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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.64 | 6.91 | 2.84 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.14 | 7.18 | 2.97 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 1,000 |
BenchmarkBenchmark |
---|
CRISIL Medium to Long Term Debt Index |
Medium to long duration funds are debt funds. They invest in debt and money market securities for the macaulay duration between 3 to 7 years. They have lower maturity than long duration funds.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
JM Medium to Long Duration Fund | 9.64% | 5.57% | 5.65% |
ICICI Pru Bond Fund | 9.90% | 6.83% | 8.20% |
Kotak Bond Fund | 10.55% | 6.63% | 7.89% |
Aditya Birla SL Income Fund | 9.87% | 6.17% | 7.98% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Debt
Others
Holdings
41.03 %
Holdings
35.30 %
Holdings
7.44 %
JM Financial Asset Management Private Limited is one of the first privately operated mutual funds company, which commenced its operations back in 1993-94. It is a subsidiary of the much older JM Financial Group
No.of Schemes
15
Total AUM
₹ 13,537.44 Cr.
Killol Pandya
AUM: ₹3,779.99 Cr.
|
Exp: 12yrs
Naghma Khoja
AUM: ₹3,779.99 Cr.
|
Exp: 5yrs
Ruchi Fozdar
AUM: ₹13,537.44 Cr.
|
Exp: —
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 2 years
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments from 1st April 2023)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments before 1st April 2023)
Gains are treated as long-term capital gains and taxed at 12.5%