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JM Medium to Long Duration Fund (Regular) - Growth Option

JM Medium to Long Duration · Long Duration
Moderate
₹64.36
Current NAV
25 Jun 2026
29.4%
1Y Return
15.4%
3Y CAGR
19.4%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Generates significant excess returns relative to benchmark index (Alpha: 4.14).
  • Well-diversified portfolio aligned with the Long Duration mandate.
Cons / Risks
  • Higher expense ratio (1.94%) which can affect compounding over long horizons.
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
1.14
Sharpe Ratio
0.74
Beta
4.14
Alpha
1.30
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Fund Details
Fund House JM Medium to Long Duration
Category Long Duration
AUM ₹1690 Cr
Expense Ratio 1.94%
Min SIP ₹500
Min Lumpsum ₹1000
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