How to Invest in JM Medium to Long Duration Fund Direct Bonus?

You can easily invest in JM Medium to Long Duration Fund Direct Bonus in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for JM Medium to Long Duration Fund Direct Bonus from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in JM Medium to Long Duration Fund Direct Bonus as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does JM Medium to Long Duration Fund Direct Bonus provide?

The JM Medium to Long Duration Fund Direct Bonus has been there from 01 Jan 2013 and the average annual returns provided by this fund is 5.80% since its inception.

How much expense ratio is charged by JM Medium to Long Duration Fund Direct Bonus?

The term Expense Ratio used for JM Medium to Long Duration Fund Direct Bonus or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of JM Medium to Long Duration Fund Direct Bonus is 0.47% as of 03 Dec 2023...

What is the AUM of JM Medium to Long Duration Fund Direct Bonus?

The AUM, short for Assets Under Management of JM Medium to Long Duration Fund Direct Bonus is ₹21.02Cr as of 03 Dec 2023.

How to Redeem JM Medium to Long Duration Fund Direct Bonus?

If you want to sell your JM Medium to Long Duration Fund Direct Bonus holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

Can I invest in SIP and Lump Sum of JM Medium to Long Duration Fund Direct Bonus?

You can select either SIP or Lumpsum investment of JM Medium to Long Duration Fund Direct Bonus based on your investment objective and risk tolerance.

What is the NAV of JM Medium to Long Duration Fund Direct Bonus?

The NAV of JM Medium to Long Duration Fund Direct Bonus is ₹25.74 as of 01 Dec 2023.

What is the PE and PB ratio of JM Medium to Long Duration Fund Direct Bonus?

The PE ratio ratio of JM Medium to Long Duration Fund Direct Bonus is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

JM Medium to Long Duration Fund Direct Bonus - NAV, Mutual Fund Performance & Portfolio

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JM Medium to Long Duration Fund Direct Bonus
Debt
Medium to Long Duration
Moderate Risk
3.43%
3Y annualised
-0.05% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 01 Dec 2023₹25.74
Min. SIP amountNot Supported
Rating2
Fund size₹21.02Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Debt Medium to Long Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns5.8%3.4%3.0%5.3%
Category average5.2%3.7%5.8%NA
Rank with in category71012NA
Understand terms
Holdings (4)NameSectorInstrumentAssets
GOI
SovereignGOI Sec23.5%
GOI
SovereignGOI Sec23.5%
GOI
SovereignGOI Sec18.9%
GOI
SovereignGOI Sec14.1%
DisclaimerThis content is derived from publicly available information, internal sources, and other third-party sources believed to be reliable. We, at Nextbillion Technology Pvt. Ltd. (Groww), do not guarantee the accuracy of such information, or assure its completeness, or warrant that such information will not be changed.
All comparisons are done with the category average metrics for this category.
Pros and cons
Category: Debt Medium to Long Duration
Pros
Cons
Exit load is zero
3Y, 5Y and 10Y annualised returns lower than category average
Lower expense ratio: 0.47%
Low rating: 2
Average credit rating of the fund's holdings: AAA
This fund has holdings of the highest quality
1Y annualised returns higher than category average by 0.56%
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
27 Nov 2023 - Present
0.47%
26 Nov 2023 - 27 Nov 2023
0.47%
25 Nov 2023 - 26 Nov 2023
0.47%
24 Nov 2023 - 25 Nov 2023
0.47%
23 Nov 2023 - 24 Nov 2023
0.47%
22 Nov 2023 - 23 Nov 2023
0.47%
21 Nov 2023 - 22 Nov 2023
0.47%
20 Nov 2023 - 21 Nov 2023
0.47%
19 Nov 2023 - 20 Nov 2023
0.47%
18 Nov 2023 - 19 Nov 2023
0.47%
17 Nov 2023 - 18 Nov 2023
0.47%
16 Nov 2023 - 17 Nov 2023
0.47%
15 Nov 2023 - 16 Nov 2023
0.47%
14 Nov 2023 - 15 Nov 2023
0.47%
13 Nov 2023 - 14 Nov 2023
0.47%
12 Nov 2023 - 13 Nov 2023
0.47%
11 Nov 2023 - 12 Nov 2023
0.47%
10 Nov 2023 - 11 Nov 2023
0.47%
09 Nov 2023 - 10 Nov 2023
0.47%
08 Nov 2023 - 09 Nov 2023
0.47%
07 Nov 2023 - 08 Nov 2023
0.47%
06 Nov 2023 - 07 Nov 2023
0.47%
05 Nov 2023 - 06 Nov 2023
0.47%
04 Nov 2023 - 05 Nov 2023
0.47%
03 Nov 2023 - 04 Nov 2023
0.47%
02 Nov 2023 - 03 Nov 2023
0.47%
01 Nov 2023 - 02 Nov 2023
0.47%
31 Oct 2023 - 01 Nov 2023
0.47%
30 Oct 2023 - 31 Oct 2023
0.47%
29 Oct 2023 - 30 Oct 2023
0.47%
28 Oct 2023 - 29 Oct 2023
0.47%
27 Oct 2023 - 28 Oct 2023
0.47%
26 Oct 2023 - 27 Oct 2023
0.47%
25 Oct 2023 - 26 Oct 2023
0.47%
24 Oct 2023 - 25 Oct 2023
0.47%
23 Oct 2023 - 24 Oct 2023
0.47%
22 Oct 2023 - 23 Oct 2023
0.47%
21 Oct 2023 - 22 Oct 2023
0.47%
20 Oct 2023 - 21 Oct 2023
0.49%
19 Oct 2023 - 20 Oct 2023
0.49%
18 Oct 2023 - 19 Oct 2023
0.49%
17 Oct 2023 - 18 Oct 2023
0.49%
16 Oct 2023 - 17 Oct 2023
0.49%
15 Oct 2023 - 16 Oct 2023
0.49%
14 Oct 2023 - 15 Oct 2023
0.49%
13 Oct 2023 - 14 Oct 2023
0.49%
12 Oct 2023 - 13 Oct 2023
0.49%
11 Oct 2023 - 12 Oct 2023
0.49%
10 Oct 2023 - 11 Oct 2023
0.49%
09 Oct 2023 - 10 Oct 2023
0.49%
08 Oct 2023 - 09 Oct 2023
0.49%
07 Oct 2023 - 08 Oct 2023
0.49%
06 Oct 2023 - 07 Oct 2023
0.49%
05 Oct 2023 - 06 Oct 2023
0.49%
04 Oct 2023 - 05 Oct 2023
0.49%
03 Oct 2023 - 04 Oct 2023
0.49%
02 Oct 2023 - 03 Oct 2023
0.49%
01 Oct 2023 - 02 Oct 2023
0.49%
30 Sep 2023 - 01 Oct 2023
0.49%
29 Sep 2023 - 30 Sep 2023
0.49%
28 Sep 2023 - 29 Sep 2023
0.49%
27 Sep 2023 - 28 Sep 2023
0.49%
26 Sep 2023 - 27 Sep 2023
0.49%
25 Sep 2023 - 26 Sep 2023
0.49%
24 Sep 2023 - 25 Sep 2023
0.49%
23 Sep 2023 - 24 Sep 2023
0.49%
22 Sep 2023 - 23 Sep 2023
0.49%
21 Sep 2023 - 22 Sep 2023
0.49%
20 Sep 2023 - 21 Sep 2023
0.49%
19 Sep 2023 - 20 Sep 2023
0.49%
18 Sep 2023 - 19 Sep 2023
0.49%
17 Sep 2023 - 18 Sep 2023
0.49%
16 Sep 2023 - 17 Sep 2023
0.49%
15 Sep 2023 - 16 Sep 2023
0.48%
14 Sep 2023 - 15 Sep 2023
0.48%
13 Sep 2023 - 14 Sep 2023
0.48%
12 Sep 2023 - 13 Sep 2023
0.48%
11 Sep 2023 - 12 Sep 2023
0.48%
10 Sep 2023 - 11 Sep 2023
0.48%
09 Sep 2023 - 10 Sep 2023
0.48%
08 Sep 2023 - 09 Sep 2023
0.48%
07 Sep 2023 - 08 Sep 2023
0.48%
06 Sep 2023 - 07 Sep 2023
0.48%
05 Sep 2023 - 06 Sep 2023
0.48%
04 Sep 2023 - 05 Sep 2023
0.48%
03 Sep 2023 - 04 Sep 2023
0.48%
02 Sep 2023 - 03 Sep 2023
0.48%
01 Sep 2023 - 02 Sep 2023
0.48%
31 Aug 2023 - 01 Sep 2023
0.48%
31 Jul 2023 - 31 Aug 2023
0.49%
30 Jun 2023 - 31 Jul 2023
0.47%
31 May 2023 - 30 Jun 2023
0.48%
30 Apr 2023 - 31 May 2023
0.46%
31 Mar 2023 - 30 Apr 2023
0.48%
28 Feb 2023 - 31 Mar 2023
0.48%
31 Jan 2023 - 28 Feb 2023
0.48%
31 Dec 2022 - 31 Jan 2023
0.48%
31 Dec 2022 - 31 Dec 2022
0.48%
31 Dec 2022 - 31 Dec 2022
0.48%
30 Nov 2022 - 31 Dec 2022
0.48%
30 Nov 2022 - 30 Nov 2022
0.48%
30 Nov 2022 - 30 Nov 2022
0.48%
31 Oct 2022 - 30 Nov 2022
0.48%
31 Oct 2022 - 31 Oct 2022
0.48%
31 Oct 2022 - 31 Oct 2022
0.48%
31 Oct 2022 - 31 Oct 2022
0.48%
30 Sep 2022 - 31 Oct 2022
0.48%
30 Sep 2022 - 30 Sep 2022
0.48%
30 Sep 2022 - 30 Sep 2022
0.48%
31 Aug 2022 - 30 Sep 2022
0.48%
31 Aug 2022 - 31 Aug 2022
0.48%
31 Aug 2022 - 31 Aug 2022
0.48%
31 Jul 2022 - 31 Aug 2022
0.48%
31 Jul 2022 - 31 Jul 2022
0.48%
30 Jun 2022 - 31 Jul 2022
0.48%
30 Jun 2022 - 30 Jun 2022
0.48%
31 May 2022 - 30 Jun 2022
0.48%
31 May 2022 - 31 May 2022
0.48%
30 Apr 2022 - 31 May 2022
0.48%
30 Apr 2022 - 30 Apr 2022
0.48%
31 Mar 2022 - 30 Apr 2022
0.48%
31 Mar 2022 - 31 Mar 2022
0.48%
28 Feb 2022 - 31 Mar 2022
0.48%
28 Feb 2022 - 28 Feb 2022
0.48%
31 Jan 2022 - 28 Feb 2022
0.48%
31 Dec 2021 - 31 Jan 2022
0.54%
30 Nov 2021 - 31 Dec 2021
0.31%
31 Oct 2021 - 30 Nov 2021
0.32%
30 Sep 2021 - 31 Oct 2021
0.34%
31 Aug 2021 - 30 Sep 2021
0.32%
31 Jul 2021 - 31 Aug 2021
0.32%
Expense ratio, exit load and taxExpense ratio: 0.47%Inclusive of GST
Exit loadNil
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed as per your Income Tax slab.
Understand terms
Check past data
Minimum investment amountsMin. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported
Fund managementShalini Tibrewala
Oct 2022 - Present
View details
Education
Ms. Tibrewala is a B.Com (H), ACA and CS.
Experience
She has been associated with JM Financials since 2003.
Also manages these schemes
JM Liquid Fund Direct Growth
JM Medium to Long Duration Fund Direct Growth
JM Dynamic Bond Fund Direct Growth
JM Liquid Fund Unclaimed Redemption
JM Money Market Fund Direct Plan Growth
JM Low Duration Fund Direct Plan Growth
JM Overnight Fund Direct Growth
JM Corporate Bond Fund Direct Growth
JM Short Duration Fund Direct Growth
Gurvinder Singh Wasan
Apr 2022 - Present
View details
Education
Mr. Wasan is a Chartered Accountant, CFA and Master of Commerce from Mumbai University.
Experience
Prior to joining Principal Mutual Fund, he has worked with Crisil Ltd. and ICICI Bank Ltd.
Also manages these schemes
Principal Credit Risk Fund Direct Growth
Principal Equity Savings Fund - Direct - Growth
Principal Corporate Bond Fund Direct Growth
JM Medium to Long Duration Fund Direct Growth
JM Dynamic Bond Fund Direct Growth
JM Arbitrage Fund Direct Growth
JM Aggressive Hybrid Fund Direct Growth
JM Value Fund Direct Plan Growth
JM Focused Direct Plan Growth
JM Large Cap Fund Direct Plan Growth
JM Flexicap Fund Direct Plan Growth
JM ELSS Tax Saver Fund Direct Plan Growth
JM Low Duration Fund Direct Plan Growth
JM Short Duration Fund Direct Growth
JM Midcap Fund Direct Growth
Fund house & investment objective
JM Financial Mutual Fund
Rank (total assets)#32 in India
Total AUM₹1,917.53Cr
Date of Incorporation15 Sep 1994
 JM Medium to Long Duration Fund Direct Bonus is a Debt Mutual Fund Scheme launched by JM Financial Mutual Fund. This scheme was made available to investors on 15 Sep 1994. Vikas Agarwal is the Current Fund Manager of JM Medium to Long Duration Fund Direct Bonus fund. The fund currently has an Asset Under Management(AUM) of ₹1,918 Cr and the Latest NAV as of 01 Dec 2023 is ₹25.74.
The JM Medium to Long Duration Fund Direct Bonus is rated Moderate risk. Minimum SIP Investment is set to ₹100.
;
Investment ObjectiveThe scheme seeks to provide high degree of liquidity, along with current income and capital preservation through a mix of debt and equity.
;
Fund benchmarkCRISIL Medium to Long Duration Debt B-III Index
Scheme Information Document(SID)
Fund house contact details
Address
Office B-8th Floor-Cnergy,Appasaheb Marathe Marg,Prabhadevi, Mumbai 400025
Phone
022-33797777 / 1800-103-8345
Launch Date
15 Sep 1994
E-mail
[email protected]
Website
www.JMFinancialmf.com
JM Financial Mutual Fund
Asset Management Company
Custodian
HDFC Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Email
[email protected]
Website
www.karvymfs.com
Compare funds
JM Medium to Long Duration Fund Direct Bonus
VS
Add mutual fund to compare

	1Y	3Y	5Y	All
Fund returns	5.8%	3.4%	3.0%	5.3%
Category average	5.2%	3.7%	5.8%	NA
Rank with in category	7	10	12	NA

Name	Sector	Instrument	Assets
GOI	Sovereign	GOI Sec	23.5%
GOI	Sovereign	GOI Sec	23.5%
GOI	Sovereign	GOI Sec	18.9%
GOI	Sovereign	GOI Sec	14.1%

Rank (total assets)	#32 in India
Total AUM	₹1,917.53Cr

Date of Incorporation	15 Sep 1994

Fund benchmark	CRISIL Medium to Long Duration Debt B-III Index

Vaishnavi Tech Park, 3rd & 4th Floor
Sarjapur Main Road, Bellandur
Bengaluru – 560103
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Min. for 1st investment	Not Supported
Min. for 2nd investment onwards	Not Supported

Rating	2
Fund size	₹21.02Cr

JM Medium to Long Duration Fund Direct Bonus

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Holdings (4)

Disclaimer

Pros and cons

Pros

Cons

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 0.47%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

Shalini TibrewalaOct 2022 - PresentView details

Gurvinder Singh WasanApr 2022 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

Shalini Tibrewala
Oct 2022 - Present
View details

Gurvinder Singh Wasan
Apr 2022 - Present
View details