InvestVerdict
JM Medium to Long Term Fund
Regular Plan · Quarterly IDCW Option · Long Duration · Scheme code 100222
Fund houseJM Financial Mutual Fund
CategoryLong Duration
Plan & optionRegular · Quarterly IDCW Option
History20.4 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | -0.05 | 1.97 | 1.47 | 3.77 | 6.28 | 4.95 | 4.60 | 3.94 | 3.90 |
| Long Duration category median |
— | — | — | 4.06 | 6.40 | 5.45 | — | 6.25 | — |
Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.
Risk
| Volatility | Sharpe | Sortino | Beta | Alpha | Max fall | R² | |
|---|---|---|---|---|---|---|---|
| This scheme | 3.6% | -0.06 | -0.07 | — | — | -11.0% | — |
Risk-free rate 6.5%. Beta, alpha and R² are regressed on the — months this scheme and its benchmark share.
Growth of ₹100 since launch
Drawdown from peak (%)
Every one-year period it has lived through
| Windows | Worst | Median | Best | Periods that lost money |
|---|---|---|---|---|
| 937 | -7.7% | 4.2% | 14.8% | 17% |
Every one-year holding period in this scheme's history, not just the last one — the spread a real investor would have met depending only on when they started.