Which funds are similar to JM Medium to Long Term Fund Direct-Growth?
Funds similar to JM Medium to Long Term Fund Direct-Growth in the Debt: Medium to Long Term category include ICICI Prudential Medium to Long Term Fund Direct-Growth, SBI Medium to Long Term Fund Direct-Growth, and Kotak Medium to Long Term 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.
What is the rank of JM Medium to Long Term Fund Direct-Growth in its category?
On a 3-year return basis JM Medium to Long Term Fund Direct-Growth is ranked 7 out of 13 funds in the Debt: Medium to Long Term category as of 6 Sep 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.
How does JM Medium to Long Term Fund Direct-Growth's expense ratio compare to similar funds?
JM Medium to Long Term Fund Direct-Growth has an expense ratio of 0.59%. The peers ICICI Prudential Medium to Long Term Fund Direct-Growth has an expense ratio of 0.59% and SBI Medium to Long Term Fund Direct-Growth has 0.78%. 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.
How does JM Medium to Long Term Fund Direct-Growth's AUM compare to similar funds?
JM Medium to Long Term Fund Direct-Growth has an AUM of ₹30.3 crore. The peers ICICI Prudential Medium to Long Term Fund Direct-Growth has an AUM of ₹2,048.17 crore and SBI Medium to Long Term Fund Direct-Growth has ₹2,046.06 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.
Which fund has the best 3-year returns in the Debt: Medium to Long Term?
The top performing fund in the Debt: Medium to Long Term category on a 3-year basis is ICICI Prudential Diversified Debt Strategy Active FoF Direct-IDCW with a CAGR of 7.39% as of 6 Sep 2026. JM Medium to Long Term Fund Direct-Growth has delivered 6.78% CAGR over the same period, ranking 7 out of 13 funds. You can view and compare the full category ranking on sharpely.
How does JM Medium to Long Term Fund Direct-Growth rank in risk-adjusted returns vs peers?
On a risk-adjusted basis, JM Medium to Long Term Fund Direct-Growth has a Sharpe ratio of 0.37 compared to the Debt: Medium to Long Term average of 0.38 as of 6 Sep 2026. It ranks 6 out of 13 funds in its category on Sharpe ratio.
