JM Medium to Long Term Fund - Regular Plan - Growth

JM Financial Mutual Fund · Medium to Long Term Fund

NAV as of 27 Jan 2025

₹28.556

1y return: +9.03%; absolute
3y return: +6.18%; CAGR
5y return: —; CAGR

NAV history

Low ₹26.2101High ₹28.556

Scheme details

Fund house: JM Financial Mutual Fund
Category: Income/Debt Oriented Schemes - Medium to Long Term Fund
Plan: Regular Plan
Option: Growth
AMFI scheme code: 120428
ISIN (growth / payout): INF192K01CX3
ISIN (reinvestment): —
52-week high: ₹28.556
52-week low: ₹26.2101

SIP projection

An illustration only. The rate below is an assumption, not a forecast, and actual returns will differ.

Monthly SIP (₹)YearsAssumed annual rate (%)

Amount invested: ₹6,00,000
Projected value at 6.2% p.a.: ₹8,32,631

Other variants of this fund

Scheme	Plan	NAV	1y	3y	5y
JM Medium to Long Term FundDirect · Growth Option	Direct · Growth Option	₹71.1872	+1.49%	+6.26%	+5.09%
JM Medium to Long Term FundDirect · Quarterly IDCW Option	Direct · Quarterly IDCW Option	₹25.1544	+1.49%	+6.26%	+5.09%
JM Medium to Long Term FundRegular · Bonus Option - Principal Units	Regular · Bonus Option - Principal Units	₹25.9773	+1.02%	+5.75%	+4.53%
JM Medium to Long Term FundRegular · Growth Option	Regular · Growth Option	₹63.4942	+1.02%	+5.75%	+4.53%
JM Medium to Long Term FundRegular · Quarterly IDCW Option	Regular · Quarterly IDCW Option	₹21.5884	+1.02%	+5.75%	+4.53%

Medium to Long Term Fund peers, sorted by 1-year return

Same plan and option, from other fund houses. Sorted by a fact, not a recommendation.

Scheme	Fund house	Plan	NAV	1y	3y	5y
Aditya Birla Sun Life Medium to Long Term FundRegular · Growth	Aditya Birla Sun Life Mutual Fund	Regular · Growth	₹30.0154	+8.51%	+5.43%	—
Bandhan Medium to Long Term FundRegular · Growth	Bandhan Mutual Fund	Regular · Growth	₹61.132	+4.92%	+7.14%	+5.94%
Bandhan Medium to Long Term FundRegular · Growth	Bandhan Mutual Fund	Regular · Growth	₹67.7962	+4.22%	+6.12%	+4.54%
LIC MF Medium to Long Term FundRegular · Growth	LIC Mutual Fund	Regular · Growth	₹75.1302	+2.74%	+6.44%	+5.40%
Franklin India Medium to Long Term FundRegular · Growth	Franklin Templeton Mutual Fund	Regular · Growth	₹11.0653	+2.48%	—	—
SBI MEDIUM TO LONG TERM FUNDRegular · Growth	SBI Mutual Fund	Regular · Growth	₹72.945	+2.03%	+5.77%	+5.23%

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Mutual fund investments are subject to market risks. Read all scheme related documents carefully before investing. Past performance is not indicative of future returns. NAV data is sourced from AMFI and may be delayed. The Good Wealth is an AMFI-registered mutual fund distributor and does not provide investment advice.