JM Medium to Long Duration Fund - (G) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of JM Medium to Long Duration Fund - (G) (215) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
JM Medium to Long Duration Fund - (G)
JM Financial Asset Management Private Limited
To generate stable long term returns with low risk strategy and capital appreciation through investment in debt instruments and related securities besides preservation of capital.
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Moderate Returns
Risk
Moderate Risk
Expenses
Moderate Expenses
Portfolio Mix
Debt Focused
Management
Experienced Team
Quality Score
Average Quality
JM Medium to Long Duration Fund - (G) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Key Factors Analysis
Alpha Generation
Outperformance vs benchmark
Management Stability
Fund manager experience
1-Year Returns
Recent performance momentum
Risk Assessment
Risk-adjusted returns
Cost Efficiency
Fund management costs
Long-term Track Record
Historical performance consistency
Equity Exposure
Market exposure level
Fund Size
Assets under management
Investment Timing Insights
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Your Investment
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Industry | % Assets |
|---|---|---|
| GSEC2032 6.28 | Govt. Securities | 31.95% |
| Gsec2029 | Govt. Securities | 26.27% |
| GSEC2034 | Govt. Securities | 18.83% |
| GSEC2035 | Govt. Securities | 11.14% |
| N A B A R D | Debt Others | 6.53% |
| C C I | Debt Others | 3.72% |
| Net CA & Others | Debt Others | 1.27% |
| CDMDF (Class A2) | Debt Others | 0.28% |
Compare against Medium to Long Duration Fund category average
Performance Summary
This comparison shows how the fund performs relative to the Medium to Long Duration Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Medium to Long Duration Fund category
JM Medium to Long Duration Fund - (G) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Aditya Birla SL Income Fund - Dir (G) | ₹137.06 | 3.10% | 6.17% | 7.06% |
| Aditya Birla SL Income Fund (G) | ₹126.94 | 2.86% | 5.71% | 6.60% |
| Nippon India Medium to Long Duration Fund - Dir (G) | ₹101.40 | 2.79% | 5.88% | 7.64% |
| Nippon India Medium to Long Duration Fund - (G) | ₹90.45 | 2.36% | 4.99% | 6.67% |
| Kotak Bond Fund - Direct (G) | ₹87.52 | 3.40% | 6.55% | 7.75% |
| UTI-Medium to Long Duration Fund - Direct (G) | ₹80.94 | 3.41% | 6.77% | 7.17% |
| LIC MF Medium to Long Duration Fund-Dir (G) | ₹79.09 | 3.89% | 7.72% | 7.97% |
Category Average Returns
Killol Pandya
A seasoned investment professional with over 31 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.