Question 1

Which funds are similar to JM Medium to Long Duration Fund Direct-Growth?

Accepted Answer

Funds similar to JM Medium to Long Duration Fund Direct-Growth in the Debt: Medium to Long Duration category include SBI Medium to Long Duration Fund Direct-Growth, ICICI Prudential Bond Fund Direct Plan-Growth, and Kotak Bond Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.

Question 2

What is the rank of JM Medium to Long Duration Fund Direct-Growth in its category?

Accepted Answer

On a 3-year return basis JM Medium to Long Duration Fund Direct-Growth is ranked 8 out of 13 funds in the Debt: Medium to Long Duration category as of 16 Jul 2026. On a 5-year return basis it ranks 10 out of 13. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.

Question 3

How does JM Medium to Long Duration Fund Direct-Growth's expense ratio compare to similar funds?

Accepted Answer

JM Medium to Long Duration Fund Direct-Growth has an expense ratio of 0.61%. The peers SBI Medium to Long Duration Fund Direct-Growth has an expense ratio of 0.78% and ICICI Prudential Bond Fund Direct Plan-Growth has 0.54%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.

Question 4

How does JM Medium to Long Duration Fund Direct-Growth's AUM compare to similar funds?

Accepted Answer

JM Medium to Long Duration Fund Direct-Growth has an AUM of ₹30.13 crore. The peers SBI Medium to Long Duration Fund Direct-Growth has an AUM of ₹2,054.73 crore and ICICI Prudential Bond Fund Direct Plan-Growth has ₹2,002.23 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.

Question 5

Which fund has the best 3-year returns in the Debt: Medium to Long Duration?

Accepted Answer

The top performing fund in the Debt: Medium to Long Duration category on a 3-year basis is LIC MF Medium to Long Duration Fund Direct-Growth with a CAGR of 7.58% as of 16 Jul 2026. JM Medium to Long Duration Fund Direct-Growth has delivered 6.88% CAGR over the same period, ranking 8 out of 13 funds. You can view and compare the full category ranking on sharpely.

Question 6

How does JM Medium to Long Duration Fund Direct-Growth rank in risk-adjusted returns vs peers?

Accepted Answer

On a risk-adjusted basis, JM Medium to Long Duration Fund Direct-Growth has a Sharpe ratio of 0.43 compared to the Debt: Medium to Long Duration average of 0.47 as of 16 Jul 2026. It ranks 6 out of 13 funds in its category on Sharpe ratio.

Period	This Fund	Category Avg	Category Rank
1Y Return	+3.55%	4.37%	14 / 14
3Y Return	+6.88%	7.03%	8 / 13
5Y Return	+5.71%	6.37%	10 / 13
10Y Return	+4.86%	6.82%	13 / 13

JM Medium to Long Duration Fund Direct-Growth

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