JM Medium to Long Term Fund
Open in live screener →Key metrics
Further reading: Median maximum drawdown by fund category, measured across 1,767 funds
Trailing returns
| Period | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|
| Return | -0.28% | -1.40% | -1.38% | 0.32% | 1.48% | 6.27% | 5.10% | 5.03% | 4.43% |
NAV history
About this fund
JM Medium to Long Term Fund is a debt fund offered by JM Financial Mutual Fund, classified under Debt as Debt Scheme - Medium to Long Duration Fund. Debt funds are sensitive to interest-rate moves and the credit quality of holdings. Its latest NAV is ₹71.21.
Further reading: What a category rank actually tells you
Performance analysis
Over the trailing one year, JM Medium to Long Term Fund has recorded a return of about 1.5%, with a three-year return of 6.3% and a five-year return of 5.1%. Its annualised volatility is 4.3% — relatively low fluctuations — and its Sharpe ratio is -1.18, a measure of return per unit of risk taken.
Further reading: Reading a fund page: what each number does and doesn't say
Rolling returns
| Window | Avg | Median | Min | Max | % Pos | % >12 |
|---|---|---|---|---|---|---|
| 1Y | 4.71 | 5.42 | -6.99 | 12.12 | 90% | 0% |
| 3Y | 4.36 | 3.66 | 0.25 | 8.62 | 100% | 0% |
| 5Y | 4.26 | 3.89 | 2.29 | 6.51 | 100% | 0% |
| 7Y | 4.33 | 4.20 | 3.32 | 5.58 | 100% | 0% |
| 10Y | 4.74 | 4.78 | 4.43 | 4.93 | 100% | 0% |
Further reading: Why a single trailing return misleads, measured across 830 funds
Frequently asked questions
Compare with peers
Further reading: Every fund measured against the best performer in its own category
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| ICICI Prudential Medium to Long Term Fund Debt Scheme - Medium to Long Duration Fund | -1.46 | -1.33 | 1.01 | 2.21 | 6.69 | 6.05 | 6.89 | – |
| UTI Medium to Long Term Fund Debt Scheme - Medium to Long Duration Fund | -0.92 | -0.63 | 1.29 | 2.13 | 6.28 | 6.75 | 5.21 | – |
| Franklin India Medium to Long Term Fund Debt Scheme - Medium to Long Duration Fund | -0.84 | -0.80 | 1.67 | 3.13 | – | – | – | – |
| Canara Robeco Medium To Long Term Fund Debt Scheme - Medium to Long Duration Fund | -1.38 | -1.03 | 0.86 | 1.74 | 6.07 | 5.20 | 6.35 | – |
| Bandhan Medium to Long Term Fund Debt Scheme - Medium to Long Duration Fund | -0.13 | 0.27 | 2.60 | 4.96 | 6.85 | 5.27 | 6.49 | – |
| Nippon India Medium to Long Term Fund Debt Scheme - Medium to Long Duration Fund | -1.17 | -1.08 | 1.47 | 2.53 | 6.55 | 5.90 | 6.74 | – |
| HDFC Medium to Long Term Fund Debt Scheme - Medium to Long Duration Fund | -1.39 | -1.26 | 1.17 | 2.14 | 6.55 | 5.55 | 5.63 | – |
| Aditya Birla Sun Life Medium to Long Term Fund Debt Scheme - Medium to Long Duration Fund | -1.34 | -1.37 | 0.74 | 1.11 | 5.99 | 5.22 | 6.41 | – |
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| JM Ultra Short to Short Term Fund Income/Debt Oriented Schemes - Ultra Short to Short Term Fund | 0.14 | 1.22 | 2.81 | 5.81 | 7.15 | 6.48 | – | – |
| JM Overnight Fund Debt Scheme - Overnight Fund | 0.44 | 1.24 | 2.50 | 5.08 | 5.91 | 5.68 | – | 0.07 |
| JM Short Term Fund Debt Scheme - Short Duration Fund | -0.22 | 0.52 | 2.08 | 4.27 | 6.99 | – | – | – |
| JM Mid Cap Fund Equity Scheme - Mid Cap Fund | -8.97 | -6.67 | 1.76 | -0.66 | 15.63 | – | – | 0.54 |
| JM Small Cap Fund Equity Scheme - Small Cap Fund | -8.58 | -5.37 | 12.00 | 6.57 | – | – | – | 0.60 |
| JM Large & Mid Cap Fund Equity Scheme - Large & Mid Cap Fund | -6.27 | -4.54 | -0.31 | -3.89 | – | – | – | 0.66 |
| JM Multi Asset Allocation Fund Hybrid Scheme - Multi Asset Allocation Fund | -5.80 | -2.13 | – | – | – | – | – | 0.37 |
| JM Liquid Fund Debt Scheme - Liquid Fund | 0.41 | 1.50 | 3.10 | 6.34 | 6.82 | 6.35 | 6.08 | 0.14 |