Head-to-head
Compare up to 5 funds side-by-side.
Prices normalised to ₹100 at the start of the range. Metrics marked with a highlight the winner per row. Descriptive comparison only — MF Gyan does not recommend one over another.
₹1 lakh over time
What ₹1,00,000 invested at the start of each window would have become in each fund.
debtDirect
JM Medium to Long Duration Fund (Direct) - Bonus Option - Principal Units
3Y ago₹1.20 L
5Y ago₹1.35 L
Every metric, side-by-side
marks the winner per row.
| Metric | JM Medium to Long Duration Fund… |
|---|---|
| Fund house | JM Financial Mutual Fund |
| Category | Debt Scheme - Medium to Long Duration Fund |
| Plan | Direct |
| Latest NAV | ₹28.556 |
| Assets managed (AUM) | — |
| 1M return | 1.24% |
| 6M return | 4.33% |
| 1Y return | 9.03% |
| 3Y CAGR | 6.18% |
| 5Y CAGR | 6.24% |
| Since inception CAGR | 6.08% |
| Bumpiness · 3Y (annualised σ) | 2.48 |
| Worst drop ever | -10.56% |
| Sharpe · 3Y (rf=6%) | 0.10 |