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JM Financial Mutual Fund

JM Medium to Long Term Fund

🌾 Steady YieldMedium to Long DurationDebt
NAV 27 Oct 2026₹63.60+0.09% on the day
1 year+1.1%category +2.1%
3 years+5.7%a year, category +5.8%
5 years+4.5%a year, category +5.0%
Since launch+4.1%a year, from 3 Apr 2006

How ₹10,000 has grown

Net asset value of the Regular plan, growth option. Daily history from AMFI.
₹10,115is what ₹10,000 put in on 27 Oct 2025 is worth today+1.1% (1.1% a year)
64.964.163.462.6Oct 2025Jan 2026Apr 2026Jul 2026Oct 2026
Source: AMFI via api.mfapi.in. As on 27 Oct 2026.

Returns

Point to point, as on 27 Oct 2026. Periods of a year or more are annualised. Category is the average of the 14 open-ended Regular growth Medium to Long Duration funds on AMFI’s list.
PeriodThis fundCategoryRank
1 month-0.9%
6 months+0.5%
This yearsince 31 Dec+0.8%
1 year+1.1%
a year
+2.1%
a year
12 of 14
3 yearsannualised+5.7%
a year
+5.8%
a year
8 of 13
5 yearsannualised+4.5%
a year
+5.0%
a year
10 of 13
10 yearsannualised+3.6%
a year
Since launch3 Apr 2006+4.1%
a year

If you had run a SIP

₹10,000 on the first NAV date of every month, annualised return (XIRR) to 27 Oct 2026.
3 years+3.8%₹3.6 lakh invested, a year
5 years+4.8%₹6 lakh invested, a year
10 years+4.1%₹12 lakh invested, a year

Year by year

Calendar-year returns, last NAV of each December.
+4%2017
+5%2018
-7%2019
+10%2020
+2%2021
+1%2022
+7%2023
+8%2024
+6%2025
+1%2026

How bumpy the ride has been

Computed from the fund’s own price history. This is a description of past price behaviour, not the SEBI riskometer.
LowModerateHighVery high

Low swing. Prices barely move day to day. Think of it as a parking place rather than an engine.

Volatility2.0%annualised, 3 years
Worst fall-11.0%Jun 2019 to Dec 2019
Recovery21 momonths back to the old high
1-year windows positive88%of 121 rolling one-year periods
Worst 1 year-7.4%any 12-month window
Best 1 year+10.8%any 12-month window

Fund facts

From AMFI’s scheme master.
Fund houseJM Financial Mutual Fund
CategoryMedium to Long Duration
Theme on CrowwdSteady Yield
Launched3 Apr 2006 (20.6 years)
Plan and optionRegular, Growth
ISININF192K01AB3
AMFI scheme code100223
52-week range₹62.63 to ₹64.87
Same theme

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Crowwd Network India Private Limited is an AMFI-registered Mutual Fund Distributor, ARN-364802. Mutual fund investments are subject to market risks. Read all scheme related documents carefully. This page describes how JM Medium to Long Term Fund has behaved using NAV history published by AMFI; returns are of the Regular plan, growth option, and past performance does not guarantee future returns. It is information, not advice, and no fund is recommended to you. Category averages and ranks are computed by Crowwd across the open-ended Regular growth schemes in the same AMFI category and are not official rankings.

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