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

JM Midcap IDCW Reinvest Direct Plan

NAV
₹20.4169
-0.23%
(13 Dec)
AUM
1,691 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
+64.3%
+64.3%
+39.8%
+35.3%
+35.3%
+34.6%
3Y
+36.7%
+36.7%
NA
+28.9%
+28.9%
+22.6%
5Y
+33.9%
+33.9%
NA
+30.5%
+30.5%
+27.4%
ALL
+25.9%
+25.9%
+41.4%
+22.3%
+22.3%
+19.4%
VOL
19.4%
19.4%
15.5%
17.2%
17.2%
-
TER
0.6%
0.6%
0.4%
0.7%
0.7%
-
AUM
₹20,056 Cr
₹20,056 Cr
₹1,691 Cr
₹75,037 Cr
₹75,037 Cr
-
INFO
1.34
1.34
2.67
1.30
1.30
-
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