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

JM Medium to Long Duration · Long Duration
Moderate
₹26.33
Current NAV
25 Jun 2026
17.8%
1Y Return
12.8%
3Y CAGR
18.8%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Very large asset base (AUM: ₹18,430 Cr) indicating high investor trust and liquidity.
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Long Duration mandate.
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
0.88
Sharpe Ratio
1.38
Beta
-1.62
Alpha
1.04
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Fund Details
Fund House JM Medium to Long Duration
Category Long Duration
AUM ₹18430 Cr
Expense Ratio 1.38%
Min SIP ₹500
Min Lumpsum ₹1000
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