JM Medium to Long Duration Fund Direct-IDCW Quarterly Reinvestment
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Debt, Medium to Long Duration, Principal at moderate risk
1 Year Return 7.11% at 22 Dec 2025 06:25 PM
Fund Details
NAV 24.8627
Sub-Type Medium to Long Duration
Rating 3
Min. SIP Amount ₹100.0
Fund Age(Year) 12.97
Fund Size(in Crores) 30.88
Fund Performance
1 Month 0.0%
3 Month 0.91%
6 Month 1.28%
1 Year 7.11%
3 Year 7.49%
5 Year 5.32%
Know This Fund
As on 22 Dec 2025
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (98.59%) Market Cap Large Cap 32.36 Small Cap 28.67 Mid Cap 37.56 Top Sectors Capital Goods 22.09 Financial 20.09 Services 17.3 Automobile 10.04 Energy 8.91 Metals & Mining 4.05 Consumer Staples 3.43 Consumer Discretionary 2.97 Construction 2.83 Healthcare 2.49 Chemicals 2.44 Technology 1.95 Top Holding Bajaj Finance 4.35 Dixon Technologies (India) 0.85 TVS Motor Company 3.5 Ather Energy 1.76 V2 Retail 2.25 Apar Industries 3.43 Muthoot Finance 3.96 PB Fintech 2.21 State Bank of India 2.13 Gujarat Fluorochemicals 2.44 Onesource Specialty Pharma 2.49 Samvardhana Motherson 2.75 GE Vernova T&D 2.47 MCX 3.44 Waaree Energies 3.35 Bharat Electronics 3.81 Bharat Dynamics 2.3 Religare Enterprises 1.62 Billionbrains Garage Ventures 2.67 Cholamandalam Investment and Finance Company 3.21 CG Power 3.51 Inox Wind 1.98 Amber Enterprises India 2.97 Kaynes Technology India 1.98 Premier Energies 2.71 Prestige Estates Projects 2.83 Suzlon Energy 2.53 Angel One 2.15 Eternal 6 One97 Communications 3.4 Siemens Energy India 2.85 Ola Electric Mobility 2.03 Zen Technologies 1.95 Hindustan Aero 2.66 PTC Industries 4.05
Debt & Others (1.41%) Sector Allocation Reverse Repo/CBLO 1.21 Net Receivables 0.2 Debt Credit Ratings Debt Category Others 1.41
Comparison with same funds
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0.61%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Ruchi Fozdar
Education Ms. Ruchi is a graduate in science and PGDBM in finance
Experience Prior to joining JM Mutual Fund, she was associated with few brokers and institutions like Reliance Life Insurance Co. Ltd. and Mahindra Manulife Mutual Fund
Jayant Dhoot
Education Chartered Accountant, Company Secretary, B.Com
Experience Prior to joining the JM MF, he was worked with Taurus Corporate Advisory Services Pvt Ltd, Nuvama Wealth & Investment Ltd, NVS Brokerage Pvt. Ltd.
Killol Pandya
Education Mr. Pandya is a B.Com (H) from N.M College of Commerce, DPCM from ICFAI and MMS (Finance) from K.J. Somaiya Institute of Management Studies and Research.
Experience Prior to joining JM Financial Asset Management Limited he has worked with Barclays Securities India Private Ltd,Peerless Funds Management Co. Limited, LIC Nomura Mutual Fund AMC , Daiwa Asset Management (India) Pvt. Ltd., SBI Funds Management Pvt Ltd., IL&FS Investsmart Ltd. and Darashaw & Co. Pvt. Ltd.
Gurvinder Singh Wasan
Education Mr. Wasan is a Chartered Accountant, CFA and Master of Commerce from Mumbai University.
Experience Prior to joining Baroda BNP Paribas Mutual Fund, he has worked with JM Mutual, Principal Mutual Fund, Crisil Ltd. and ICICI Bank Ltd.
Naghma Khoja
Education She is B.Com, CA and CFA
Experience Before joining JM Financial AMC, she was associated with Karvy Capital Limited.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at moderate risk
AMC and Fund details
Rank (total sets) 5
Date of Incorporation 2013-01-01
Total AUM 2025-11-30
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
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