MonitorRegular · Growth
JM Medium to Long Term Fund Growth - Bonus Option
JM Financial Mutual FundIncome/Debt Oriented Schemes - Medium to Long Term Fund20.5 years
- NAV
- 26.2769
- 15 Sept 2026
- 1Y
- +3.3%
- Trailing CAGR
- AUM
- ₹7.01 L
- 30 Jun 2026
- Volatility
- Low
- 3.5% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y+3.3%
- 3Y+6.3%
- 5Y+4.8%
- 10Y+3.9%
- SI+4.2%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y+3.1%
- 3Y+5.2%
- 5Y+5.6%
- 10Y+4.4%
- Since inception
- +4.2%
- Calendar-day CAGR
- Excess 1Y
- n/a
- Category median, same plan and option
- 3Y win rate
- n/a
- Windows beating the median
- 3Y percentile
- n/a
- Vs comparable share classes
- Worst rolling 3Y
- -2.0%
- 4214 daily-ending windows
- Median rolling 3Y
- +4.5%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 3730 daily-ending windows
- SIP 3Y XIRR
- +5.2%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 13 days
- 285 recovered episodes
- Longest recovery
- 787 days
- Trough to prior peak
- Current spell
- 29 days
- Days below latest peak
- Time below peak
- +79%
- NAV observations
3 Jun 2019 – 1 Sept 2021
Trough 16 Dec 2019 · recovered in 625 days
-11.0%
23 Jan 2008 – 12 Dec 2011
Trough 16 Oct 2009 · recovered in 787 days
-10.2%
4 Jun 2013 – 23 May 2014
Trough 24 Jul 2013 · recovered in 303 days
-5.5%
14 Feb 2022 – 15 Nov 2022
Trough 9 May 2022 · recovered in 190 days
-3.4%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
38
Vs category
n/a
Consistency
n/a
Risk-adjusted
12
Drawdown
72
Mean
41
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 11 Sept 2026
Monitor
Engine status
Monitor
Recent evidence
Why this status
- Risk-adjusted return (Sharpe) is negative over the available daily history.
Supporting reads
- Peak-to-trough drawdown has stayed shallower than 15%.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
HDFC Medium to Long Term Fund
HDFC Mutual Fund
- 1Y
- +4.4%
- 3Y
- +6.9%
- Vol
- 3.5%
- Max DD
- -10.6%
- Sharpe
- 0.55
- 3Y win
- +27%
- Lower volatility
- Shallower drawdown
- Higher trailing returns
HSBC Medium to Long Term Fund
HSBC Mutual Fund
- 1Y
- +3.2%
- 3Y
- +6.4%
- Vol
- 3.3%
- Max DD
- -8.8%
- Sharpe
- 0.47
- 3Y win
- +1%
- Lower volatility
- Shallower drawdown
- Higher trailing returns
ICICI Prudential Medium to Long Term Fund
ICICI Prudential Mutual Fund
- 1Y
- +4.7%
- 3Y
- +7.0%
- Vol
- 3.1%
- Max DD
- -10.2%
- Sharpe
- 0.85
- 3Y win
- +89%
- Lower volatility
- Shallower drawdown
- Higher trailing returns
LIC MF Medium to Long Term Fund
LIC Mutual Fund
- 1Y
- +5.1%
- 3Y
- +7.4%
- Vol
- 2.7%
- Max DD
- -6.2%
- Sharpe
- 0.70
- 3Y win
- +21%
- Lower volatility
- Shallower drawdown
- Higher trailing returns
SBI MEDIUM TO LONG TERM FUND
SBI Mutual Fund
- 1Y
- +4.7%
- 3Y
- +6.8%
- Vol
- 3.0%
- Max DD
- -8.5%
- Sharpe
- 0.88
- 3Y win
- +88%
- Lower volatility
- Shallower drawdown
- Higher trailing returns