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

JM Midcap IDCW Reinvest Direct Plan

NAV
₹20.6577
+0.67%
(19 Nov)
AUM
1,477 Cr
TER
0.51%
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
+17.2%
+17.2%
+15.6%
+15.6%
+8.8%
+6.7%
3Y
+29.0%
+29.0%
+28.6%
+28.6%
+23.0%
NA
5Y
+27.8%
+27.8%
NA
NA
+24.6%
NA
ALL
+21.1%
+21.1%
+26.9%
+26.7%
+16.8%
+27.4%
VOL
17.6%
17.6%
14.6%
14.6%
-
16.2%
TER
0.5%
0.5%
0.6%
0.6%
-
0.5%
AUM
₹9,320 Cr
₹9,320 Cr
₹4,075 Cr
₹4,075 Cr
-
₹1,477 Cr
INFO
1.20
1.20
1.85
1.83
-
1.70
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 Reinvest (DR)
₹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 Oct
Top holdings
BSE Ltd
4.1%
Godfrey Phillips India Ltd
4.1%
Motilal Oswal Financial Services Ltd
3.0%
JK Cement Ltd
2.9%
Avalon Technologies Ltd
2.9%
Coforge Ltd
2.6%
Tube Investments of India Ltd Ordinary Shares
2.6%
Waaree Energies Ltd
2.4%
Hero MotoCorp Ltd
2.4%
Cummins India Ltd
2.4%
Top industry exposure
Financial Services
24.0%
Technology
17.1%
Consumer Cyclical
13.5%
Healthcare
12.1%
Industrials
12.0%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹1,000
Additional lumpsum
₹100
Portfolio turnover
167%
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