JM Medium to Long Duration Fund
Direct · Growth ₹72.49
18 Aug 2026
NAV
5.3%
3Y CAGR
4.8%
5Y CAGR
5.1%
10Y CAGR
5.2%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
-6.28
Sharpe
-10.6%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
0.60%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.34 L | 5.8% | -11.2% | 22.5% |
| 3 Years | ₹36.00 L | ₹38.88 L | 5.2% | -1.9% | 10.2% |
| 5 Years | ₹60.00 L | ₹66.48 L | 4.7% | 1.1% | 7.6% |
| 7 Years | ₹84.00 L | ₹97.12 L | 4.4% | 2.6% | 6.5% |
| 10 Years | ₹1.20 Cr | ₹1.53 Cr | 4.8% | 3.9% | 5.7% |
| 12 Years | ₹1.44 Cr | ₹1.98 Cr | 5.3% | 4.9% | 5.7% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 5.8% | 7.5% |
| 3 Years | 5.2% | 7.5% |
| 5 Years | 4.7% | 7.1% |
| 7 Years | 4.4% | 7.0% |
| 10 Years | 4.8% | 7.0% |
| 12 Years | 5.3% | 7.2% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 5.7% | 6.2% | -7.0% | 16.2% | -0.19 | -0.22 | 93% | — | — |
| 3 Years | 5.3% | 5.2% | 0.3% | 10.2% | -0.53 | -0.51 | 100% | — | — |
| 5 Years | 4.8% | 4.7% | 2.3% | 8.0% | -1.11 | -0.75 | 100% | — | — |
| 10 Years | 5.1% | 5.1% | 4.6% | 5.5% | -6.28 | -0.99 | 100% | — | — |
-10.6%
Max Drawdown
6 mo
Drawdown Duration
11 mo
Recovery Time
-1.1%
Avg Drawdown
Calmar Ratio by Duration
0.54
1Y
0.50
3Y
0.45
5Y
0.44
7Y
0.48
10Y
0.54
12Y