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

JM Midcap Growth Direct Plan

NAV
₹20.2173
-0.26%
(1 Jul)
AUM
1,396 Cr
TER
0.45%
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
1Y
+18.7%
+13.3%
+10.6%
+10.2%
+5.9%
+2.3%
3Y
+35.1%
+34.1%
+36.8%
+33.9%
+28.3%
NA
5Y
+32.9%
+35.9%
+38.5%
+33.7%
+29.9%
NA
ALL
+22.3%
+22.9%
+24.5%
+21.6%
+18.0%
+31.1%
VOL
16.1%
17.0%
17.7%
15.8%
-
16.8%
TER
0.6%
0.4%
0.7%
0.8%
-
0.5%
AUM
₹6,641 Cr
₹10,028 Cr
₹30,401 Cr
₹79,718 Cr
-
₹1,396 Cr
INFO
1.38
1.35
1.38
1.37
-
1.86
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 May
Top holdings
Godfrey Phillips India Ltd
4.3%
Bharat Heavy Electricals Ltd
3.7%
JK Cement Ltd
3.5%
Hindustan Petroleum Corp Ltd
3.0%
Jubilant Foodworks Ltd
3.0%
Motilal Oswal Financial Services Ltd
2.9%
Aurobindo Pharma Ltd
2.9%
Arvind Ltd
2.6%
HDFC Asset Management Co Ltd
2.6%
Bank of Maharashtra
2.6%
Top industry exposure
Financial Services
22.2%
Healthcare
15.7%
Industrials
14.2%
Consumer Cyclical
12.0%
Technology
11.3%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹1,000
Additional lumpsum
₹100
Portfolio turnover
191%
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

FAQs