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

JM Midcap IDCW Reinvest Direct Plan

NAV
₹20.7851
-0.84%
(6 Sep)
AUM
1,620 Cr
TER
0.27%
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
+61.8%
+61.8%
+54.8%
+51.2%
+51.2%
+46.2%
3Y
+38.3%
+38.3%
NA
+31.6%
+31.6%
+24.1%
5Y
+34.7%
+34.7%
NA
+39.5%
+39.5%
+29.5%
ALL
+25.5%
+25.5%
+50.4%
+20.5%
+20.5%
+18.8%
VOL
19.4%
19.4%
15.3%
15.2%
15.2%
-
TER
0.6%
0.6%
0.3%
0.6%
0.6%
-
AUM
₹14,446 Cr
₹14,446 Cr
₹1,620 Cr
₹9,367 Cr
₹9,367 Cr
-
INFO
1.31
1.31
3.29
1.34
1.34
-
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 Jul
Top holdings
Ipca Laboratories Ltd
3.3%
JSW Infrastructure Ltd
2.8%
Treps-Triparty Repo
2.8%
Honeywell Automation India Ltd
2.7%
Tata Technologies Ltd
2.7%
Cummins India Ltd
2.6%
JK Cement Ltd
2.6%
Glenmark Pharmaceuticals Ltd
2.6%
Bharat Forge Ltd
2.4%
Aurobindo Pharma Ltd
2.4%
Top industry exposure
Industrials
28.6%
Consumer Cyclical
16.7%
Healthcare
15.5%
Basic Materials
13.9%
Financial Services
12.4%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹1,000
Additional lumpsum
₹100
Portfolio turnover
117%
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
Gurvinder Wasan
Chaitanya Choksi

FAQs