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Scheme Information
JM Medium to Long Duration IDCW-R
as of 13 May 2026, 18:16 PM
SIP Calculator
Invested Amount
₹6,00,000
Est. Return
₹5,61,695
Total Value
₹11,61,695
Scheme Ratings
rated by Value Research
Scheme Riskometer
Your principal will be at Moderate Risk
Investment Returns
Absolute Returns
CAGR
Company Holdings
Company Name | Sector | Instrument | Assets |
|---|---|---|---|
| 6.75% Gs 2029 | - | BT | 30.02% |
| Government Of India | - | BT | 22.96% |
| 6.48% Gs 2035 | - | BT | 13.75% |
| Rec Limited | - | B | 8.27% |
| Bajaj Housing Finance Limited | - | B | 8.06% |
| National Bank For Agriculture And Rural Development | - | B | 6.58% |
| 7.24% Gs 2055 | - | BT | 3.19% |
| Corporate Debt Market Development Fund - Class A2 Units | - | EX | 0.30% |
| Ccil | - | CR | 4.42% |
| Net Receivable/Payable | - | C | 2.44% |
| 7.02% Gs 2031 | - | BT | - |
Sector Holding Analysis
Equity / Debt / Cash Split
Debt
92.83%
Cash
6.87%
Others
0.3%
Equity sector allocation
Consumer Cyclical
8.96%
Financial Services
18.15%
Others
72.89%
Fund House Contact Details
Asset Management Company
Funds in this Category
DSP Credit Risk Fund Reg Mly IDCW-R
Debt
Min. Investment
₹100
Category Returns
11.04%
15.64%
3Y Returns
+15.64%
DSP Credit Risk Fund Reg Mly IDCW-P
Debt
Min. Investment
₹100
Category Returns
11.04%
15.64%
3Y Returns
+15.64%
DSP Credit Risk Fund Reg Gr
Debt
Min. Investment
₹100
Category Returns
11.04%
15.64%
3Y Returns
+15.56%
About JM Medium to Long Duration IDCW-R
Investment Objective of the Scheme
Key Features of The Fund
5-year return
+5.00%
Fund Manager
Killol Pandya
Risk Profile
Moderate Risk
Expense Ratio
1.09%
Fund Size
₹30.33 Cr
FAQ's
What has been the returns generated by JM Medium to Long Duration IDCW-R over different time periods?
What is the expense ratio of JM Medium to Long Duration IDCW-R?
What is the AUM (Assets Under Management) of JM Medium to Long Duration IDCW-R?
What are the top stock holdings of JM Medium to Long Duration IDCW-R?
The JM Medium to Long Duration IDCW-R has invested the majority of its money in the stocks of the following companies:
| Company | Percentage of Portfolio |
|---|---|
| 6.75% Gs 2029 | 30.02% |
| Government Of India | 22.96% |
| 6.48% Gs 2035 | 13.75% |
| Rec Limited | 8.27% |
| Bajaj Housing Finance Limited | 8.06% |
| National Bank For Agriculture And Rural Development | 6.58% |
| 7.24% Gs 2055 | 3.19% |
| Corporate Debt Market Development Fund - Class A2 Units | 0.30% |
| Ccil | 4.42% |
| Net Receivable/Payable | 2.44% |
| 7.02% Gs 2031 | - |
In which sectors has JM Medium to Long Duration IDCW-R invested in?
The JM Medium to Long Duration IDCW-R has invested the majority of its money in the stocks of the following sectors -
| Company | Percentage of Portfolio |
|---|---|
| Basic Materials | - |
| Communication Services | - |
| Consumer Cyclical | 8.96% |
| Consumer Defensive | - |
| Energy | - |
| Financial Services | 18.15% |
| Healthcare | - |
| Industrials | - |
| Real Estate | - |
| Technology | - |
| Utilities | - |
What is the risk level of JM Medium to Long Duration IDCW-R?
Who are the fund managers of JM Medium to Long Duration IDCW-R?
Is there a minimum SIP amount to invest in JM Medium to Long Duration IDCW-R?
Can I invest in JM Medium to Long Duration IDCW-R both in SIP and lump sum?
How to invest in JM Medium to Long Duration IDCW-R?
Investing in mutual funds is easy on HDFC SKY.
Follow these simple steps to invest in JM Medium to Long Duration IDCW-R:
- On HDFC SKY open your demat account if you don't have one.
- Check the performance of JM Medium to Long Duration IDCW-R.
- Choose between SIP or Lumpsum and start your mutual fund investment journey on HDFC Sky.
Is there any exit load charges of JM Medium to Long Duration IDCW-R?
The exit load of JM Medium to Long Duration IDCW-R is as follows:
Exit load of 0.0%, if redeemed within 1 year
.What is the process to redeem my investment in HDFC SKY?
The following are the Steps to Redeem mutual funds on HDFC SKY:
1. Go to Mutual Funds > My Investments/Portfolio.
2. Select the fund and tap Redeem/Sell.
3. Choose Full, Units, or Amount.
4. Review NAV, units, and exit load.
5. Confirm. Amount (Units × NAV) is credited to the registered bank in T+1–T+3 days. ELSS has a 3-year lock-in.
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