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JM Medium to Long Duration Fund (Direct) - Bonus Option - Principal Units

JM Medium to Long Duration · Long Duration
Moderate
₹28.56
Current NAV
27 Jan 2025
15.3%
1Y Return
22.3%
3Y CAGR
16.3%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.53%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.83).
  • Very large asset base (AUM: ₹21,380 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Returns are subject to standard market fluctuations and interest rate risks.
  • No indexation benefits under current tax laws for short holding periods.
Suitable for
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term trading or speculative investment horizons.
Risk Profile: Moderate Risk
Low Moderate High Very High
Risk Metrics
1.83
Sharpe Ratio
1.13
Beta
-2.67
Alpha
2.25
Sortino
Fund Details
Fund House JM Medium to Long Duration
Category Long Duration
AUM ₹21380 Cr
Expense Ratio 0.53%
Min SIP ₹500
Min Lumpsum ₹1000
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