
JM Medium to Long Duration Fund Regular - Growth Option
Fixed Income
Medium to Long Duration Fund
JM Medium to Long Duration Fund Regular Returns
NAV: ₹63.59
As of 2026-10-21
2.95%
1yr
6.03%
3yr
4.76%
5yr
All
JM Medium to Long Duration Fund Regular Return Calculator
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JM Medium to Long Duration Fund Regular Overview
About JM Medium to Long Duration Fund Regular - Growth Option
The JM Medium to Long Duration Fund Regular - Growth Option , a Medium to Long Duration Fund multi-cap fund Open Ended Mutual Funds from JM Financial Asset Management Private Limited, has remained a continuous performer in the Indian mutual fund industry since its inception in 2001. With a diversified portfolio across large cap fund , mid cap fund , and small-cap fund , the fund aims to generate long-term capital appreciation for its investors.
JM Medium to Long Duration Fund Regular - Growth Option - Performance
The JM Medium to Long Duration Fund Regular - Growth Option has set a great track record, delivering an impressive 1-year return of 2.95. The fund has also doubled the invested amount every 3 years, demonstrating its ability to generate wealth over the long term. It has an AUM of Rs ₹30.21 Cr. and the latest NAV declared is 63.5858 as on 2026-10-21.
JM Medium to Long Duration Fund Regular - Growth Option - Investment Strategy
The JM Medium to Long Duration Fund Regular - Growth Option follows a multi-cap investment strategy, investing primarily in equity and equity-related securities across market capitalizations. This diversified approach helps to reduce risk and capture growth opportunities across various market segments. The fund's sector allocation reflects its focus on growth-oriented sectors, with significant exposure to Financial, Energy, Healthcare, Technology, and Automobile sectors.
JM Medium to Long Duration Fund Regular - Growth Option - Fees and Expenses
The JM Medium to Long Duration Fund Regular - Growth Option has an expense ratio of 0.89 , which is in line with the average expense ratio for multi-cap funds. The fund also charges an exit load of null if redeemed within 1 year of investment.
JM Medium to Long Duration Fund Regular - Growth Option - SIP Planning
The JM Medium to Long Duration Fund Regular - Growth Option, provides a broad range of SIP plans, which can be customised according to your needs and suitability. JM Medium to Long Duration Fund Regular - Growth Option is feasible and convenient to use. This is the best SIP Plan to invest and provides a financial support to the investors. This particular Medium to Long Duration Fund provides you a SIP calculator to calculate your best mutual returns on your your best investment plan. As per your calculations on the Medium to Long Duration Fund Calculator, you can invest accordingly in any of the category and get your desired financial dreams achieved.
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Lock-in Period
Nil
Min SIP
1000
Min Lumpsum
₹1,000
Fund Size(Cr)
₹30
Expense Ratio
0.89%
Exit Load
Nil
JM Medium to Long Duration Fund Regular Holdings
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JM Medium to Long Duration Fund Regular AMC Details
Fund House
JM Financial Asset Management Private Limited
Fund Manager
Asit Bhandarkar
Launch Date
01-Feb-95
Email
Address
505, 5th Floor, Laxmi Towers, Bandra-Kurla Complex, Mumbai: 400 051
Website
SID
JM Medium to Long Duration Fund Regular FAQs
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Disclaimer
Past performance is not an indicator of future returns.
Mutual Fund investments are subject to market risks, read all scheme related documents and Terms & Conditions carefully for more information.
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