JM Midcap Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹1,000

JM Midcap Growth Direct Plan

NAV
₹18.4402
-2.67%
(25 Apr)
AUM
1,261 Cr
TER
0.56%
Risk
Very High Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+16.2%
+14.1%
+10.4%
+6.4%
+6.4%
+4.6%
3Y
+24.9%
+28.0%
+25.6%
+19.6%
NA
+24.9%
5Y
+35.6%
+38.9%
+34.4%
+30.0%
NA
NA
ALL
+22.1%
+23.6%
+20.9%
+17.8%
+28.7%
+20.0%
VOL
17.0%
17.8%
15.9%
-
16.8%
16.7%
TER
0.4%
0.6%
0.9%
-
0.6%
0.3%
AUM
₹8,634 Cr
₹26,028 Cr
₹72,610 Cr
-
₹1,261 Cr
₹1,092 Cr
INFO
1.30
1.33
1.32
-
1.70
1.20
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
JM Midcap (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Mar
Top holdings
Bharat Heavy Electricals Ltd
4.5%
The Federal Bank Ltd
4.0%
Indian Bank
3.8%
Godfrey Phillips India Ltd
3.7%
Jubilant Foodworks Ltd
3.6%
Mphasis Ltd
3.1%
Voltas Ltd
3.0%
Aurobindo Pharma Ltd
2.9%
SBI Cards and Payment Services Ltd Ordinary Shares
2.8%
Apollo Hospitals Enterprise Ltd
2.8%
Top industry exposure
Financial Services
20.4%
Healthcare
17.7%
Consumer Cyclical
14.1%
Industrials
11.4%
Basic Materials
11.1%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹1,000
Additional lumpsum
₹100
Portfolio turnover
186%
Lock-in period
-
Exit load
• 1% for redemption within 180 days
Fund objective
To provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies.
Fund manager(s)
Satish Ramanathan
Asit Bhandarkar
Ruchi Fozdar
Deepak Gupta

FAQs