JM Medium To Long Duration Fund (Regular) - Bonus Option- Principal Units
Expense Ratio: -
Risk: -
Debt Scheme - Medium to Long Duration Fund
Plan: Regular
Benchmark: -
Inception: 01-01-2013
Exit Load: Nil
Fund Size:-
Performance
1Y
Fund1.41%
Cat. Avg.2.21%
2Y
Fund4.17%
Cat. Avg.4.10%
3Y
Fund5.84%
Cat. Avg.5.92%
5Y
Fund4.58%
Cat. Avg.5.50%
10Y
Fund3.67%
Cat. Avg.5.67%
SI
Fund4.14%
Cat. Avg.6.75%
Fund Facts
No available Data
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 60054 | +0.1% | +0.2% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.23 L. | +2.2% | +2.2% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.91 L. | +5.9% | +3.9% |
| 5Y | 08 Nov, 21 | 3 L. | 3.39 L. | +13.0% | +4.9% |
| 10Y | 07 Nov, 16 | 6 L. | 7.39 L. | +23.2% | +4.1% |
| SI | 07 Apr, 06 | 12.35 L. | 19.93 L. | +61.4% | +4.4% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 1.01 L. | +1.4% | +1.4% |
| 2Y | 16 Oct, 24 | 1 L. | 1.09 L. | +8.5% | +4.2% |
| 3Y | 16 Oct, 23 | 1 L. | 1.19 L. | +18.6% | +5.8% |
| 5Y | 18 Oct, 21 | 1 L. | 1.25 L. | +25.4% | +4.6% |
| 10Y | 17 Oct, 16 | 1 L. | 1.43 L. | +43.4% | +3.7% |
| SI | 03 Apr, 06 | 1 L. | 2.30 L. | +130.0% | +4.1% |
SIP Calculator
Visualize how small monthly investments grow over time.
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Years
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%
Beat inflation and compound wealth faster with an annual step-up.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.