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Value Research Rating
As on 22-Sep-2023
This fund’s holdings are mostly in Large Cap stocks and in debt instruments, which means it’s following
a conservative investment strategy. Last updated 2 days ago. Learn More
As per SEBI's Riskometer.
This fund’s holdings are mostly in Large Cap stocks and in debt instruments, which means it’s following a
conservative investment strategy. Last updated 2 days ago.Learn More
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
|---|---|---|---|---|---|---|
|
JM Medium to Long Duration Fund
|
|
|
Moderate
|
Please wait... |
1.03 |
|
 |
|
Moderate
|
Please wait... |
1.11 |
||
|
|
Moderately High
|
Please wait... |
1.46 |
||
 |
|
Moderate
|
Please wait... |
1.09 |
||
|
|
Moderate
|
Please wait... |
1.76 |
1 min read•By News Desk
1 min read
JM Medium to Long Duration Fund is mandated to invest in bonds such that the duration of the portfolio is between four to seven years.
Mutual funds can be bought directly from the website of the fund house. For instance, JM Medium to Long Duration Fund fund can be purchased from the website of JM Financial Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of JM Medium to Long Duration Fund is ₹53.9670 as of 23-Sep-2023.
The AUM of JM Medium to Long Duration Fund Fund is ₹23 Cr as of 31-Aug-2023
The riskometer level of JM Medium to Long Duration Fund is Moderate. See More
| Company | Percentage of Portfolio |
|---|---|
|
GOI Sec 7.26 06/02/2033 |
40.10
|
|
GOI Sec 7.06 10/04/2028 |
35.29
|
|
GOI GOI Sec 7.10 18/04/2029 |
13.24
|
As of 31-Aug-2023, JM Medium to Long Duration Fund had invested 88.63% in Debt and 11.37% in Cash & Cash Eq. See More
JM Medium to Long Duration Fund is 28 years 6 months old. It has delivered 6.09% returns since inception. See More
|
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
|---|---|---|---|---|---|
|
6.56%
|
3.03%
|
2.54%
|
2.91%
|
4.37%
|
6.09%
|
The minimum SIP amount of JM Medium to Long Duration Fund is ₹100.
No, There is no lock in period in JM Medium to Long Duration Fund.
The expense ratio of JM Medium to Long Duration Fund is 1.03%.
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