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

JM Midcap IDCW Payout Direct Plan

NAV
₹18.9104
+1.20%
(14 Jan)
AUM
1,696 Cr
TER
0.47%
Risk
Very High Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is below its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+36.2%
+34.7%
+24.1%
+19.1%
+19.1%
+17.4%
3Y
+29.6%
+28.9%
NA
+24.0%
+24.0%
+17.7%
5Y
+30.2%
+30.1%
NA
+27.3%
+27.3%
+24.1%
ALL
+24.4%
+24.3%
+34.5%
+21.3%
+21.3%
+18.7%
VOL
19.4%
19.4%
15.9%
17.3%
17.3%
-
TER
0.7%
0.7%
0.5%
0.8%
0.8%
-
AUM
₹22,898 Cr
₹22,898 Cr
₹1,696 Cr
₹76,061 Cr
₹76,061 Cr
-
INFO
1.25
1.25
2.18
1.24
1.24
-
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 Dec
Top holdings
Tata Technologies Ltd
4.3%
Amber Enterprises India Ltd Ordinary Shares
3.7%
Persistent Systems Ltd
3.6%
Max Healthcare Institute Ltd Ordinary Shares
3.4%
Biocon Ltd
3.2%
JSW Infrastructure Ltd
3.2%
Ipca Laboratories Ltd
3.1%
Fortis Healthcare Ltd
3.0%
Exide Industries Ltd
2.6%
JK Cement Ltd
2.6%
Top industry exposure
Consumer Cyclical
19.7%
Healthcare
18.8%
Industrials
18.6%
Financial Services
15.2%
Technology
14.1%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹1,000
Additional lumpsum
₹100
Portfolio turnover
149%
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
Chaitanya Choksi
Ruchi Fozdar

FAQs