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

JM Midcap IDCW Reinvest Direct Plan

NAV
₹18.4768
-1.81%
(10 Feb)
AUM
1,427 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
+32.2%
+32.2%
+17.3%
+14.2%
+14.2%
+13.0%
3Y
+29.2%
+29.2%
NA
+25.8%
+25.8%
+19.6%
5Y
+27.6%
+27.6%
NA
+26.4%
+26.4%
+22.9%
ALL
+23.8%
+23.8%
+33.0%
+21.2%
+21.2%
+18.2%
VOL
19.5%
19.5%
16.2%
17.3%
17.3%
-
TER
0.7%
0.7%
0.5%
0.8%
0.8%
-
AUM
₹26,421 Cr
₹26,421 Cr
₹1,427 Cr
₹77,967 Cr
₹77,967 Cr
-
INFO
1.22
1.22
2.04
1.23
1.23
-
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 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