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JM Medium to Long Duration Fund (Regular) - Quarterly IDCW

JM Medium to Long Duration · Long Duration
Moderate
₹21.74
Current NAV
03 Nov 2026
1.7%
1Y Return
5.8%
3Y CAGR
4.7%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Highly cost-efficient with a low expense ratio of 0.9%.
  • Very large asset base (AUM: ₹11,650 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Long Duration mandate.
Cons / Risks
  • Lower risk-adjusted performance compared to top peers in the same category.
  • 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
0.60
Sharpe Ratio
0.50
Beta
-2.90
Alpha
0.72
Sortino
Fund Details
Fund House JM Medium to Long Duration
Category Long Duration
AUM ₹11650 Cr
Expense Ratio 0.90%
Min SIP ₹500
Min Lumpsum ₹1000
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