JM Medium to Long Term Fund - Direct Plan does not yet have a 5-year performance history.
The average return for Medium to Long Duration funds is 33.07% .
The fund currently owns more than 0 stocks.
The top 10 holdings account for 0.00% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 7.48% | 2.74% |
| 2 Year Return | 21.25% | 8.74% |
| 3 Year Return | 29.52% | 15.75% |
| 4 Year Return | 34.47% | 24.61% |
| 5 Year Return | 36.64% | 33.07% |
| 6 Year Return | 47.22% | 42.97% |
| 7 Year Return | 67.05% | 54.71% |
| Expense Ratio | 0.50% | - |
AMC: JM FINANCIAL
Category: Debt • Medium to Long Duration
Launch Date: 01 Jan 2013
Fund Manager: Mr. Killol Pandya
Minimum Purchase: ₹1,000
Exit Load:
Lock-in: 1
Risk: Low Risk
JM Medium to Long Term Fund - Direct Plan is managed by JM FINANCIAL and belongs to the Debt category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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