InvestVerdict
JM Medium to Long Term Fund
Direct Plan · Growth Option · Long Duration · Scheme code 120430
Fund houseJM Financial Mutual Fund
CategoryLong Duration
Plan & optionDirect · Growth Option
History13.6 years
Returns (%)
| 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y | Launch | |
|---|---|---|---|---|---|---|---|---|---|
| This scheme | -0.01 | 2.09 | 1.71 | 4.27 | 6.81 | 5.53 | 5.31 | 4.74 | 5.63 |
| Long Duration category median |
— | — | — | 4.59 | 6.91 | 6.36 | — | 6.89 | — |
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 | 4.0% | 0.08 | 0.09 | — | — | -10.6% | — |
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 |
|---|---|---|---|---|
| 611 | -6.6% | 6.2% | 15.8% | 7% |
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.