JM Medium to Long Duration Fund Direct Growth
Scheme code: INF192K01CW5
NAV value:
₹ 68.5703
NAV date: 15 April, 2025
Fund option: Direct
Fund type: Growth
Asset class: Debt
Asset category: Medium to Long Duration Fund
Rolling returns
Summary
| Duration | Min (%) | Max (%) | Average return (%) | Category average return (%) |
|---|---|---|---|---|
| 1 year | 5.15 | 10.40 | 8.12 | 8.21 |
| 3 year | 0.15 | 6.78 | 4.31 | 6.5 |
| 5 year | 2.22 | 6.45 | 3.87 | 6.99 |
| 7 year | 3.21 | 6.32 | 4.57 | 7.33 |
| 10 year | 4.53 | 5.57 | 5.18 | 7.54 |
| 12 year | 5.45 | 5.72 | 5.60 | 7.54 |
Rolling return for 1 year
- Average return: 8.12% - Median return: 8.22% - Average standard deviation: 0.67Rolling return for 3 year
- Average return: 4.31% - Median return: 4.52% - Average standard deviation: 0.3Rolling return for 5 year
- Average return: 3.87% - Median return: 3.61% - Average standard deviation: 0.17Rolling return for 7 year
- Average return: 4.57% - Median return: 4.14% - Average standard deviation: 0.12Rolling return for 10 year
- Average return: 5.18% - Median return: 5.24% - Average standard deviation: 0.1Rolling return for 12 year
- Average return: 5.6% - Median return: 5.58% - Average standard deviation: 0.07SIP 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 (%) |
|---|---|---|---|---|
| 1 year | 12,00,000 | 12,46,369 | 46,369 | 3.87 |
| 3 year | 36,00,000 | 38,61,082 | 2,61,082 | 2.36 |
| 5 year | 60,00,000 | 66,12,234 | 6,12,234 | 1.96 |
| 7 year | 84,00,000 | 96,62,828 | 12,62,828 | 2.02 |
| 10 year | 1,20,00,000 | 1,50,17,768 | 30,17,768 | 2.27 |
| 12 year | 1,44,00,000 | 1,97,23,856 | 53,23,856 | 2.66 |