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

JM Midcap IDCW Reinvest Direct Plan

NAV
₹20.5479
-0.51%
(12 Sep)
AUM
1,426 Cr
TER
0.49%
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
+10.1%
+10.1%
+1.2%
+1.2%
-0.9%
-1.8%
3Y
+27.8%
+27.8%
+27.5%
+27.5%
NA
+20.4%
5Y
+30.1%
+30.1%
+34.6%
+34.6%
NA
+26.6%
ALL
+21.2%
+21.2%
+23.2%
+23.2%
+29.5%
+16.6%
VOL
17.7%
17.7%
19.4%
19.4%
16.4%
-
TER
0.6%
0.6%
0.7%
0.7%
0.5%
-
AUM
₹7,802 Cr
₹7,802 Cr
₹34,780 Cr
₹34,780 Cr
₹1,426 Cr
-
INFO
1.20
1.20
1.19
1.19
1.80
-
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
Godfrey Phillips India Ltd
4.4%
JK Cement Ltd
3.2%
Motilal Oswal Financial Services Ltd
3.2%
Hindustan Petroleum Corp Ltd
3.0%
Jubilant Foodworks Ltd
2.9%
Bharat Heavy Electricals Ltd
2.5%
Aurobindo Pharma Ltd
2.5%
Marico Ltd
2.5%
Cummins India Ltd
2.4%
Sumitomo Chemical India Ltd Ordinary Shares
2.2%
Top industry exposure
Financial Services
21.8%
Industrials
15.5%
Healthcare
15.4%
Technology
12.6%
Consumer Cyclical
11.2%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹1,000
Additional lumpsum
₹100
Portfolio turnover
186%
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