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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
₹20.4520
+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
Invesco India Midcap (...
Edelweiss Mid Cap (G)
HDFC Mid Cap (G)
Motilal Oswal Midcap (...
Category Average
JM Midcap (G)
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
More details
Fund offer document
All funds from JM FINANCIAL
FAQs
Monthly SIP
One Time