JM Medium to Long Duration-G

Fund Category: Medium to Long Duration

Fund Category Medium to Long Duration

Moderate Debt G

1 Morning Star

2 Value Research

NAV( 27 Jan 2023)

₹ 51.62
-0.62%

JM Medium to Long Duration-G

Invest now
Performance

1.14%3y Returns

-0.18% 1D Returns

Investment details
  • Min SIP amount

    ₹ 500
  • Min Lumpsum

    ₹ 5000
  • Lock In

    0
  • Expense ratio

    1.03%
  • Exit load

    0.0% NIL
    L After 365 days
Fund details
View Fund Documents
  • Fund size

    ₹ 20 Cr
  • Plan

    REGULAR
  • Launch date

    12 Dec 1994
  • Fund type

    OPEN
  • Fund benchmark

    CRISIL Medium to Long Duration Fund BIII Index
  • ISIN

    INF192K01AB3
Fund allocation
Asset allocation

Company holdings
Company Allocation %
Reserve Bank of India 2.04%
GOI 20.54%
GOI 19.53%
GOI 20.59%
GOI 19.33%
Sectors
Company Allocation %
Sovereign 79.99%
Financial 2.04%
Risk Associated
Moderate
  • Investors be aware that principal under this fund will be at Moderate risk
  • Wealth will be Multiplied In Short time!

Contact Information

Address:

About

JM Financial Mutual Fund is one of India's first private sector mutual funds-an integral part of the first wave that commenced operations in 1993-94. Their mission is to manage risk effectively while generating top quartile returns across all product categories. They believe that to cultivate investor loyalty, they must provide a safe haven for their investments. Focussed on helping investors realize their investment goals through prudent advice, judicious fund management, impeccable research, and strong systems of managing risk scientifically.

  • Funds Offered

    6
  • AUM

    ₹ 2,445 Cr
  • Highest Return

    10.81%
About

Shalini Tibrewala Fund Manager - Role of a fund manager includes buying and selling of securities based on their research and analysis. Check out the mutual fund managers across all the categories for best guidance now

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