DEBT•MEDIUM TO LONG DURATION FUND
JM Medium To Long Duration Fund
3 Year return
7.08%
NAV on August 11, 2026
72.6114
1D Returns
+0.03%
Launched on January 2013(13 years)
Investment Details
₹1000
Minimum SIP Amount
₹1000
Minimum one time investment
Fund has no lock-in period
Calculate Returns
Based on past performance of this fund
₹
Your Investment₹3,600
Gain
11.69%₹421
Total Value ₹4,021
Risk Involved
Your principal will be at
Very High Risk
Scheme Information
Asset Under Management
₹30.13 Cr.
Expense Ratio
0.61% (inclusive of GST)
Exit Load
Nil
Ratings
1
Ratings by other agencies
Value Research
1
Crisil
0
Morning Star
2
Tax Implications
Tax on gains as per your income tax bracket
JM Financial Mutual Fund Manager
JD
Jayant Dhoot
Fund Manager since Aug 2025
KP
Killol Pandya
Fund Manager since Nov 2024
NK
Naghma Khoja
Fund Manager since Apr 2024
RF
Ruchi Fozdar
Fund Manager since Oct 2024
Fund House Details
JM Financial Mutual Fund
Asset management company
AUM
₹13,204.59 Cr.
No. of Schemes
99
Setup Date
15 September 1994
Peer Comparison
Comparison with other similar funds
| Funds | 3 Y Returns | ARQ Rating |
|---|---|---|
| UTI Medium To Long Duration Fund | 6.6786% | 4 |
| ICICI Prudential Bond Fund | 7.6643% | 5 |
| Kotak Bond Fund | 7.6138% | 4.5 |
Schemes by JM Financial Mutual Fund
List of mutual fund schemes by AMC
Funds
3 Years Returns
Hybrid . Aggressive Hybrid Fund
JM Aggressive Hybrid Fund Direct Bonus Principal Units Reinvestment0%
Key Features of The Fund
5-year return
5.7743%
Expense Ratio
0.61%
Fund Manager
Jayant Dhoot
Fund Size
₹30.13 Cr.
Risk Profile
Moderate
AMC Contact Details
| Name | JM Financial Mutual Fund |
| Launch Date | 15 September 1994 |
| Address | JM Financial Services Ltd. 5th Floor, Cnergy, Appasaheb Marathe Marg, Prabhadevi, Mumbai - 400 025. |
| Contact | 912267040404 |
| customer.support@jmfl.com | |
| Website | https://www.jmfinancialservices.in/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
Your Guide Map for Investing
Investing without setting a financial goal takes out the aspect of clarity for an investor. Once a goal is set such as purchasing that dream car, you need to determine the optimum SIP amount vis a vis to the number of years of investing. Angel One's SIP calculator can serve as a map to guide you to take the smoothest road to your goals by finding the optimum balance between the variables affecting the SIP.
FAQs
What is today's NAV of JM Medium To Long Duration Fund?
NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of JM Medium To Long Duration Fund on August 11, 2026, is ₹72.6114
What is the AUM of JM Medium To Long Duration Fund?
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of JM Medium To Long Duration Fund, is ₹30.13 crore.
What is the expense ratio of JM Medium To Long Duration Fund?
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of JM Medium To Long Duration Fund is 0.61%
What are the returns of JM Medium To Long Duration Fund since inception?
The JM Medium To Long Duration Fund was launched on January 01, 2013. The fund has delivered a CAGR of undefined since inception.
What is the minimum SIP amount to invest in JM Medium To Long Duration Fund?
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for JM Medium To Long Duration Fund is ₹1000.
How do I invest in JM Medium To Long Duration Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in JM Medium To Long Duration Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in JM Medium To Long Duration Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in JM Medium To Long Duration Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.
ENTER AMOUNT
₹
₹4,021 in 3Y at 7.0788% returns
SIP Date1st of every month
Your next SIP Payment will be on 11 September 2026
By proceeding, you accept AngelOne's T&C
