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JM Midcap IDCW Reinvest Direct Plan
Equity
Mid Cap Fund
JM Midcap IDCW Reinvest Direct Plan
SIP amount
₹
Min. ₹100
Lumpsum amount
₹
Min. ₹1,000
Invest now
Add to cart
JM Midcap IDCW Reinvest Direct Plan
NAV
₹10.7614
+0.74%
(26 May)
AUM
132 Cr
TER
0.39%
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
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Motilal Oswal Midcap I...
Category Average
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PGIM India Midcap Oppo...
JM Midcap IDCW Reinves...
1Y
+33.1%
+33.1%
+20.0%
+17.6%
+17.6%
NA
3Y
+42.2%
+42.2%
+33.7%
+42.7%
+42.7%
NA
5Y
+16.9%
+16.9%
+13.1%
+18.6%
+18.6%
NA
ALL
+20.9%
+20.9%
+19.5%
+17.9%
+17.9%
+7.6%
VOL
19.8%
19.8%
-
17.6%
17.6%
11.8%
TER
0.8%
0.8%
-
0.4%
0.4%
0.4%
AUM
₹4,033 Cr
₹4,033 Cr
-
₹8,072 Cr
₹8,072 Cr
₹132 Cr
INFO
1.06
1.06
-
1.01
1.01
0.64
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 30th Apr
Top holdings
Canara Bank
3.8%
Equitas Small Finance Bank Ltd Ordinary Shares
3.5%
Fortis Healthcare Ltd
3.5%
Treps-Triparty Repo
3.4%
Phoenix Mills Ltd
3.4%
Birlasoft Ltd
3.1%
Crompton Greaves Consumer Electricals Ltd
3.1%
Schaeffler India Ltd Shs Dematerialised
3.1%
JK Cement Ltd
3.0%
Sundaram Fasteners Ltd
3.0%
Top industry exposure
Consumer Cyclical
27.3%
Financial Services
18.9%
Industrials
14.5%
Basic Materials
9.9%
Healthcare
8.6%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹1,000
Additional lumpsum
₹100
Portfolio turnover
-
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
More details
Fund offer document
All funds from JM FINANCIAL
FAQs
Monthly SIP
One Time