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

JM Midcap Growth Direct Plan

NAV
₹17.1755
-1.16%
(27 Feb)
AUM
1,320 Cr
TER
0.53%
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
+18.3%
+11.8%
+8.7%
+7.9%
+5.8%
+2.9%
3Y
+29.7%
+23.6%
NA
+23.1%
+25.2%
+18.5%
5Y
+27.7%
+26.2%
NA
+24.6%
+25.1%
+21.5%
ALL
+23.7%
+21.6%
+27.6%
+18.2%
+20.6%
+17.6%
VOL
17.7%
16.9%
16.3%
16.9%
15.8%
-
TER
0.7%
0.4%
0.5%
0.8%
0.8%
-
AUM
₹24,488 Cr
₹8,268 Cr
₹1,320 Cr
₹33,033 Cr
₹73,510 Cr
-
INFO
1.34
1.28
1.70
1.08
1.31
-
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 Jan
Top holdings
Biocon Ltd
4.2%
Tata Technologies Ltd
3.6%
Treps
3.4%
The Federal Bank Ltd
3.4%
JSW Infrastructure Ltd
3.1%
SRF Ltd
3.1%
Max Healthcare Institute Ltd Ordinary Shares
3.0%
JK Cement Ltd
2.9%
Indian Bank
2.6%
Tube Investments of India Ltd Ordinary Shares
2.6%
Top industry exposure
Healthcare
21.4%
Financial Services
18.8%
Industrials
17.4%
Consumer Cyclical
13.8%
Technology
12.4%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹1,000
Additional lumpsum
₹100
Portfolio turnover
160%
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