Debt · Medium to Long Term

JM Medium to Long Term Fund

JM Financial Mutual Fund

Benchmark

CRISIL Medium to Long Duration Debt A-III Index

Riskometer

Moderate

Size

₹29 cr

Allotted

1 Apr 1995

Holdings as of

Not on record

JM Medium to Long Term Fund is a medium to long term fund of JM Financial Mutual Fund with ₹29 cr under management. It is ahead of its benchmark (CRISIL Medium to Long Duration Debt A-III Index) in 1 of 4 periods. Its direct plan charges 0.60% a year. Killol Pandya has managed it for 1.9 years.

Debt and hybrid funds: the company-level sections (scorecard, companies inside, how it is run, nearest index) are not shown. Mix, returns, costs and managers only.

What is JM Medium to Long Term Fund invested in?

Mix not on record

Has JM Medium to Long Term Fund beaten its benchmark?

Ahead of its benchmark, CRISIL Medium to Long Duration Debt A-III Index, in 1 of 4 periods in AMFI's figures; +2.15% over the last year against +1.88%.

Period returns

Direct Plan, growth · 3y and longer a year

Period	Fund	Nifty 500 TRI	Ahead
1 month	+1.24%	−3.60%	—
3 months	+2.31%	−5.03%	—
6 months	+4.19%	−1.83%	—
1 year	+9.03%	−4.06%	+13.09 pts
3 years	+6.18%	+9.27%	−3.09 pts
5 years	+6.26%	+8.00%	−1.74 pts
10 years	+4.91%	+12.69%	−7.78 pts
Since start from 3 Jan 2013	+6.08%	—	—

Valarth price history to 27 Jan 2025 · the index is the one the fund is nearest; — not on record

Official figures

AMFI performance feed, 13 Oct 2026

Ahead of its benchmark (CRISIL Medium to Long Duration Debt A-III Index) in 1 of 4 periods.

Period	Direct	Regular	Benchmark	Ahead	Rank
1y	+2.15%	+1.67%	+1.88%	+0.27	🔒
3y	+6.42%	+5.90%	+6.43%	−0.01	🔒
5y	+5.17%	+4.62%	+5.41%	−0.24	🔒
10y	+4.48%	+3.69%	+6.59%	−2.11	🔒

Ahead in points a year · its rank among Medium to Long Term funds, and how steady the lead is, in the app

Value of 100, month-end

Jan 2015 to 27 Jan 2025

Fund 161Nifty 500 TRI 337

₹100 put in at the start of Jan 2015 would be ₹161 on 27 Jan 2025, against ₹337 in the Nifty 500 TRI.

Risk, falls and every year

🔒 Pro

Its worst fall and how long it took to recover, three-year stretches, Sharpe, beta and capture ratios, calendar years beside the index, and money in and out: in the app.

See them in the app →

What does JM Medium to Long Term Fund cost?

0.60% a year on the direct plan, 1.03% on the regular plan; 3 of 13 funds in its category charge less.

Direct plan

0.60% a year

Category median 0.69%

Regular plan

1.03% a year

Category median 1.36%

Gap

0.43 points

for the same holdings

3 of 13 funds in its category charge less on the direct plan.

Expense report, Oct 2026 · Income/Debt Oriented Schemes - Medium to Long Term Fund

What the regular plan costs you over time

🔒 Pro

The same money left for years in the direct and the regular plan, side by side, and what the commission takes: in the app.

Who manages JM Medium to Long Term Fund?

Killol Pandya, since 5 Nov 2024; Ruchi Fozdar, since 5 Nov 2024; Jayant Dhoot, since 5 Nov 2024.

Killol Pandya

1.9 years

since 5 Nov 2024

Ruchi Fozdar

1.9 years

since 5 Nov 2024

Jayant Dhoot

1.9 years

since 5 Nov 2024

Benchmark as filedCRISIL Medium to Long Duration Debt A-III Index

Exit load

Nil

From 7 Scheme Summary Documents filed with NSE, first on 31 Aug 2026; as on 13 Oct 2026

Questions people ask

Who manages JM Medium to Long Term Fund?

Killol Pandya (manager) since 5 Nov 2024; Ruchi Fozdar (manager) since 5 Nov 2024; Jayant Dhoot (manager) since 5 Nov 2024.

What is the expense ratio of JM Medium to Long Term Fund?

0.60% a year on the direct plan and 1.03% on the regular plan (expense report, Oct 2026).

How has JM Medium to Long Term Fund done?

Its direct plan returned +6.42% a year over 3 years against +6.43% for its benchmark, CRISIL Medium to Long Duration Debt A-III Index, as of 13 Oct 2026.