JM Medium To Long Duration Fund (Regular)

Medium to Long DurationDebt Rank 15 of 18

NAV · Regular-Growth

—-0.04-0.09%

As of — · AMFI

NAV growth+13.0%

Dec ’13Dec ’14

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

+4.1%

+6.7 vs cat

3Y CAGR

+6.5%

+3.5 vs cat

5Y CAGR

+5.0%

+0.9 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

2.3%

3Y std dev

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

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

JM Medium To Long Duration Fund (Regular) 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 (Regular) 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 (Regular) is a Medium to Long Duration scheme from JM Financial. Long-run track record: about 5.0% CAGR over 5 years. Worst historical drawdown: -16% in Jan 1996, recovered in 1 months.

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

NAV history

Showing Regular · Growth · INF192K01AB3

NAV (Direct-Growth)

₹40.0391

Last 1Y

+12.97%

Dec 13Min ₹35.39 · Max ₹40.52 · 236 ptsDec 14

Drawdown stories

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

Jan 1996

-16.2%

Peak ₹10.18 on 16 Oct 1995 → trough ₹8.53 on 23 Jan 1996 (3 months down).

Recovered in 1 months· 12 Feb 1996

Oct 2009

-10.2%

Peak ₹30.99 on 23 Jan 2008 → trough ₹27.82 on 16 Oct 2009 (21 months down).

Recovered in 26 months· 12 Dec 2011

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	-0.12%	+0.00%	19/ 19
1M	+0.32%	+0.50%	19/ 19
3M	+2.66%	+3.15%	16/ 19
6M	+1.96%	-4.83%	14/ 19
YTD	+2.57%	-4.37%	15/ 19
1Y	+4.08%	-2.67%	16/ 19
2Y	+5.75%	+0.41%	12/ 18
3Y	+6.48%	+3.01%	15/ 18
5Y	+5.05%	+4.16%	16/ 18
7Y	+4.68%	+5.06%	16/ 18
10Y	+3.98%	+5.16%	16/ 18

Available plans & options

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