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

JM Midcap Growth Direct Plan

NAV
₹19.3705
+0.78%
(19 Nov)
AUM
1,691 Cr
TER
0.32%
Risk
Very High Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+59.1%
+44.4%
+40.6%
+39.1%
+33.6%
+33.5%
3Y
+33.5%
+24.5%
NA
+24.5%
+19.6%
+26.1%
5Y
+33.0%
+30.9%
NA
+29.3%
+25.7%
+28.9%
ALL
+25.9%
+23.3%
+39.3%
+20.8%
+17.6%
+22.0%
VOL
17.6%
16.8%
15.7%
17.2%
-
15.7%
TER
0.6%
0.4%
0.3%
0.5%
-
0.7%
AUM
₹20,056 Cr
₹7,677 Cr
₹1,691 Cr
₹3,341 Cr
-
₹75,037 Cr
INFO
1.47
1.39
2.50
1.21
-
1.40
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 Aug
Top holdings
Ipca Laboratories Ltd
3.3%
Tata Technologies Ltd
3.1%
Glenmark Pharmaceuticals Ltd
3.0%
Aurobindo Pharma Ltd
2.8%
JSW Infrastructure Ltd
2.6%
JK Cement Ltd
2.5%
Cummins India Ltd
2.4%
Honeywell Automation India Ltd
2.4%
Thomas Cook India Ltd
2.3%
Fortis Healthcare Ltd
2.3%
Top industry exposure
Industrials
24.6%
Consumer Cyclical
18.4%
Healthcare
18.2%
Basic Materials
13.6%
Financial Services
12.8%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹1,000
Additional lumpsum
₹100
Portfolio turnover
130%
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
Chaitanya Choksi
Ruchi Fozdar

FAQs