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

JM Midcap Growth Direct Plan

NAV
₹20.4520
+0.22%
(21 Jul)
AUM
1,444 Cr
TER
0.46%
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
+18.8%
+9.3%
+7.6%
+6.3%
+6.0%
+0.4%
3Y
+32.9%
+30.1%
+31.1%
+33.2%
+24.7%
NA
5Y
+32.4%
+34.2%
+33.1%
+37.1%
+28.8%
NA
ALL
+22.3%
+22.6%
+21.6%
+24.2%
+17.5%
+30.8%
VOL
16.1%
16.9%
15.8%
17.7%
-
16.6%
TER
0.6%
0.4%
0.8%
0.7%
-
0.5%
AUM
₹7,406 Cr
₹10,988 Cr
₹84,061 Cr
₹33,053 Cr
-
₹1,444 Cr
INFO
1.39
1.34
1.37
1.37
-
1.85
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 30th Jun
Top holdings
Godfrey Phillips India Ltd
4.3%
JK Cement Ltd
3.2%
Jubilant Foodworks Ltd
3.1%
Hindustan Petroleum Corp Ltd
3.1%
Motilal Oswal Financial Services Ltd
3.0%
Net Receivable/Payable
2.9%
Bharat Heavy Electricals Ltd
2.8%
BSE Ltd
2.6%
Aurobindo Pharma Ltd
2.5%
Marico Ltd
2.5%
Top industry exposure
Financial Services
22.7%
Healthcare
15.1%
Industrials
14.5%
Technology
11.7%
Consumer Cyclical
11.5%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹1,000
Additional lumpsum
₹100
Portfolio turnover
198%
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