FAQ : JM Medium to Long Duration Fund - Regular Plan - Growth

JM Medium to Long Duration Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 7.87 4.13 2.41 3.35
Average Rolling Returns(%) N/A N/A N/A N/A

The Current NAV of JM Medium to Long Duration Fund - Regular Plan - Growth is ₹56.11.

It is better to invest in a fund with a longer track record as JM Medium to Long Duration Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark CRISIL Medium to Long Term Debt Index returns, as Funds portfolio is significantly different.

JM Medium to Long Duration Fund - Regular Plan - Growth fund’s expense ratio is 1.02%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of JM Medium to Long Duration Fund - Regular Plan - Growth is currently ₹22 Crores.

The Top three stocks are , and and account for 0% of its portfolio. Top 5 and 10 stocks of fund account for 0% and 0% of fund’s portfolio respectively.

Top three sectors of JM Medium to Long Duration Fund - Regular Plan - Growth fund are Others, Miscellaneous and accounting for 100% of the total portfolio.

Since this is a Debt - Medium to Long Duration Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of JM Medium to Long Duration Fund - Regular Plan - Growth Fund is Debt - Medium to Long Duration Fund.

Gurvinder Singh Wasan and Shalini Tibrewala manage the JM Medium to Long Duration Fund - Regular Plan - Growth Fund.

JM Medium to Long Duration Fund - Regular Plan - Growth current PE ratio is 0.00 and PB ratio is 0.00

The asset allocation of JM Medium to Long Duration Fund - Regular Plan - Growth is Stocks : 0%, Debt : 100% and Gold : 0.24%

The minimum SIP amount for JM Medium to Long Duration Fund - Regular Plan - Growth is ₹100.00 and minimum lumpsum is ₹1000.00

The exit load for JM Medium to Long Duration Fund - Regular Plan - Growth is Nil

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