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JM Medium to Long Duration Fund Direct Growth

JM Medium to Long Duration Fund Direct Growth

Debt
Medium to Long Duration
Moderate Risk
+7.32%
3Y annualised
-0.29% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 06 Feb '26
₹70.55
Min. SIP amount
₹100
Fund size
₹30.60 Cr
Expense ratio
0.61%

Return calculator

Monthly SIP
One time
Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
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%

Holdings (7)

NameSectorInstrumentsAssets
GOISovereignGOI Sec30.00%
GOISovereignGOI Sec29.97%
REC Ltd.FinancialDebenture8.33%
Bajaj Housing Finance Ltd.FinancialDebenture8.12%
National Bank For Agriculture & Rural DevelopmentFinancialBonds6.62%
GOISovereignGOI Sec6.44%
GOISovereignGOI Sec3.26%

Minimum investments

Min. for 1st investment
₹1,000
Min. for 2nd investment
₹100
Min. for SIP
₹100

Returns and rankings

Annualised returns
Absolute returns
Name3Y5Y10YAll
Fund returns+7.3%+5.5%+5.1%+5.7%
Category average (Debt Medium to Long Duration)+6.8%+5.2%+6.4%--
Rank (Debt Medium to Long Duration)61113--

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

Name1Y3YFund Size(Cr)
LIC MF Medium to Long Duration Fund Direct Growth
LIC MF Medium to Long Duration Fund Direct Growth
+6.04%+7.91%199.40
ICICI Prudential Bond Fund Direct Plan Growth
ICICI Prudential Bond Fund Direct Plan Growth
+5.95%+7.79%2,916.99
Kotak Bond Fund Direct Growth
Kotak Bond Fund Direct Growth
+5.18%+7.58%2,040.91
HDFC Income Fund Direct Growth
HDFC Income Fund Direct Growth
+4.72%+7.19%879.42
Canara Robeco Income Direct Growth
Canara Robeco Income Direct Growth
+4.50%+6.74%118.16
Compare

Fund management

KP
Killol Pandya
Nov 2024 - Present
View details

Education
Mr. Pandya is a B.Com (H) from N.M College of Commerce, DPCM from ICFAI and MMS (Finance) from K.J. Somaiya Institute of Management Studies and Research.
Experience
Prior to joining JM Financial Asset Management Limited he has worked with Barclays Securities India Private Ltd,Peerless Funds Management Co. Limited, LIC Nomura Mutual Fund AMC , Daiwa Asset Management (India) Pvt. Ltd., SBI Funds Management Pvt Ltd., IL&FS Investsmart Ltd. and Darashaw & Co. Pvt. Ltd.

RF
Ruchi Fozdar
Apr 2024 - Present
View details

Education
Ms. Ruchi is a graduate in science and PGDBM in finance
Experience
Prior to joining JM Mutual Fund, she was associated with few brokers and institutions like Reliance Life Insurance Co. Ltd. and Mahindra Manulife Mutual Fund

JD
Jayant Dhoot
Aug 2025 - Present
View details

Education
Chartered Accountant, Company Secretary, B.Com
Experience
Prior to joining the JM MF, he was worked with Taurus Corporate Advisory Services Pvt Ltd, Nuvama Wealth & Investment Ltd, NVS Brokerage Pvt. Ltd.

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 ₹13,584 Cr and the Latest NAV as of 06 Feb 2026 is ₹70.55. 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. ;

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
Scheme Information Document(SID)

Fund house

AMC Image
JM Financial Mutual Fund
Rank (total assets)#32 in India
Total AUM₹13,583.66 Cr
Date of Incorporation15 Sep 1994
Phone022-33797777 / 1800-103-8345
E-mailNA
Websitehttp://www.JMFinancialmf.com
Launch Date15 Sep 1994
AddressOne International Centre, 22nd Floor,Tower 2, Senapati Bapat Marg,Prabhadevi, Mumbai Mumbai 400013
CustodianHDFC Bank
Registrar & Transfer AgentKFin Tech
Email[email protected]
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,
Vaishnavi Tech Park, South Tower, 3rd FloorSarjapur Main Road, Bellandur, Bengaluru – 560103Karnataka
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