MF Scanner
DebtMedium to Long Duration FundDirect · Growth

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

JM Financial · Scheme 120430

₹72.49▼ 0.08%NAV · 2026-09-18
54
Average FundScore
Start SIP
AUM
₹30 cr
Expense ratio
0.59%
3Y CAGR
7.0%
Risk level
Moderate
Min SIP
₹100
Benchmark
CRISIL Medium to Long Duration Debt Index
Fund manager: Vikas AgarwalExit load: Nil
Average · 54/100

Middle-of-the-pack — compare it against better-scored peers.

🎯 Suited to short-to-medium horizons and investors wanting stability over growth.

📈 Why it could do well

  • ✓Protects capital well — worst-ever fall was only 11%.
  • ✓Low volatility (4% a year) — a steady, low-drama ride.
  • ✓Low cost — 0.59% expense ratio means more of the return stays with you.
  • ✓Positive 3Y windows: 100% of rolling 3Y windows positive

📉 What could drag it down

  • •Weak risk-adjusted returns (Sharpe -0.16) — took on risk without enough payoff.
  • •3Y CAGR: +7.0%
  • •5Y CAGR: +5.6%

FundScore breakdown

54/100 · Average
How it works →
21
Returns
Weak
66
Consistency
Decent
25
Risk-adjusted
Weak
100
Downside protection
Excellent
74
Cost efficiency
Strong
50
Portfolio quality
Average

Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.