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JM Medium to Long Duration Fund Direct Growth
Debt
Medium to Long Duration
Moderate Risk
+7.74%
3Y annualised
+0.06% 1D
NAV: 27 Feb '26
₹71.10
Min. for SIP
₹100
Fund size
₹30.32 Cr
Expense ratio
0.61%
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹62,199 | +3.67% | |
| 3 years | ₹1,80,000 | ₹2,01,092 | +11.72% | |
| 5 years | ₹3,00,000 | ₹3,49,506 | +16.50% | |
| 10 years | ₹6,00,000 | ₹7,71,607 | +28.60% |
Holdings (8)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| GOI | Sovereign | GOI Sec | 30.26% |
| GOI | Sovereign | GOI Sec | 16.86% |
| GOI | Sovereign | GOI Sec | 13.80% |
| REC Ltd. | Financial | Debenture | 8.32% |
| Bajaj Housing Finance Ltd. | Financial | Debenture | 8.12% |
| National Bank For Agriculture & Rural Development | Financial | Bonds | 6.64% |
| GOI | Sovereign | GOI Sec | 6.48% |
| GOI | Sovereign | GOI Sec | 3.25% |
Minimum investments
Min. for 1st investment
₹1,000
Min. for 2nd investment
₹100
Min. for SIP
₹100
Returns and rankings
Annualised returns
Absolute returns
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +7.7% | +5.8% | +5.1% | +5.7% |
| Category average (Debt Medium to Long Duration) | +6.8% | +5.2% | +6.4% | -- |
| Rank (Debt Medium to Long Duration) | 6 | 10 | 13 | -- |
Exit load, stamp duty and tax
Exit load
Nil
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
Returns are taxed as per your Income Tax slab.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
LIC MF Medium to Long Duration Fund Direct Growth | +7.11% | +8.38% | 200.91 | |
ICICI Prudential Bond Fund Direct Plan Growth | +6.80% | +8.11% | 2,916.99 | |
Kotak Bond Fund Direct Growth | +6.42% | +7.97% | 2,040.91 | |
HDFC Income Fund Direct Growth | +6.07% | +7.66% | 879.42 | |
Canara Robeco Income Direct Growth | +5.62% | +7.15% | 118.16 | |
| Compare | ||||
Fund management
KPKillol PandyaNov 2024 - PresentView details
KP
Killol Pandya
Nov 2024 - Present
View details
RFRuchi FozdarApr 2024 - PresentView details
RF
Ruchi Fozdar
Apr 2024 - Present
View details
JDJayant DhootAug 2025 - PresentView details
JD
Jayant Dhoot
Aug 2025 - Present
View details
About JM Medium to Long Duration Fund Direct Growth
JM Medium to Long Duration Fund Direct Growth is a Debt Mutual Fund Scheme launched by JM Financial Mutual Fund. This scheme was made available to investors on 15 Sep 1994. Killol Pandya is the Current Fund Manager of JM Medium to Long Duration Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹13,356 Cr and the Latest NAV as of 27 Feb 2026 is ₹71.10.
The JM Medium to Long Duration Fund Direct Growth is rated Moderate risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹1,000.
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Investment Objective
The 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 A-III Index
Fund house
Rank (total assets)#32 in India
Total AUM₹13,356.38 Cr
Date of Incorporation15 Sep 1994
Launch Date15 Sep 1994
AddressOne International Centre, 22nd Floor,Tower 2, Senapati Bapat Marg,Prabhadevi, Mumbai Mumbai 400013
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,