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Partner With Us NRI

Oct 04, 2022


Category

Debt

AUM (Cr.)

21.14

Exit Load (%)

0.00

Min Inv Lumpsum

5,000

Expense Ratio

0.00

Sharpe Ratio

-2.25

Beta Ratio

0.00

Fund Manager

Gurvinder Singh Wasan

Inception Date

Apr 01, 1995

Risk Level

Moderate

Investment Objective

To generate stable long term returns with low risk strategy and capital appreciation through investment in debt instruments and related securities besides preservation of capital.

Return Calculator

Investment Type

SIP Lumpsum

Company

Period(Year)

Amount

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - JM Medium to Long Duration Fund - (G) -0.51 -0.7 -0.49 2.45 1.47 6.07
Benchmark - Crisil Composite Bond Fund Index 0 0 0 0 0 0
Category Average - DEBT -0.21 0.84 1.1 4.84 4.87 7.68
Category Rank 11/2 10/2 13/2 11/2 14/2 2/2
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
IDFC Bond Fund - Income Plan - Reg (G) 54.0781 0.37 -0.40 4.29 5.37 536.90 1.98 5,000.00 invest
LIC MF Bond Fund - (G) 58.4502 0.37 1.14 4.12 4.87 127.98 0.00 5,000.00 invest
Canara Robeco Income Fund (Growth) 46.4059 0.35 0.20 4.39 5.28 127.69 0.00 5,000.00 invest
SBI Magnum Income Fund - (G) 57.4822 0.35 1.57 6.57 6.49 1,539.51 1.46 5,000.00 invest
Aditya Birla SL Income Fund (IDCW-Q) 13.0653 -86.52 1.30 6.11 6.11 1,555.40 0.89 5,000.00 invest

Asset Allocation

Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

latest news

JM Financial Mutual Fund Announces Change in the Address of Official Point of Acceptance

JM Financial Mutual Fund announced that following change made to the list o...

Oct 01, 2022 14:02

JM Financial MF Announces Change in Exit Load under its schemes

JM Financial Mutual Fund has announced change in exit load structure under ...

Sep 17, 2022 11:50

JM Short Duration Fund Announces re-opening of subscription

JM Mutual Fund has decided to reopen JM Short Duration Fund for financial t...

Sep 01, 2022 11:29

JM Financial Mutual Fund Announces Appointment of Key Personnel

JM Financial Mutual Fund has announced that Kishor Nakum has been appointed...

Aug 27, 2022 14:01

JM Short Duration Fund Floats On

JM Financial Mutual Fund has launched a new fund named as JM Short Duration...

Aug 03, 2022 14:04

JM Financial Mutual Fund Announces change in fund managers under its schemes

JM Financial Mutual Fund has announced change in fund managers under the fo...

Apr 11, 2022 09:29

SCHEME DETAILS

AMC Name : JM Financial Mutual Fund
Fund Name : JM Medium to Long Duration Fund - (G)
Contact Persone : Gurvinder Singh Wasan
Registered Address : Office B,8th Floor, Cnergy,AppasahebMarathe Marg,prabhadevi,Mumbai - 400 025,mumbai 400051
Telephone No : 022-61987777
Fax No. : 022-61987704
Email : investor:jmfl.com
Website : www.jmfinancialmf.com