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JM Midcap Growth Direct Plan
Equity
Mid Cap Fund
JM Midcap Growth Direct Plan
SIP amount
₹
Min. ₹100
Lumpsum amount
₹
Min. ₹1,000
Invest now
Add to cart
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
Motilal Oswal Midcap (...
Edelweiss Mid Cap (G)
JM Midcap (G)
Nippon India Growth Fu...
HDFC Mid Cap Opportuni...
Category Average
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
More details
Fund offer document
All funds from JM FINANCIAL
FAQs
Monthly SIP
One Time