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 Term Fund - Direct Plan - Quarterly IDCW Option
3Y ago₹1.22 L
5Y ago₹1.30 L
Every metric, side-by-side
marks the winner per row.
| Metric | JM Medium to Long Term Fund - D… |
|---|---|
| Fund house | JM Financial Mutual Fund |
| Category | Income/Debt Oriented Schemes - Medium to Long Term Fund |
| Plan | Direct |
| Latest NAV | ₹25.5184 |
| Assets managed (AUM) | — |
| 1M return | -0.09% |
| 6M return | 1.57% |
| 1Y return | 4.30% |
| 3Y CAGR | 6.73% |
| 5Y CAGR | 5.44% |
| Since inception CAGR | 5.60% |
| Bumpiness · 3Y (annualised σ) | 2.08 |
| Worst drop ever | -10.57% |
| Sharpe · 3Y (rf=6%) | 0.39 |