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JM Medium to Long Duration Fund Direct Growth

JM Medium to Long Duration Fund Direct Growth

NAV ₹70.31 as on 17 Nov 2025

RiskModerate

Fund Size₹31.07Cr

NAV	₹70.31 as on 17 Nov 2025
Risk	Moderate
Fund Size	₹31.07Cr

Investment Details

Lock-in

No Lock-in

Min One Time Amount

₹1,000

Min Withdrawal Amount

₹-

Min SIP Amount

₹100

Min Additional Amount

₹100

Exit Load

Nil

Basic Details

Age

12 years 10 months (Since Jan 03, 2013)

Return since Launch

5.74%

Expense ratio

0.61%

Type

OPEN

AUM (Fund Size)

₹31.07

Risk Grade

Moderate

Benchmark

CRISIL Medium to Long Duration Debt A-III Index

Calculate Your Returns

Select Duration

Choose Amount

₹

Returns

Total investment of ₹2,40,000

Would have become ₹61,949 (+209.74%)

Fund Manager

Name:

Killol Pandya

Experience:

Prior to joining Peerless Funds Management Co.Limited he has worked with Lic Nomura Mutual Fund AMC, Daiwa Asset Managment Pvt.ltd.,SBI Funds Managment Pvt.Ltd.,IL&FS Investment Ltd and Darashaw & Co.Pvt. Ltd.

Asset Allocation

Currently, data not available

See All

GSEC2035 6.48 29.80%

Gsec2029 29.62%

C C I 9.30%

REC Ltd 8.28%

Bajaj Housing 8.01%

N A B A R D 6.56%

GSEC2032 6.28 6.39%

Net CA & Others 1.76%

CDMDF (Class A2) 0.29%

See All

Scheme Holding Summary

Govt. Securities

65.80%

Debt Others

34.20%

See All

Govt. Securities

Debt Others

Clearing Corporation of India Ltd

9.30%

REC Ltd

8.28%

Bajaj Housing Finance Ltd

8.01%

National Bank for Agriculture & Rural Development

6.56%

See All

Riskometer

Level of risk in the scheme

Moderate

High

Low

Very
High

Your investment will be at Moderate Risk

Fund house & investment objective

JM FINANCIAL MUTUAL FUND

Rank (total assets)	#29 in India
Total AUM	₹14,901.83Cr

Date of Incorporation	09 Jun 1994

JM Medium to Long Duration Fund Direct Growth is a Debt Mutual Fund Scheme launched by JM Financial Mutual Fund. This scheme was made available to investors on 03 Jan 2013. The fund currently has an Asset Under Management(AUM) of ₹14,901.83 Cr and the Latest NAV as of 17 Nov 2025 is ₹70.31.
The JM Medium to Long Duration Fund Direct Growth is rated Moderate. Minimum SIP Investment is set to ₹100 . Minimum Lumpsum Investment is ₹1,000. Exit load of Nil.

Returns and Rankings

Category: Debt Medium to Long Duration Fund

Annualised returns

Absolute returns

	1Y	3Y	5Y	All
Fund returns	7.94%	2.48%	1.05%	0.47%
Category average	6.44%	2.32%	1.10%	-
Rank within category	2	3	8	-

FAQ’s

What kind of returns does JM Medium to Long Duration Fund Direct Growth provide?

JM Medium to Long Duration Fund Direct Growth has given a return of 7.64% in the past 3 years.

What is the expense ratio charged by JM Medium to Long Duration Fund Direct Growth?

The Expense Ratio charged by JM Medium to Long Duration Fund Direct Growth is 0.61%.

What is the AUM size of JM Medium to Long Duration Fund Direct Growth?

The AUM size of JM Medium to Long Duration Fund Direct Growth is ₹31.07Cr.

What is the minimum SIP amount that you can invest in JM Medium to Long Duration Fund Direct Growth?

₹100 is the minimum SIP amount that you can invest in JM Medium to Long Duration Fund Direct Growth .

What are the top stock holdings of JM Medium to Long Duration Fund Direct Growth?

The top stock holdings of JM Medium to Long Duration Fund Direct Growth include

Get started with us today and
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Get started with us today and
start building your wealth journey

*By clicking, I agree to the T&C and Whatsapp updates.

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JM Medium to Long Duration Fund Direct Growth

Open FREE
3-in-1 Account

Start SIPs at just
₹100

Govt. Securities

Debt Others

Govt. Securities

Debt Others

Category: Debt Medium to Long Duration Fund

FAQ’s

What kind of returns does JM Medium to Long Duration Fund Direct Growth provide?

What is the expense ratio charged by JM Medium to Long Duration Fund Direct Growth?

What is the AUM size of JM Medium to Long Duration Fund Direct Growth?

What is the minimum SIP amount that you can invest in JM Medium to Long Duration Fund Direct Growth?

What are the top stock holdings of JM Medium to Long Duration Fund Direct Growth?

JM Medium to Long Duration Fund Direct Growth

Open FREE 3-in-1 Account

Start SIPs at just ₹100

Govt. Securities

Debt Others

Govt. Securities

Debt Others

Category: Debt Medium to Long Duration Fund

FAQ’s

What kind of returns does JM Medium to Long Duration Fund Direct Growth provide?

What is the expense ratio charged by JM Medium to Long Duration Fund Direct Growth?

What is the AUM size of JM Medium to Long Duration Fund Direct Growth?

What is the minimum SIP amount that you can invest in JM Medium to Long Duration Fund Direct Growth?

What are the top stock holdings of JM Medium to Long Duration Fund Direct Growth?

Open FREE
3-in-1 Account

Start SIPs at just
₹100