JM Midcap IDCW Reinvest Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹5,000

JM Midcap IDCW Reinvest Direct Plan

NAV
₹9.7514
+1.56%
(31 Jan)
AUM
100 Cr
TER
0.42%
Risk
Very High Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+11.3%
+11.3%
+1.3%
-0.7%
-0.7%
NA
3Y
+32.8%
+32.8%
+19.3%
+31.6%
+31.6%
NA
5Y
+19.5%
+19.5%
+10.6%
+16.4%
+16.4%
NA
ALL
+16.3%
+16.3%
+19.8%
+17.8%
+17.8%
-2.5%
VOL
14.9%
14.9%
-
17.8%
17.8%
13.6%
TER
0.6%
0.6%
-
0.4%
0.4%
0.4%
AUM
₹1,273 Cr
₹1,273 Cr
-
₹7,558 Cr
₹7,558 Cr
₹100 Cr
INFO
1.09
1.09
-
1.00
1.00
-0.18
See fund holdings as of 31st Dec
Top holdings
Treps-Triparty Repo
12.5%
The Federal Bank Ltd
3.8%
Canara Bank
3.7%
Blue Star Ltd
3.2%
Narayana Hrudayalaya Ltd
3.0%
REC Ltd
3.0%
Cummins India Ltd
2.8%
Balkrishna Industries Ltd
2.7%
KEC International Ltd
2.6%
Tata Elxsi Ltd
2.5%
Top industry exposure
Industrials
22.3%
Consumer Cyclical
18.2%
Financial Services
17.1%
Basic Materials
8.7%
Healthcare
6.1%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
5%
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
Chaitanya Choksi

FAQs