JM Medium to Long Duration Fund - Regular plan : Overview, Performance, Portfolio | Mutual Fund | Value Research Get the latest information and complete track record of JM Medium to Long Duration Fund schemes, returns, latest NAV and ratings from independent mutual fund research house.

JM Medium to Long Duration Fund

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Riskometer

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Moderate

Value Research Rating

2 star

₹53.9670 -0.10%

As on 22-Sep-2023

Returns

This fund's returns are currently better than the category average.

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

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Calculate SIP Returns of JM Medium to Long Duration Fund

Upfront Investment

Monthly SIP Amount

Investment Duration

years

Risk info

This fund has Moderate risk.

low
Low to Moderate
Moderate
Moderately High
High
Very High

As per SEBI's Riskometer.

Portfolio of JM Medium to Long Duration Fund

This fund's portfolio is largely conservative

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

Asset Allocation

Split between different types of investments

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Credit Rating Weightage

Split between categories of Equity investments

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Peer Comparison

This fund compares better than its peers in most aspects.

Other details of JM Medium to Long Duration Fund

Assets info

₹23 Cr

Exit Load (Days) info

--

Min. Investment (₹)

1,000

Min. Withdrawal (₹)

500

Min. SIP Investment (₹)

100

Min. No of Cheques

12

FAQ for JM Medium to Long Duration Fund

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
See More

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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