ZFunds
fund_image

JM Medium to Long Duration Fund Regular - Growth Option

Fixed Income

Medium to Long Duration Fund

share

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

Oct-25Feb-26Mar-26Jul-26Oct-26

JM Medium to Long Duration Fund Regular Return Calculator

Select Investment Type

Monthly SIP

Lumpsum

Daily SIP

Invested Amount
₹0
Up By
NaN%
Your wealth in 0
₹0
Total Gain
₹0

JM Medium to Long Duration Fund Regular Overview

arrow

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.

... Read More

icon

Lock-in Period

Nil

icon

Min SIP

1000

icon

Min Lumpsum

₹1,000

icon

Fund Size(Cr)

₹30

icon

Expense Ratio

0.89%

icon

Exit Load

Nil

JM Medium to Long Duration Fund Regular Holdings

arrow

JM Medium to Long Duration Fund Regular Riskometer

arrow
riskometer

JM Medium to Long Duration Fund Regular AMC Details

arrow

JM Medium to Long Duration Fund Regular FAQs

arrow

How can I invest in the JM Medium to Long Duration Fund Regular ?

arrow

What are the historical returns of the JM Medium to Long Duration Fund Regular ?

arrow

What is the Net Asset Value (NAV) of JM Medium to Long Duration Fund Regular currently?

arrow

Is JM Medium to Long Duration Fund Regular a good investment option for me?

arrow

What are the expense ratios associated with JM Medium to Long Duration Fund Regular ?

arrow

Can I invest in both SIP and Lump Sum plans for JM Medium to Long Duration Fund Regular ?

arrow

How can I redeem my investments in the JM Medium to Long Duration Fund Regular ?

arrow

What is the current Asset Under Management (AUM) for JM Medium to Long Duration Fund Regular ?

arrow

How can I invest in the JM Medium to Long Duration Fund Regular through SIPs of INR 1000 per month?

arrow

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.