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

JM Midcap Growth Direct Plan

NAV
₹20.6672
+1.16%
(10 Sep)
AUM
1,426 Cr
TER
0.49%
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
+11.5%
+6.2%
+2.6%
+1.7%
-1.0%
-1.3%
3Y
+27.9%
+26.0%
+25.1%
+27.6%
+20.3%
NA
5Y
+30.5%
NA
+30.4%
+35.5%
+26.7%
NA
ALL
+21.9%
+26.4%
+21.1%
+23.9%
+16.6%
+29.1%
VOL
16.0%
14.9%
15.7%
17.6%
-
16.4%
TER
0.6%
0.4%
0.7%
0.7%
-
0.5%
AUM
₹7,802 Cr
₹3,500 Cr
₹83,847 Cr
₹34,780 Cr
-
₹1,426 Cr
INFO
1.37
1.78
1.34
1.36
-
1.77
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
Godfrey Phillips India Ltd
4.4%
JK Cement Ltd
3.2%
Motilal Oswal Financial Services Ltd
3.2%
Hindustan Petroleum Corp Ltd
3.0%
Jubilant Foodworks Ltd
2.9%
Bharat Heavy Electricals Ltd
2.5%
Aurobindo Pharma Ltd
2.5%
Marico Ltd
2.5%
Cummins India Ltd
2.4%
Sumitomo Chemical India Ltd Ordinary Shares
2.2%
Top industry exposure
Financial Services
21.8%
Industrials
15.5%
Healthcare
15.4%
Technology
12.6%
Consumer Cyclical
11.2%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹1,000
Additional lumpsum
₹100
Portfolio turnover
186%
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