Compare JM Medium to Long Term Fund vs LIC MF Medium to Long Term Fund

Fund Comparison

Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis

JM Medium to Long Term Fund

DebtMedium to Long Term4.0

LIC MF Medium to Long Term Fund

DebtMedium to Long Term4.0

Risk	Moderate	Moderate
Rating	4.0	4.0
Min SIP Amount	₹100	₹200
Expense Ratio	1.03	0.62
NAV	₹71.42	₹81.91
Fund Started	12 Dec 1994	26 Mar 1999
Fund Size	₹28.97 Cr	₹173.04 Cr
Exit Load	-	Exit load of 0.25% if redeemed within 15 days.

Risk

Moderate

Rating

4.0

Min SIP Amount

₹100

₹200

Expense Ratio

1.03

0.62

NAV

₹71.42

₹81.91

Fund Started

12 Dec 1994

26 Mar 1999

Fund Size

₹28.97 Cr

₹173.04 Cr

Exit Load

Exit load of 0.25% if redeemed within 15 days.

1 Year	1.41%	3.01%
3 Year	5.84%	6.48%
5 Year	4.58%	5.44%

1 Year

1.41%

3.01%

3 Year

5.84%

6.48%

5 Year

4.58%

5.44%

Equity	0.00%	0.00%
Cash	5.18%	2.26%

Equity

0.00%

Cash

5.18%

2.26%

Top 10 Holdings	-	-

Top 10 Holdings

Name	-	-
Start Date	-	-

Name

Start Date

Description	The scheme seeks to provide high degree of liquidity, along with current income and capital preservation through a mix of debt and equity.	The scheme endevours to generate attractive return by investing predominantly in quality debt and money market securities. The scheme may also take a 20 per cent exposure to equity.
Launch Date	12 Dec 1994	26 Mar 1999

Description

The scheme seeks to provide high degree of liquidity, along with current income and capital preservation through a mix of debt and equity.

The scheme endevours to generate attractive return by investing predominantly in quality debt and money market securities. The scheme may also take a 20 per cent exposure to equity.

Launch Date

12 Dec 1994

26 Mar 1999