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

JM Midcap IDCW Reinvest Direct Plan

NAV
₹20.0849
+0.41%
(24 Dec)
AUM
1,696 Cr
TER
0.39%
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
+55.4%
+55.4%
+37.3%
+31.1%
+31.1%
+30.0%
3Y
+36.2%
+36.2%
NA
+29.5%
+29.5%
+22.9%
5Y
+33.2%
+33.2%
NA
+29.7%
+29.7%
+26.7%
ALL
+25.5%
+25.5%
+39.6%
+22.0%
+22.0%
+18.9%
VOL
19.4%
19.4%
15.5%
17.2%
17.2%
-
TER
0.5%
0.5%
0.4%
0.8%
0.8%
-
AUM
₹22,898 Cr
₹22,898 Cr
₹1,696 Cr
₹76,061 Cr
₹76,061 Cr
-
INFO
1.32
1.32
2.56
1.28
1.28
-
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
Ipca Laboratories Ltd
3.6%
Max Healthcare Institute Ltd Ordinary Shares
3.1%
Tata Technologies Ltd
2.9%
Glenmark Pharmaceuticals Ltd
2.6%
Amber Enterprises India Ltd Ordinary Shares
2.6%
Biocon Ltd
2.6%
Fortis Healthcare Ltd
2.6%
Berger Paints India Ltd
2.5%
JSW Infrastructure Ltd
2.5%
The Federal Bank Ltd
2.5%
Top industry exposure
Healthcare
20.7%
Industrials
19.4%
Consumer Cyclical
18.1%
Financial Services
15.7%
Basic Materials
15.1%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹1,000
Additional lumpsum
₹100
Portfolio turnover
126%
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