How to Invest in JM Medium to Long Duration Fund Growth?

You can easily invest in JM Medium to Long Duration Fund Growth 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 Growth 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 Growth as SIP or lumpsum as per your investment objective and risk tolerance

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

The JM Medium to Long Duration Fund Growth has been there from 01 Apr 1995 and the average annual returns provided by this fund is 2.55% since its inception.

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

The term Expense Ratio used for JM Medium to Long Duration Fund Growth 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 Growth is 1.03% as of 03 Feb 2023...

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

The AUM, short for Assets Under Management of JM Medium to Long Duration Fund Growth is ₹20.32Cr as of 03 Feb 2023.

How to Redeem JM Medium to Long Duration Fund Growth?

If you want to sell your JM Medium to Long Duration Fund Growth 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 Growth?

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

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

The NAV of JM Medium to Long Duration Fund Growth is ₹51.88 as of 02 Feb 2023.

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

The PE ratio ratio of JM Medium to Long Duration Fund Growth 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 Growth - NAV, Mutual Fund Performance & Portfolio

JM Medium to Long Duration Fund Growth
Debt
Medium to Long Duration
Moderate Risk
4.24%
3Y annualised
-0.06% 1D
1M
6M
1Y
3Y
5Y
All
 NAV: 02 Feb 2023₹51.88
Min. SIP amountNot Supported
Rating2
Fund size₹20.32Cr
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 returns2.5%4.2%2.3%6.1%
Category average4.2%5.2%5.8%NA
Rank with in category101012NA
Understand terms
Holdings (3)NameSectorInstrumentAssets
GOISovereignGOI Sec39.6%
GOISovereignGOI Sec24.5%
GOISovereignGOI Sec23.3%
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
31 Dec 2022 - Present
1.03%
31 Dec 2022 - 31 Dec 2022
1.03%
30 Nov 2022 - 31 Dec 2022
1.03%
30 Nov 2022 - 30 Nov 2022
1.03%
30 Nov 2022 - 30 Nov 2022
1.03%
31 Oct 2022 - 30 Nov 2022
1.03%
31 Oct 2022 - 31 Oct 2022
1.03%
31 Oct 2022 - 31 Oct 2022
1.03%
31 Oct 2022 - 31 Oct 2022
1.03%
30 Sep 2022 - 31 Oct 2022
1.03%
30 Sep 2022 - 30 Sep 2022
1.03%
30 Sep 2022 - 30 Sep 2022
1.03%
31 Aug 2022 - 30 Sep 2022
1.03%
31 Aug 2022 - 31 Aug 2022
1.03%
31 Aug 2022 - 31 Aug 2022
1.03%
31 Jul 2022 - 31 Aug 2022
1.03%
31 Jul 2022 - 31 Jul 2022
1.03%
30 Jun 2022 - 31 Jul 2022
1.03%
30 Jun 2022 - 30 Jun 2022
1.03%
31 May 2022 - 30 Jun 2022
1.03%
31 May 2022 - 31 May 2022
1.03%
30 Apr 2022 - 31 May 2022
1.03%
30 Apr 2022 - 30 Apr 2022
1.03%
31 Mar 2022 - 30 Apr 2022
1.03%
31 Mar 2022 - 31 Mar 2022
1.03%
28 Feb 2022 - 31 Mar 2022
1.03%
28 Feb 2022 - 28 Feb 2022
1.03%
31 Jan 2022 - 28 Feb 2022
1.03%
31 Dec 2021 - 31 Jan 2022
1.09%
30 Nov 2021 - 31 Dec 2021
1.31%
31 Oct 2021 - 30 Nov 2021
1.32%
30 Sep 2021 - 31 Oct 2021
1.34%
31 Aug 2021 - 30 Sep 2021
1.32%
31 Jul 2021 - 31 Aug 2021
1.32%
30 Sep 2020 - 31 Jul 2021
0.77%
31 Mar 2020 - 30 Sep 2020
1.16%
30 Sep 2019 - 31 Mar 2020
0.76%
31 Mar 2019 - 30 Sep 2019
1.11%
30 Sep 2018 - 31 Mar 2019
0.92%
31 Mar 2018 - 30 Sep 2018
1.09%
Expense ratio, exit load and taxExpense ratio: 1.03%Inclusive of GST
Exit loadNil
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns are taxed as per your Income Tax slab, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.
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 Medium to Long Duration Fund IDCW Quarterly
JM Medium to Long Duration Fund Growth
JM Liquid Fund IDCW Weekly
JM Liquid Fund Growth
JM Liquid Fund IDCW Quarterly
JM Liquid Fund Daily IDCW
JM Medium to Long Duration Fund Bonus
JM Liquid Fund Bonus
JM Dynamic Bond Fund IDCW Quarterly
JM Dynamic Bond Fund Growth
JM Dynamic Bond Fund Premium Plan IDCW Fortnightly
JM Dynamic Bond Fund IDCW Weekly
JM Dynamic Bond Fund Premium Plan IDCW Daily
JM Dynamic Bond Fund IDCW Daily
JM Liquid Fund Direct Growth
JM Liquid Fund Direct IDCW Weekly
JM Liquid Fund Direct IDCW Quarterly
JM Liquid Fund Direct Bonus
JM Liquid Fund Direct IDCW Daily
JM Medium to Long Duration Fund Direct Bonus
JM Medium to Long Duration Fund Direct Growth
JM Medium to Long Duration Fund Direct IDCW Quarterly
JM Dynamic Bond Fund Direct IDCW Daily
JM Dynamic Bond Fund Direct IDCW Weekly
JM Dynamic Bond Fund Direct IDCW Quarterly
JM Dynamic Bond Fund Direct Growth
JM Dynamic Bond Fund Direct Bonus
JM Dynamic Bond Fund Bonus
JM Dynamic Bond Fund Direct Half Yearly Bonus
JM Dynamic Bond Fund Half Yearly Bonus
JM Dynamic Bond Fund IDCW Monthly
JM Dynamic Bond Fund Direct IDCW Monthly
JM Liquid Fund Unclaimed Redemption
JM Liquid Fund Unclaimed IDCW
JM Money Market Fund Direct Plan Growth
JM Money Market Fund Growth
JM Low Duration Fund IDCW Daily
JM Low Duration Fund Direct Plan IDCW Daily
JM Low Duration Fund IDCW Fortnightly
JM Low Duration Fund Direct Plan IDCW Fortnightly
JM Low Duration Fund Growth
JM Low Duration Fund IDCW Weekly
JM Low Duration Fund Direct Plan IDCW Weekly
JM Low Duration Fund Direct Plan Growth
JM Overnight Fund Regular IDCW Weekly
JM Overnight Fund Direct IDCW Weekly
JM Overnight Fund Regular Growth
JM Overnight Fund Direct Growth
JM Overnight Fund Direct IDCW Daily
JM Overnight Fund Regular IDCW Daily
JM Short Duration Fund Regular Growth
JM Short Duration Fund Regular IDCW
JM Short Duration Fund Direct IDCW
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
JM Large Cap Fund IDCW
JM Large Cap Fund Growth
JM Medium to Long Duration Fund IDCW Quarterly
JM Medium to Long Duration Fund Growth
JM Value Fund Growth
JM Medium to Long Duration Fund Bonus
Sundaram Short Duration Fund Growth
Principal Short Term Debt Fund-Dividend Monthly
Sundaram Equity Savings Fund Growth
Sundaram Equity Savings Fund IDCW Half Yearly
Sundaram Equity Savings Fund IDCW Quarterly
JM Dynamic Bond Fund IDCW Quarterly
JM Dynamic Bond Fund Growth
JM Dynamic Bond Fund Premium Plan IDCW Fortnightly
Principal Corporate Bond Fund IDCW Monthly
Principal Corporate Bond Fund IDCW Quarterly
Principal Corporate Bond Fund Growth
Principal Credit Risk Fund Growth
Principal Credit Risk Fund IDCW Monthly
JM Dynamic Bond Fund IDCW Weekly
JM Dynamic Bond Fund Premium Plan IDCW Daily
JM Dynamic Bond Fund IDCW Daily
JM Value Fund IDCW
JM Tax Gain Fund IDCW
JM Tax Gain Fund Growth
JM Focused Fund IDCW
JM Focused Fund Growth
JM Flexicap Fund Growth
JM Flexicap Fund IDCW
Principal Credit Risk Fund Direct IDCW Monthly
Principal Credit Risk Fund Direct Growth
Sundaram Short Duration Fund Direct Growth
Principal Short Term Debt Fund - Direct - Monthly Dividend
Sundaram Equity Savings Fund Direct IDCW Half Yearly
Sundaram Equity Savings Fund Direct IDCW Quarterly
Principal Equity Savings Fund - Direct - Growth
Principal Corporate Bond Fund Direct IDCW Monthly
Principal Corporate Bond Fund Direct Growth
JM Medium to Long Duration Fund Direct Bonus
JM Medium to Long Duration Fund Direct Growth
JM Medium to Long Duration Fund Direct IDCW Quarterly
JM Dynamic Bond Fund Direct IDCW Daily
JM Dynamic Bond Fund Direct IDCW Weekly
JM Dynamic Bond Fund Direct IDCW Quarterly
JM Dynamic Bond Fund Direct Growth
JM Value Fund Direct Plan IDCW
JM Value Fund Direct Plan Growth
JM Focused Direct Plan IDCW
JM Focused Direct Plan Growth
JM Large Cap Fund Direct Plan IDCW
JM Large Cap Fund Direct Plan Growth
JM Flexicap Fund Direct Plan IDCW
JM Flexicap Fund Direct Plan Growth
JM Tax Gain Direct Plan IDCW
JM Tax Gain Direct Plan Growth
JM Dynamic Bond Fund Direct Bonus
JM Dynamic Bond Fund Bonus
JM Dynamic Bond Fund Direct Half Yearly Bonus
JM Dynamic Bond Fund Half Yearly Bonus
JM Dynamic Bond Fund IDCW Monthly
JM Dynamic Bond Fund Direct IDCW Monthly
JM Large Cap Fund IDCW Quarterly
JM Large Cap Fund IDCW Half Yearly
JM Large Cap Fund Direct Plan IDCW Monthly
JM Large Cap Fund Direct Plan IDCW Half Yearly
JM Large Cap Fund Direct Plan IDCW Yearly
JM Large Cap Fund IDCW Monthly
JM Large Cap Fund Direct Plan IDCW Quarterly
JM Large Cap Fund IDCW Yearly
JM Low Duration Fund IDCW Daily
JM Low Duration Fund Direct Plan IDCW Daily
JM Low Duration Fund IDCW Fortnightly
JM Low Duration Fund Direct Plan IDCW Fortnightly
JM Low Duration Fund Growth
JM Low Duration Fund IDCW Weekly
JM Low Duration Fund Direct Plan IDCW Weekly
JM Low Duration Fund Direct Plan Growth
JM Short Duration Fund Regular Growth
JM Short Duration Fund Regular IDCW
JM Short Duration Fund Direct IDCW
JM Short Duration 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 Growth 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 Growth fund. The fund currently has an Asset Under Management(AUM) of ₹1,918 Cr and the Latest NAV as of 02 Feb 2023 is ₹51.88.
The JM Medium to Long Duration Fund Growth is rated Moderate risk. Minimum SIP Investment is set to ₹500.
;
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 Fund BIII 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
NA
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 Growth
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	1Y	3Y	5Y	All
Fund returns	2.5%	4.2%	2.3%	6.1%
Category average	4.2%	5.2%	5.8%	NA
Rank with in category	10	10	12	NA

Name	Sector	Instrument	Assets
GOI	Sovereign	GOI Sec	39.6%
GOI	Sovereign	GOI Sec	24.5%
GOI	Sovereign	GOI Sec	23.3%

Min. for 1st investment	Not Supported
Min. for 2nd investment onwards	Not Supported

Rating	2
Fund size	₹20.32Cr

JM Medium to Long Duration Fund Growth

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Holdings (3)

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 1.03%

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