JM Medium to Long Duration Bns Bns

JM Medium to Long Duration Bns Bns Fund Details and Key Information

JM Medium to Long Duration Bns Bns is an open-ended mutual fund that invests based on its stated objective and benchmark.

Key details:

• Asset Size: ₹30.33 Cr

• Expense Ratio: 1.09%

• Cash Holding: 6.87%

• Plan Type: Dividend

• Benchmark: CRISIL Med-Long Dur Debt TR INR

• Launch Date: 1995-04-07

• Exit Load: 0.00

These factors help investors evaluate cost, scale, and fund positioning before making an investment decision.

JM Medium to Long Duration Bns Bns Returns and Performance

JM Medium to Long Duration Bns Bns has delivered returns across multiple timeframes, reflecting its ability to perform across different market conditions.

Returns:

• 1 Month: -0.49%

• 3 Months: 0.38%

• 6 Months: 0.89%

• 1 Year: 4.38%

• 3 Years: 0.21%

• 5 Years: 0.28%

Short-term returns indicate recent momentum, while long-term returns show consistency and wealth creation ability.

JM Medium to Long Duration Bns Bns Risk Level and Volatility

Understanding risk is important before investing. JM Medium to Long Duration Bns Bns falls under: For investors in the 20–40 age group, selecting a fund with the right risk level is important based on financial goals, investment horizon, and comfort with market movements.

Risk Level: Moderate Risk

The riskometer helps investors understand how stable or volatile the fund can be based on its investment strategy and asset allocation. Funds with higher risk levels may offer better return potential over time, but they can also experience sharper short-term fluctuations. This classification reflects the volatility associated with the fund. Higher risk funds may offer higher returns but come with greater fluctuations.

JM Medium to Long Duration Bns Bns Portfolio Allocation

The asset allocation of JM Medium to Long Duration Bns Bns shows how investments are distributed across asset classes.

• Equity Allocation: -

• Cash Allocation: 6.87%

This allocation plays a key role in determining the fund’s risk and return profile.

JM Medium to Long Duration Bns Bns Sector Allocation

JM Medium to Long Duration Bns Bns diversifies its investments across sectors to reduce risk.

Sector Holding Detail

• Consumer Cyclical: 8.96%

• Financial Services: 18.15%

Sector allocation data helps investors understand which industries the fund is focusing on.

JM Medium to Long Duration Bns Bns Fund House

JM Medium to Long Duration Bns Bns is managed by:

AMC Name: JM Financial Asset Management Limited

A strong fund house with a proven track record can improve investor confidence.

JM Medium to Long Duration Bns Bns Minimum Investment

Investors can start investing in JM Medium to Long Duration Bns Bns with:

Minimum Investment: ₹1,000

This makes the fund accessible for both beginners and experienced investors.