How to use scorecard? Learn more
How to use scorecard? Learn more
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.64 | 6.87 | 2.77 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.14 | 7.16 | 2.86 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Bonus | 0 yrs | 0.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Not allowed | Not allowed |
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 | 9.21% | 5.43% | 6.05% |
SBI Magnum Income Fund | 9.36% | 6.63% | 8.05% |
Nippon India Income Fund | 9.80% | 6.77% | 3.63% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Debt
Others
Holdings
39.47 %
Holdings
33.86 %
Holdings
7.15 %
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
₹ 13,615.91 Cr.
Killol Pandya
AUM: ₹3,842.53 Cr.
|
Exp: 12yrs
Naghma Khoja
AUM: ₹3,842.53 Cr.
|
Exp: 5yrs
Ruchi Fozdar
AUM: ₹13,615.91 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%