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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
₹20.8550
+0.37%
(30 Aug)
AUM
1,620 Cr
TER
0.27%
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 (...
Mahindra Manulife Mid ...
Quant Mid Cap (G)
JM Midcap (G)
Category Average
HDFC Mid Cap Opportuni...
1Y
+69.7%
+58.9%
+58.7%
+58.4%
+50.8%
+47.6%
3Y
+40.1%
+31.1%
+34.2%
NA
+25.6%
+31.1%
5Y
+35.8%
+33.8%
+39.8%
NA
+29.6%
+31.7%
ALL
+26.2%
+22.7%
+20.6%
+51.3%
+18.9%
+22.8%
VOL
17.6%
17.2%
15.3%
15.4%
-
15.8%
TER
0.6%
0.4%
0.6%
0.3%
-
0.7%
AUM
₹14,446 Cr
₹3,166 Cr
₹9,283 Cr
₹1,620 Cr
-
₹75,382 Cr
INFO
1.49
1.31
1.35
3.34
-
1.44
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 Jul
Top holdings
Ipca Laboratories Ltd
3.3%
JSW Infrastructure Ltd
2.8%
Treps-Triparty Repo
2.8%
Honeywell Automation India Ltd
2.7%
Tata Technologies Ltd
2.7%
Cummins India Ltd
2.6%
JK Cement Ltd
2.6%
Glenmark Pharmaceuticals Ltd
2.6%
Bharat Forge Ltd
2.4%
Aurobindo Pharma Ltd
2.4%
Top industry exposure
Industrials
28.6%
Consumer Cyclical
16.7%
Healthcare
15.5%
Basic Materials
13.9%
Financial Services
12.4%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹1,000
Additional lumpsum
₹100
Portfolio turnover
117%
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
More details
Fund offer document
All funds from JM FINANCIAL
FAQs
Monthly SIP
One Time