JM Medium to Long Duration Fund Direct Growth
Scheme code: INF192K01CW5
NAV value:
₹ 70.9551
NAV date: 18 March, 2026
TER: 0.61%
Fund option: Direct
Fund type: Growth
Asset class: Debt
Asset category: Medium to Long Duration Fund
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Median (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|---|
| 1 year | -6.99 | 16.16 | 6.40 | 5.81 | 7.76 |
| 3 year | 0.25 | 10.19 | 5.09 | 5.22 | 8.23 |
| 5 year | 2.29 | 7.96 | 4.47 | 4.75 | 6.32 |
| 7 year | 3.32 | 6.31 | 4.35 | 4.59 | 6.36 |
| 10 year | 4.62 | 5.49 | 5.15 | 5.14 | 7 |
| 12 year | 5.43 | 5.95 | 5.70 | 5.69 | 7.29 |
SIP rolling returns
Summary
If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.| Duration | Invested amount | Final value | Return | CAGR (%) |
|---|
SIP return for 1 year
- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,33,442 - Absolute Returns: ₹33,442 - CAGR: %SIP return for 3 year
- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹38,79,277 - Absolute Returns: ₹2,79,277 - CAGR: %SIP return for 5 year
- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹66,79,327 - Absolute Returns: ₹6,79,327 - CAGR: %SIP return for 7 year
- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹97,25,229 - Absolute Returns: ₹13,25,229 - CAGR: %SIP return for 10 year
- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹1,51,97,667 - Absolute Returns: ₹31,97,667 - CAGR: %SIP return for 12 year
- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹1,99,37,838 - Absolute Returns: ₹55,37,838 - CAGR: %Drawdown Metrics
Max Drawdown
-10.57 %
Drawdown Duration
6 months
Recovery Time
11 months
Avg Drawdown
-1.14 %
Calmar Ratio by Duration
1
Y
0.5499
3
Y
0.494
5
Y
0.4496
7
Y
0.4344
10
Y
0.4865
12
Y
0.5385