholders as per their income slabs.
Long Term GainsIncome tax rate applicable to the Unitholders as per their income slabs.

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