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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
₹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
Motilal Oswal Midcap (...
Edelweiss Mid Cap (G)
JM Midcap (G)
Mahindra Manulife Mid ...
Category Average
HDFC Mid Cap Opportuni...
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
More details
Fund offer document
All funds from JM FINANCIAL
FAQs
Monthly SIP
One Time