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

JM Midcap Growth Direct Plan

NAV
₹18.3494
-0.05%
(30 Jan)
AUM
1,427 Cr
TER
0.47%
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
+31.1%
+23.3%
+17.7%
+15.9%
+15.7%
+14.0%
3Y
+30.2%
+24.4%
NA
+23.4%
+25.4%
+19.3%
5Y
+29.2%
+27.9%
NA
+26.0%
+26.4%
+22.7%
ALL
+24.5%
+22.4%
+32.0%
+18.8%
+21.3%
+18.4%
VOL
17.7%
16.9%
16.1%
16.8%
15.8%
-
TER
0.7%
0.4%
0.5%
0.8%
0.8%
-
AUM
₹26,421 Cr
₹8,666 Cr
₹1,427 Cr
₹35,278 Cr
₹77,967 Cr
-
INFO
1.38
1.33
1.98
1.12
1.35
-
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 Dec
Top holdings
Tata Technologies Ltd
4.3%
Amber Enterprises India Ltd Ordinary Shares
3.7%
Persistent Systems Ltd
3.6%
Max Healthcare Institute Ltd Ordinary Shares
3.4%
Biocon Ltd
3.2%
JSW Infrastructure Ltd
3.2%
Ipca Laboratories Ltd
3.1%
Fortis Healthcare Ltd
3.0%
Exide Industries Ltd
2.6%
JK Cement Ltd
2.6%
Top industry exposure
Consumer Cyclical
19.7%
Healthcare
18.8%
Industrials
18.6%
Financial Services
15.2%
Technology
14.1%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹1,000
Additional lumpsum
₹100
Portfolio turnover
149%
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