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

JM Midcap Growth Direct Plan

NAV
₹10.7614
+0.74%
(26 May)
AUM
132 Cr
TER
0.39%
Risk
Very High Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+33.7%
+21.6%
+20.0%
+18.8%
+17.6%
NA
3Y
+43.6%
+41.5%
+33.7%
+41.1%
+42.7%
NA
5Y
+18.4%
+16.2%
+13.1%
+20.9%
+19.8%
NA
ALL
+21.9%
+22.2%
+19.5%
+16.3%
+18.6%
+7.6%
VOL
17.9%
15.7%
-
14.9%
17.3%
11.8%
TER
0.8%
1.0%
-
0.6%
0.4%
0.4%
AUM
₹4,033 Cr
₹9,370 Cr
-
₹1,872 Cr
₹8,072 Cr
₹132 Cr
INFO
1.22
1.41
-
1.09
1.08
0.64
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 Apr
Top holdings
Canara Bank
3.8%
Equitas Small Finance Bank Ltd Ordinary Shares
3.5%
Fortis Healthcare Ltd
3.5%
Treps-Triparty Repo
3.4%
Phoenix Mills Ltd
3.4%
Birlasoft Ltd
3.1%
Crompton Greaves Consumer Electricals Ltd
3.1%
Schaeffler India Ltd Shs Dematerialised
3.1%
JK Cement Ltd
3.0%
Sundaram Fasteners Ltd
3.0%
Top industry exposure
Consumer Cyclical
27.3%
Financial Services
18.9%
Industrials
14.5%
Basic Materials
9.9%
Healthcare
8.6%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹1,000
Additional lumpsum
₹100
Portfolio turnover
-
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
Gurvinder Wasan
Chaitanya Choksi

FAQs