JM Medium to Long Duration Fund Growth

Debt
Medium to Long Duration
Moderate Risk
4.88%
3Y annualised
+0.14% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 30 Oct 2024₹58.69
Min. SIP amountNot Supported
Rating2
Fund size₹27.70Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)

Returns and rankings

Category: Debt Medium to Long Duration
Annualised returns
Absolute returns
1Y3Y5YAll
Fund returns9.1%4.9%5.2%6.2%
Category average9.4%5.6%6.0%NA
Rank with in category9911NA
Understand terms

Holdings (5)

NameSectorInstrumentAssets
GOI
SovereignGOI Sec41.00%
GOI
SovereignGOI Sec35.13%
GOI
SovereignGOI Sec7.40%
GOI
SovereignGOI Sec1.88%
GOI
SovereignGOI Sec1.85%

Expense ratio, exit load and tax

Expense ratio: 1.08%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Naghma Khoja
Apr 2024 - Present
View details

Fund house & investment objective

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
NA
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

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