JM Midcap Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹5,000

JM Midcap Growth Direct Plan

NAV
₹9.6644
-0.26%
(3 Feb)
AUM
100 Cr
TER
0.42%
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
+7.1%
+0.6%
-0.4%
-0.5%
-3.5%
NA
3Y
+33.3%
+24.1%
+19.7%
+23.7%
+31.9%
NA
5Y
+20.1%
+12.9%
+11.3%
NA
+19.0%
NA
ALL
+16.4%
+21.9%
+19.7%
+25.2%
+18.6%
-3.4%
VOL
15.0%
15.9%
-
20.6%
17.5%
13.4%
TER
0.6%
1.0%
-
0.6%
0.4%
0.4%
AUM
₹1,273 Cr
₹8,436 Cr
-
₹9,002 Cr
₹7,558 Cr
₹100 Cr
INFO
1.09
1.38
-
1.23
1.06
-0.25
See fund holdings as of 31st Dec
Top holdings
Treps-Triparty Repo
12.5%
The Federal Bank Ltd
3.8%
Canara Bank
3.7%
Blue Star Ltd
3.2%
Narayana Hrudayalaya Ltd
3.0%
REC Ltd
3.0%
Cummins India Ltd
2.8%
Balkrishna Industries Ltd
2.7%
KEC International Ltd
2.6%
Tata Elxsi Ltd
2.5%
Top industry exposure
Industrials
22.3%
Consumer Cyclical
18.2%
Financial Services
17.1%
Basic Materials
8.7%
Healthcare
6.1%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
5%
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
Chaitanya Choksi

FAQs