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JM Midcap IDCW Payout Direct Plan
Equity
Mid Cap Fund
JM Midcap IDCW Payout Direct Plan
SIP amount
₹
Min. ₹100
Lumpsum amount
₹
Min. ₹1,000
Invest now
Add to cart
JM Midcap IDCW Payout Direct Plan
NAV
₹19.7197
+0.95%
(24 Jun)
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
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Category Average
JM Midcap IDCW Payout ...
1Y
+15.6%
+15.6%
+10.1%
+10.1%
+4.1%
-0.6%
3Y
+34.1%
+34.1%
+36.5%
+36.5%
+27.6%
NA
5Y
+31.5%
+31.5%
+36.8%
+36.8%
+29.3%
NA
ALL
+21.2%
+21.2%
+23.4%
+23.4%
+17.9%
+29.5%
VOL
17.8%
17.8%
19.5%
19.5%
-
16.8%
TER
0.6%
0.6%
0.7%
0.7%
-
0.5%
AUM
₹6,641 Cr
₹6,641 Cr
₹30,401 Cr
₹30,401 Cr
-
₹1,396 Cr
INFO
1.19
1.19
1.20
1.20
-
1.76
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 IDCW Payout (DP)
₹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
More details
Fund offer document
All funds from JM FINANCIAL
FAQs
Monthly SIP
One Time