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

JM Midcap Growth Direct Plan

NAV
₹20.3505
+0.22%
(10 Nov)
AUM
1,426 Cr
TER
0.52%
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
+13.7%
+11.1%
+4.0%
+3.2%
+1.2%
-2.6%
3Y
+28.4%
+27.5%
+25.9%
+21.4%
NA
+25.9%
5Y
+29.3%
NA
+24.8%
+25.3%
NA
+32.9%
ALL
+21.8%
+26.8%
+20.1%
+17.0%
+27.0%
+23.5%
VOL
16.0%
14.6%
15.9%
-
16.2%
17.6%
TER
0.6%
0.5%
0.7%
-
0.5%
0.7%
AUM
₹8,518 Cr
₹4,075 Cr
₹11,937 Cr
-
₹1,426 Cr
₹37,501 Cr
INFO
1.37
1.83
1.27
-
1.67
1.33
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 Sep
Top holdings
Godfrey Phillips India Ltd
4.6%
Motilal Oswal Financial Services Ltd
3.2%
JK Cement Ltd
3.1%
Cummins India Ltd
2.6%
Coforge Ltd
2.6%
Avalon Technologies Ltd
2.5%
Jubilant Foodworks Ltd
2.5%
Waaree Energies Ltd
2.5%
Marico Ltd
2.4%
Tube Investments of India Ltd Ordinary Shares
2.4%
Top industry exposure
Financial Services
22.8%
Technology
18.4%
Healthcare
13.8%
Industrials
13.0%
Consumer Cyclical
11.7%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹1,000
Additional lumpsum
₹100
Portfolio turnover
170%
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