Fixed Income | Medium to Long Duration Fund
3Y Returns
5.42%
Min SIP
₹100
Min Lumpsum
₹1000
Expense Ratio
0.47%
Fund Size
₹21 Cr
Inception Date
01-Jan-13
Fund Manager
Gurvinder Singh Wasan
Exit Load
Nil.
Interest Rate Sensitivity
Net Yield to Maturity
Fund Size
1Y Returns
Portfolio Credit Quality
Bad Credit Event
Overall Fund Zi Tag
Asset Allocation
Equity
0.00%
Debt & Others
100.00%
Market Cap Allocation
Large Cap
0.00%
Mid Cap
0.00%
Small Cap
0.00%
Other Cap
100.00%
Investment Objective
To Generate Stable Long Term Returns With Low Risk Strategy And Capital Appreciation/Accretionthrough Investment In Debt Instruments And Related Securities Besides Preservation Of Capital.
Fund House Detail
AMC Name
JM Financial Asset Management Private Limited
Scheme Document
https://www.jmfinancialmf.com/Downloads/Addenda.aspx?SubReportID=538A8B27-62B1-4CFE-BFF2-65DDFF0D4627Address
505, 5th Floor, Laxmi Towers,Bandra-Kurla Complex,Mumbai: 400 051
Jm Medium To Long Duration Fund Direct Plan - Growth Option
1Y
9.78%
3Y
5.42%
5Y
5.24%
Uti Bond Fund-Direct Growth Plan-Growth
1Y
9.73%
3Y
8.35%
5Y
7.2%
Nippon India Income Fund Direct Plan Growth Plan - Growth Option Growth
1Y
10.7%
3Y
6.79%
5Y
7.07%
Icici Prudential Bond Fund - Direct Plan - Growth
1Y
9.99%
3Y
6.59%
5Y
7.39%
Sbi Magnum Income Fund - Direct Plan - Growth
1Y
9.6%
3Y
6.56%
5Y
7.78%
Lic Medium To Long Duration Bond Fund - Direct Plan - Growth
1Y
10.7%
3Y
6.48%
5Y
6.32%
Kotak Bond Fund - Direct Plan - Growth
1Y
11.09%
3Y
6.47%
5Y
7.5%
Hdfc Income Fund - Direct Plan - Growth Option
1Y
10.68%
3Y
6.18%
5Y
6.52%
Aditya Birla Sun Life Income Fund - Growth-Direct Plan
1Y
10.28%
3Y
6.05%
5Y
7.25%
Canara Robeco Income Fund Direct Growth
1Y
10.36%
3Y
5.92%
5Y
6.58%
Hsbc Medium To Long Duration Fund - Growth Direct Plan
1Y
10.42%
3Y
5.5%
5Y
5.94%
BSE Member code: 58371
Wealthzi Investment Advisers (A division of Lime Internet Private Limited)
[CIN: U74999DL2017PTC310507] [PAN: AADCL2103M] [GSTIN: 07AADCL2103M1ZP]
[SEBI Registered Name: Lime Internet Private Limited] [SEBI RIA Registration No: INA000018133] [BASL Member ID: 2014] [Type of Registration: Non-Individual] [Validity of Registration: Perpetual] [Registered Address: Flat No. 603, 6th Floor, Kanchenjunga Building, 18 Barakhamba Road, New Delhi - 110001] [Principal Officer: Jyoti Prakash Nayak, Email: [email protected]] [Compliance Officer: Harshit Singh, Email: [email protected]] [Grievance Officer: Sanjeev Johari, Email: [email protected]]
[SEBI Regional Office Address: Securities and Exchange Board of India, NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi - 110023, Ph: 011-69012998, Email: [email protected]]
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