JM Medium To Long Duration Fund (Direct)

Medium to Long DurationDebt Rank 8 of 18

NAV · Direct-Growth

₹72.49-0.06-0.08%

As of 18 Aug 2026 · AMFI

NAV growth+4.6%

Aug ’25Aug ’26

Arthkar verdictSolid on the numbers

Returns

Beats category

1Y, 3Y, 5Y all ahead

Consistency

Strong

positive in 11 of 12 years

Beats its Medium to Long Duration category on 1Y, 3Y & 5Y.

1Y return

+4.6%

+7.2 vs cat

3Y CAGR

+7.0%

+4.0 vs cat

5Y CAGR

+5.6%

+1.5 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

2.3%

3Y std dev

Go deeper on JM Medium To Long Duration Fund (Direct)

Two data-only views, computed from this fund's real NAV history — no projections.

JM Medium To Long Duration Fund (Direct) SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.JM Medium To Long Duration Fund (Direct) real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

JM Medium to Long Duration Fund (Direct) is a Medium to Long Duration scheme from JM Financial. Long-run track record: about 5.6% CAGR over 5 years. Worst historical drawdown: -11% in Dec 2019, recovered in 11 months.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF192K01CW5

NAV (Direct-Growth)

₹72.4920

Last 1Y

+4.57%

Aug 25Min ₹69.13 · Max ₹72.66 · 243 ptsAug 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Dec 2019

-10.6%

Peak ₹54.14 on 3 Jun 2019 → trough ₹48.42 on 13 Dec 2019 (6 months down).

Recovered in 11 months· 5 Nov 2020

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	-0.11%	+0.00%	18/ 19
1M	+0.36%	+0.50%	17/ 19
3M	+2.78%	+3.15%	15/ 19
6M	+2.20%	-4.83%	13/ 19
YTD	+2.88%	-4.37%	13/ 19
1Y	+4.57%	-2.67%	12/ 19
2Y	+6.27%	+0.41%	7/ 18
3Y	+7.01%	+3.01%	8/ 18
5Y	+5.62%	+4.16%	13/ 18
7Y	+5.39%	+5.06%	15/ 18
10Y	+4.79%	+5.16%	15/ 18

Available plans & options

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Click a plan to see its NAV and chart above. Direct plans have lower expense ratios than Regular — same portfolio, more of the return stays with you.

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