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

JM Medium to Long Duration · Long Duration
Moderate
₹63.95
Current NAV
03 Nov 2026
1.7%
1Y Return
5.8%
3Y CAGR
4.7%
5Y CAGR
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NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 4.14).
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Long Duration mandate.
Cons / Risks
  • Higher expense ratio (1.94%) which can affect compounding over long horizons.
  • Sluggish 3-year performance, lagging behind primary equity benchmarks.
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
Sortino
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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