NSE ScannerJM Financial Mutual Fund · Debt · Medium to Long Term · Direct plan
JM Medium to Long Term Fund - Direct Plan - Growth
₹71.3522NAV on 30 Oct 2026Expense ratio 0.59%
29 Oct 2025NAV low 70.04 · high 72.66+1.6%
In plain words
Over 3 years it returned +6.3% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -2.0%.
On 3-year return it ranks 9 of 12 funds in Medium to Long Term.
A monthly SIP over 10 years ended ₹51,850 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -0.7% | +1.9% |
| 3 months | -1.3% | -5.1% |
| 6 months | +0.9% | -3.2% |
| 1 year | +1.8% | -10.2% |
| 3 years (yearly) | +6.3% | +7.4% |
| 5 years (yearly) | +5.1% | +6.5% |
| 10 years (yearly) | +4.4% | +11.3% |
| Since start (yearly) | +5.5% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,20,750 | +1.0% |
| 3 years | ₹3,60,000 | ₹3,86,306 | +4.4% |
| 5 years | ₹5,90,000 | ₹6,76,275 | +5.3% |
| 10 years | ₹11,90,000 | ₹15,18,723 | +4.7% |
Other plan of this fund: JM Medium to Long Term Fund - Regular Plan - Growth