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

JM Midcap Growth Direct Plan

NAV
₹17.5645
-2.92%
(4 Apr)
AUM
1,198 Cr
TER
0.55%
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
+14.2%
+11.4%
+10.7%
+7.7%
+5.8%
+4.5%
3Y
+28.1%
+23.2%
NA
+24.4%
+18.3%
+23.6%
5Y
+39.6%
+36.9%
NA
+36.6%
+32.2%
NA
ALL
+23.5%
+18.5%
+28.5%
+20.8%
+17.7%
+19.8%
VOL
17.7%
16.9%
16.4%
15.8%
-
16.4%
TER
0.7%
0.8%
0.6%
0.8%
-
0.2%
AUM
₹23,704 Cr
₹30,276 Cr
₹1,198 Cr
₹67,579 Cr
-
₹988 Cr
INFO
1.33
1.10
1.74
1.31
-
1.21
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 28th Feb
Top holdings
The Federal Bank Ltd
4.8%
Indian Bank
4.3%
Jubilant Foodworks Ltd
4.1%
SRF Ltd
4.1%
Net Receivable/Payable
4.0%
Bank of Maharashtra
3.5%
Mphasis Ltd
3.3%
Bharat Heavy Electricals Ltd
3.0%
Ccil
3.0%
Godfrey Phillips India Ltd
3.0%
Top industry exposure
Financial Services
21.9%
Healthcare
15.8%
Consumer Cyclical
13.5%
Technology
13.4%
Industrials
9.4%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹1,000
Additional lumpsum
₹100
Portfolio turnover
182%
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